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        (740) 835-4321CallVisit WebsiteVisit WebsiteMap & DirectionsDirections115 N Market StWaverly, OH 45690Write a ReviewWrite Review

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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.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Fee-Based Services, CD's, Estate Planning, Bonds, Mutual Funds, Short Term Planning, 401(K) Rollover & Pension Planning, Long Term Planning, FDIC Insured Cd's, Investment Planning, Annuities, Financial Planning, Tax Services, Individual Services, IRA Rollovers, Stocks, Bonds, Mutual Funds, & Annuities, Research, Lpl Financial Advisor, Investments, educational planning, Investment Advisors, Retirement Planning, Retirement Distribution Planning, 401(K) Rollovers, Stock Investments, Mutual Funds & Annuities, Insurance Planning, Brokerage Services, Securities & Financial Planning Through LPL Financial, 401K Rollover & Pension Planning, Professional Wealth Management, Stocks, Family Financial Planning, Asset Management, 401 K Rollover & Pension Planning, Trust Planning, Stocks & Bonds, Defined Benefit, Money Market Accounts, Investments, Bonds, Mutual Funds, Qualified Retirement Plans, CDs, 401k Plans, Individual Retirement Accounts, International Securities, SEP Individual Retirement Accounts, Annuities, Health Insurance, Government Securities, Stocks, Certificates of Deposit, IRAs, Life Insurance.
        Payment method
        debit
        Accreditation

        Better Business Bureau

        Member Nasd SIPC

        Associations
        Member Finra/Sipc
        Other Link

        www.oakbridgefp.com

        Social Links
        Categories
        Long Term Care Insurance, Financial Planners, Financial Planning Consultants, Financial Services, Health Insurance, Investment Advisory Service, Life Insurance, Taxes-Consultants & Representatives
        Other Information

        Certifications: Better Business Bureau, Member Nasd SIPC

        Reviews

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        anonymous

        01/05/2010

        Provided by Superpages
        Overall

        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

        Phone: (740) 835-4321

        Address: 115 N Market St, Waverly, OH 45690

        Website: www.oakbridgefp.com