Bryan Crolla
Founding Partner at Oakbridge Financial Group
- Role
- Financial Professional at Equitable Advisors
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Professional
Jan 2020 — Present · Raleigh-Durham, NC, US
help families and privately held business owners become wealth creators by teaching them how to leverage financial and insurance products to create their own \"Private Reserve\". This \"Reserve\" enables them to continue compounding of interest and build a tax-freer retirement. For those at or near retirement, I help protect their assets and retirement income, while still offering competitive rates of return. This is accomplished through both financial/ insurance products and asset allocation strategies. For those seeking to transfer wealth tax-free, protect their legacy and future generations, I help accomplish this through structured wealth transfer programs.
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