Neal Oberto, CFP®

Financial Advisor at FSC Securities
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Experience

  • FSC Securities
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2015 - Present

      FSC Securities Corporation is our Broker Dealer, but our local name in Langhorne, PA ("Doing Business As") is Legacy Financial Services. We are an Independent Financial Services Group, dedicated to working with our clients in order to achieve their Financial Goals. A few of the services we provide are: Retirement and Estate Planning, Investment management for SIMPLE plans, 401k plans, 403b plans, etc., College Planning (529), Life Insurance, Long-Term Care, and more. * Securities, Insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Legacy Financial Services Group is a marketing designation.

Education

  • Temple University
    Bachelor's degree
    1999 - 2003
  • College for Financial Planning
    CFP Designation
  • Gwynedd Mercy University
    Master's degree

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