Laurence J. Casper · Asheville · SuperCala — Directory

Why pick this one

Laurence J. Casper provides holistic investment and insurance planning for high-net-worth clients from Asheville, North Carolina.

Best for

High-net-worth individuals and families needing investment and insurance planning
Corporate executives seeking wealth management
Businesses addressing complex financial issues
Clients needing planning tailored to their time horizon and risk tolerance

Specialties

Holistic financial planning
Investment strategy design
Insurance strategy design
Asset growth and protection
High-net-worth wealth management

Certifications

Series 7
Series 63
Series 66
Registered in North Carolina
Registered in California
Registered in Connecticut
Registered in Florida
Registered in Georgia
Registered in Illinois
Registered in Indiana
Registered in Kentucky
Registered in Maryland
Registered in Michigan
Registered in Minnesota
Registered in New Jersey
Registered in Nevada
Registered in New York
Registered in Ohio
Registered in Pennsylvania
Registered in South Carolina
Registered in Tennessee
Registered in Texas
Registered in Virginia
Registered in Washington
Registered in Wisconsin

What makes them different

Uses an in-depth discovery process addressing each client's situation, time horizon, and risk tolerance
Focuses on high-net-worth individuals, families, corporate executives, and businesses
Provides investment and insurance strategies
Backed by Oppenheimer's wealth management, research, and investment banking resources
Located at 10 Brook Street, Suite 290, Asheville, North Carolina

Response time: Someone will be in contact promptly after an appointment request
Serves: Asheville

Distilled from this business's own website.

Contact & Location

Address: 10 Brook St, Asheville, NC 28803-0100
Phone: +18282517906
Website: http://www.oppenheimer.com/advisor/nc/asheville...

Services

Wealth management
Financial planning
Investment advisory
Insurance planning