Oakbridge Financial Group
Mike Wilson, CFP® is a seasoned financial consultant with experience at Equitable Advisors, Oakbridge Financial Group, and AXA Advisors, LLC. As a Regional Vice President, Mike focuses on developing advisors in the Triangle area. At Oakbridge Financial Group, Mike assists individuals and businesses in reaching their financial goals. With a B.S in Business Management and Finance from North Carolina State University, Mike is well-equipped to handle tax efficiencies, asset protection strategies, wealth transfer, and risk mitigation for their clients.
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Oakbridge Financial Group
At Oakbridge, our mission is to be the premier source of advice in our community by delivering financial independence secured for generations. We strive to satisfy our clients needs through providing financial stability, security, measurable success, and genuine accountability. Our advisors value high integrity and are consistently dedicated to the betterment of their clients. Our local community is the foundation of our business here at Oakbridge, therefore, equipping our community with sound advice and meaningful connections is our priority. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oakbridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 4943887.2 (09/23)(exp.09/27)