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      REVIEW SUMMARY

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      5
      3 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      anonymous

      12/15/11

      Great service and advice...

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      anonymous

      10/10/11

      Very knowledgeable and excellent service!

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      anonymous

      01/05/10

      Ed Roberts and D.R. Robinson of OakBridge Financial Partners are excellent financial planners who have helped many local investors and retirees. They create a financial plan that helps with taxes, asset allocation, social security questions, and retirement issues. They have given me advice and guidance that is second to none.

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      DETAILS

      Click Business Name for More Information.

      General Info
      OakBridge Financial Partners, LLC was founded by Edward Roberts and D.R. Robinson II. Both Ed and D.R. have been providing comprehensive financial and investment planning services for a combined total of 35 years. Service areas include Waverly and Chillicothe, OH.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Long Term Care Insurance, Financial Planners, Financial Planning Consultants, Financial Services, Health Insurance, Investment Advisory Service, Life Insurance, Taxes-Consultants & Representatives
      Services/Products
        Fee-Based ServicesCD'sEstate PlanningBondsMutual FundsShort Term Planning401(K) Rollover & Pension PlanningLong Term PlanningFDIC Insured Cd'sInvestment PlanningAnnuitiesFinancial PlanningTax ServicesIndividual ServicesIRA RolloversStocks, Bonds, Mutual Funds, & AnnuitiesResearchLpl Financial AdvisorInvestmentseducational planningInvestment AdvisorsRetirement PlanningRetirement Distribution Planning401(K) RolloversStock InvestmentsMutual Funds & AnnuitiesInsurance PlanningBrokerage Services
        Securities & Financial Planning Through LPL Financial401K Rollover & Pension PlanningProfessional Wealth ManagementStocksFamily Financial PlanningAsset Management401 K Rollover & Pension PlanningTrust PlanningStocks & BondsDefined BenefitMoney Market AccountsInvestmentsBondsMutual FundsQualified Retirement PlansCDs401k PlansIndividual Retirement AccountsInternational SecuritiesSEP Individual Retirement AccountsAnnuitiesHealth InsuranceGovernment SecuritiesStocksCertificates of DepositIRAsLife Insurance
      Payment Options
      Accreditation

      Better Business Bureau

      Member Nasd SIPC

      Associations
      Member Finra/Sipc
      Other Link

      www.oakbridgefp.com

      Other Information

      Certifications: Better Business Bureau, Member Nasd SIPC

      Data provided by one or more of the following: Thryv, Data Axle, Yext.