Jason Obermeier

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4310922, GA, KS, MA, NC, NE, NY, SC, UT, VA

Phone 919-335-7400
Address

3918 Massey Run
Raleigh, NC 27616

Jason Obermeier

State(s) Licensed:   CA Insurance Lic. #4310922, GA, KS, MA, NC, NE, NY, SC, 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 privacy policy.

Location

Raleigh Office

Phone:
919-335-7400

Hours

M – F: 9 a.m. – 5 p.m.