Edward Jones-Financial Advisor: Ron Endicott

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.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Halm Adam Investment Services LLC, located in Chillicothe, OH, specializes in providing expert financial planning consultation. With over 15 years of experience, our dedicated team helps clients achieve their financial goals through personalized advice and strategies. Trust us to guide your financial future with professionalism and integrity.