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7317 Tryon Rd
Cary, NC 27518-6603
Rob Lareau is a Premier Banker with 10 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Rob’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.
Rob holds his Series 7 and 66 securities registrations and life, health and long-term care insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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