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Opus Financial Advisors, Inc.

Opus Financial Advisors, Inc.


Opus Financial Advisors, Inc.'s financial review

Opus Financial Advisors, Inc.'s Revenue (Yearly)

20.8M

Employees

8


Opus Financial Advisors, Inc. information

Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont region's oldest independent investment advisors, Opus takes pride in helping people orchestrate their financial future and have peace of mind about their finances. We hope you will spend some time getting to know who we are and what we do. Please exp...
Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont region's oldest independent investment advisors, Opus takes pride in helping people orchestrate their financial future and have peace of mind about their finances. We hope you will spend some time getting to know who we are and what we do. Please explore our full site at www.opusfa.com. We believe you will discover what sets us apart from other firms in this industry--a long term, relationship based service model and sound financial counsel based on more than 70 years of cumulative experience. We'd like the chance to learn more about you and your family. We hope to get that opportunity in the near future.Link to FINRA - http://www.finra.org/Link to SIPC - http://www.sipc.org/Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC.Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. This communication is strictly intended for individuals residing in the state of North Carolina. No offers may be made or accepted from any resident outside the specific state referenced.

Opus Financial Advisors, Inc. industries

Financial planning
Retirement strategies
Investment services
Wealth management

Opus Financial Advisors, Inc.'s financial review

Opus Financial Advisors, Inc.'s Revenue (Yearly)

20.8M

Employees

8

Technologies

Hosting
Web Performance Monitoring
CSS and JavaScript Libraries
Online Video Platforms

Notable Alumni

Employees

Vice President & Senior Investment Analyst
Office and Client Services Manager
Vice President and Chief Comliance Officer
President & Chief Executive Officer

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