Oakbridge Financial Group

Oakbridge Financial Group is a financial planner in Raleigh, North Carolina. The firm provides wealth management, financial planning, estate planning strategies, and risk management services to individuals, families, and business owners. With a 4.40 rating, the firm focuses on aligning a client's financial picture with their long-term life goals.

Founded in 2018, the firm was established by four financial advisors sharing a vision of providing financial stability, security, and accountability. Their approach is holistic, offering strategies designed to help clients grow and protect wealth, manage cash flow, and implement tax-saving opportunities. The team provides services ranging from education savings and retirement planning to small business planning and executive benefits. Their mission is to deliver independence that is secured across generations through personalized, collaborative strategies.

The office is located on Smoketree Court in Raleigh, situated near Highwoods Boulevard and Atlantic Avenue. The location is a short drive from Capital Boulevard and is near the The Vue and The Avenues Apartments neighborhoods.

Oakbridge Financial Group is recognized for its commitment to professional excellence and its dedication to helping clients navigate complex financial decisions. The firm's strength lies in its ability to provide comprehensive, adaptable strategies that address both current needs and future visions.

Oakbridge Financial Group serves the Raleigh community with dedicated wealth management and personalized financial planning.

Services:

• Estate Planning
• Insurance Strategies
• Investment Strategies
• Retirement Planning
• Tax Mitigation Strategies