John R. Rich
Financial Advising
Why pick this one
John R. Rich is a Greensboro-based Senior Portfolio Manager focused on high-net-worth clients through holistic investment and insurance strategies.
Best for
- High-net-worth individuals and families
- Corporate executives needing investment and insurance planning
- Businesses seeking help with complex financial issues
- Clients needing portfolio management aligned with time horizon and risk tolerance
Look elsewhere if
- Clients seeking basic banking or transactional financial services
- Clients whose needs fall outside wealth management, investment, insurance, and financial planning
Specialties
- Holistic financial planning
- Investment strategy design
- Insurance strategy design
- High-net-worth asset growth and protection
- Portfolio management
Certifications
- Series 7
- Series 63
- Series 66
- Registered in Alabama, Colorado, Connecticut, Washington, D.C., Delaware, Florida, Georgia, Massachusetts, Mississippi, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, and Virginia
What makes them different
- Executive Director-Investments and Senior Portfolio Manager
- Focuses on high-net-worth individuals, families, corporate executives, and businesses
- Uses an in-depth discovery process covering client situation, time horizon, and risk tolerance
- Combines investment and insurance strategies within holistic planning
- Can leverage Oppenheimer resources and leadership for complex financial issues
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd Ste 300, Greensboro, NC 27408
- Phone
- +13365747404
- Website
- http://www.oppenheimer.com/advisor/nc/greensbor...
Services
- Wealth management
- Financial planning
- Investment management
- Insurance planning