Oakbridge Financial Group
Financial Advising
Why pick this one
Oakbridge Financial Group, founded in 2018, provides personalized financial strategies and is committed to community involvement.
Best for
- individuals and families seeking personalized financial strategies
- business owners needing tailored financial guidance
Look elsewhere if
- seeking short-term financial solutions
- looking for low-cost, basic financial planning services
Specialties
- financial planning
- wealth management
- estate planning strategies
- risk management
Certifications
- SEC-registered investment advisor
What makes them different
- Founded in 2018 by four financial advisors
- Provides personalized financial strategies
- Commitment to community involvement
- Works collaboratively with clients
- Offers both fee-based and non-fee based financial planning
Distilled from this business's own website.
Contact & Location
- Address
- 3100 Smoketree Ct, Raleigh, NC 27604
- Phone
- +19193411688
- Website
- https://www.oakbridge-financial.com/
- clientservices@oakbridge-financial.com
Services
- financial advising
- wealth management
- business financial services