Jason Obermeier
BFA™
State(s) Licensed: CA Insurance Lic. #4310922, CO, GA, IA, KS, MA, MO, NC, NE, NY, SC, TX, UT, VA
3120 Highwoods Boulevard Suite 212
Raleigh, NC 27604
State(s) Licensed: CA Insurance Lic. #4310922, CO, GA, IA, KS, MA, MO, NC, NE, NY, SC, TX, UT, VA
Committed to serving your unique needs
As a financial professional, I seek to understand your goals and priorities so you can navigate your financial journey with confidence. My approach focuses on creating a holistic view of your financial picture to not only build on your perception of what's possible but grow in a relationship with you and in the communities in which we live, work, and thrive.
I work with business owners, creative professionals, individuals and families in all stages of life. Wherever you are today, I'll draw on my financial expertise and personal experiences to help you make the most of your finances both now, and in the future.
Services offered include but are not limited to:
- Holistic Dedicated Planning and Advice
- Investment Management & Wealth Strategy
- Business Continuation & Succession Plans
- Employer & Employee Benefits
- Retirement Strategy
- Estate Planning
- Life Insurance and Protection
- Disability Insurance Protection
- Extended Care Insurance
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Raleigh Office
- Phone:
- 919-335-7400