John R. Rich

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

John R. Rich is a financial consultant based in Greensboro, North Carolina, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with holistic investment and insurance strategies. Through an in-depth discovery process, John provides tailored financial planning that addresses each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while navigating complex financial issues.

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