ROBERT J. OBERST, SR. & ASSOCIATES

PERSONAL FINANCIAL PLANNERS

Robert J. Oberst, Sr. & Associates is one of the oldest independent financial planning firms in New Jersey. For more than 40 years, we have been providing a full range of personalized financial planning, investment management and accounting services with the professionalism that we believe has led to national recognition. The firm was established in 1969 by Dr. Robert J. Oberst.  The firm is committed to complete financial planning on a personalized basis. Investment Management is offered through T.Garry Pitney & Associates.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

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