Jeffrey Oberg

Registered Representative at Cambridge Investment Research, Inc.

Financial And Insurance Advisor at Girard Financial Group in Millbury, MA

About

Individually, we concentrate on assisting good people grow their assets and educate them on protecting their most important asset, their family through wealth accumulation and protection planning strategies. We help our clients find the money to put back in one of two places, either into there current lifestyle or future lifestyle. In the corporate environment I work with employers with 15 to 250 employees assisting them with employee benefit administration that includes; group medical, dental, disability and life insurance plans, company sponsored retirement plans (401k) and executive benefits.

Contact
(508) 869-9685
Address
7 S Main St in Millbury, MA 01527
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Erin

Answered by Jeffrey Oberg
Financial And Insurance Advisor in Millbury, MA
Erin, your first RMD (required minimum distribution) from an IRA must take place by April 1 of the year following the calendar year in which you reach age 70½.. For ea...
Investing & Retiring IRA
Q&A
Asked by Shannon

Answered by Bradford Creger PRO+
MoneyTips Contributor in Pasadena, CA
Shannon, Let’s first start by making sure you know that you are doing the right thing by funding your 401(k) at the max the company matches as this is “free” money. ...
Budgeting Financial Planning Investing & Retiring
Q&A
Asked by Crystal

Answered by Jeffrey Oberg
Financial And Insurance Advisor in Millbury, MA
Crystal, unless you are 59 1/2 years old or older, you will pay a 10% penalty to take the money out of your 401(k). That is on top of the taxes you will pay. So if you...
Investing & Retiring
3
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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 6
Series 63

Associations

GRAFTON ECONOMIC COMMISSION
Mason

Background

Experience

FINANCIAL CONSULTANT
Registered Representative

Education

Lenoir-Rhyne University
University of Tennessee
University of Cincinnati

Disclosure

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Specialties: Personal Financial Planning and Corporate Benefit Plans, specializing in 401k plan management. Retirement INCOME distribution planning and FINDING THE MONEY THAT ONE IS UNKNOWINGLY AND UNNECESSARILY LOSING FROM THERE NET WORTH.