Financial Planning
Oakbridge Financial Partners

     D.R. Robinson
     LPL Financial Advisor

     Phone: 740-772-8904
     Fax: 740-772-8921

     email: daniel.robinson@lpl.com

     Edward Roberts
     LPL Financial Advisor

     Phone: 740-772-8904
     Fax: 740-772-8921

     Email: edward.roberts@lpl.com

Services Provided:

  • Personal Financial & Estate Planning 
  • Money Management Services—Wrap Fee Accounts & Privately Managed Portfolios 
  • Retirement Funding and Distribution 
  • Corporate Retirement Plans 
  • 401(k) and Pension Rollovers 
  • Full Service Brokerage
  • Life Insurance 
  • Long-Term Care Insurance 
  • College Funding 
  • Retirement Income Planning
more-information

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured / Not Credit Union Guaranteed / May Lose Value