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.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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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.