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Norbert N. Oses, CFP®, ChFC

Estate Planning & Wealth Preservation, Inc.

5195 Jimmy Carter Blvd
Ste 204
Norcross, GA 30093-1649
Phone: (770) 448-6399
Fax: (678) 990-4121

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Household Income Minimum: $30,000
Investable Asset Minimum: $500

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.