Meet the eFileCabinet 2015 National Advisory Panel

Larry Boyd | OakBridge Financial

Larry Boyd is a co-Founding Partner and Managing Principal of Oak Bridge Financial, LLC, in Houston, Texas. Oak Bridge is a full-service wealth advisory firm whose primary focus is money management, financial planning, and protecting their 3,500 clients. Because they are a paperless office, they are able to be completely mobile. Their specialty is braving the Houston traffic and traveling to their clients’ homes and offices, consulting with them onsite. “We have to be able to get any document at any time,” says Boyd. “That’s the greatest benefit of using eFileCabinet. It’s a big deal.”

By | 2016-12-15T11:59:50+00:00 October 1st, 2015|
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