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      Details

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      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.

      HoursCLOSED NOW
      Regular Hours:
      Mon
      Tue
      Wed - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 740-835-4321

      Address:
      115 N Market St Waverly, OH 45690
      Email:

      Link:

      https://birchhillkennel.tripod.com

      Reviews

      5
      3 Reviews
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      anonymous

      12/15/11

      5.0

      Great service and advice...

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      anonymous

      10/10/11

      5.0

      Very knowledgeable and excellent service!

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      anonymous

      01/05/10

      5.0

      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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      Categories
      Financial Planning Consultants, Financial Planners, Health Insurance, Investment Advisory Service, Life Insurance, Long Term Care Insurance, Taxes-Consultants & Representatives
      Services / Products
      Retirement Planning, Brokerage Services, Insurance Planning, Professional Wealth Management, Trust Planning, Stocks, Bonds, Mutual Funds, & Annuities, 401 K Rollover & Pension Planning, Stocks, Short Term Planning, FDIC Insured Cd's, 401(K) Rollovers, Lpl Financial Advisor, Research, Annuities, Tax Services, 401(K) Rollover & Pension Planning, Estate Planning, CD's, Investments, Fee-Based Services, Mutual Funds & Annuities, Stocks & Bonds, Mutual Funds, Investment Planning, Bonds, Retirement Distribution Planning, Long Term Planning, Securities & Financial Planning Through LPL Financial, Individual Services, IRA Rollovers, Family Financial Planning, 401K Rollover & Pension Planning, Stock Investments, Financial Planning, Asset Management, educational planning, Investment Advisors, Mutual Funds, Life Insurance, Stocks, Qualified Retirement Plans, Bonds, 401k Plans, Money Market Accounts, Defined Benefit, Annuities, CDs, Investments, SEP Individual Retirement Accounts, Individual Retirement Accounts, Certificates of Deposit, IRAs, International Securities, Government Securities, Health Insurance
      Payment Options
      debit
      Accreditation

      Better Business Bureau

      Member Nasd SIPC

      Associations
      Member Finra/Sipc
      Other Information

      Certifications: Member Nasd SIPC, Better Business Bureau

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