Wealth Management Advisor
Timothy J. Oberley, Sr. is a Financial Advisor with LaSalle St. Securities, LLC doing business as Capital Insurance & Financial Services, LLC. His practice is based in Fort Wayne, Indiana; his focus is on forming long-term relationships with his clients by providing sound advice in all areas of their financial lives. Tim accomplishes this through an in-depth evaluation of a client’s current situation and a strategic plan of action to address any and all weaknesses. Through continued monitoring and a proactive approach Tim’s focus on wealth management includes portfolio growth, strategic liquidity, liability management, tax minimization, asset protection, retirement and estate planning.
Tim began his financial practice in 2007 after 18 years of residential mortgage, commercial mortgage and life insurance sales experience and he is happy to now offer those same services through LaSalle and/or Capital Insurance.
When you are ready to make a positive impact on your financial future please contact Tim to set up a confidential and non-obligatory meeting by calling 260-418-0124 or e-mailing him at email@example.com.