Investments

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and exceed your goals. 

At OakBridge Financial Partners, LLC, we provide assistance in the following areas for investing:

  • Bonds
  • Common Stock
  • Educational IRA 
  • Brokerage Accounts
  • REITS
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • FDIC Insured Brokered CDs 
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity 
  • Alternative Investments