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portrait of Ted Oberg
FINANCIAL ADVISOR

Ted Oberg

AAMS™
1160 Twin Stacks Drive, Dallas, PA 18612opens in a new window
CallSend Me a Message

About Ted

Your long-term financial success is our goal. Our process focuses on what you can control. Together, we will develop a personalized strategy that takes into consideration your tolerance for risk, while also tracking investment performance, providing you with tailored advice and guidance. Our goal is to help you remain on track by monitoring your goals through various life stages so you can achieve what is most important to you.

In 2009, I began my career with Edward Jones as a financial advisor in the Back Mountain area. I enjoy helping the community thrive, whether that be individuals, families, or small...

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Misericordia UniversityMaster of Business Admin
  • Messiah CollegeBachelor of Applied Science

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Volunteering
  • Animal Rescue

Team Members

  • Rachel Oberg
    Associate Financial Advisor
  • Donna Evans
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(570) 675-3335

Fax

(877) 861-9499

Office Address

1160 Twin Stacks Drive
Dallas, PA 18612opens in a new window

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