Sunil Oberoi, MBA

Financial Advisor

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.

That's where Sunil Oberoi comes in.  Sunil will take the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship Sunil establishes with you enables him to focus on your needswhat you want for your family and what you are currently doing.

Whether you are concerned for your own financial needs or those of your family or your business, Sunil Oberoi can help you identify your needs and provide complementary solutions.

Let Sunil Oberoi help you achieve a secure financial future.

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations Sunil Oberoi will make those recommendations which he would do for himself and his family if faced with a similar situation.Sunil will match your needs with innovative solutions using world-class insurance services and internationally recognized investment products.Sunil will help you protect and provide for those people you care about most. Sunil will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that Sunil would expect for himself.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.