OPUS Financial Advisors
Investing
Why pick this one
Opus Financial Advisors has served clients since 1982, offering a fiduciary commitment to client interests and comprehensive financial services.
Best for
- long-term financial planning
- investment management for families
- estate planning assistance
- tax strategy consultation
Look elsewhere if
- short-term investment advice
- low-budget financial services
Specialties
- financial planning
- investment management
- estate planning
- tax strategies
Certifications
- registered investment advisor
What makes them different
- fiduciary advisors committed to client interests
- team-based approach for broader perspectives
- long-term relationships spanning generations
- focus on community financial literacy
- offer workshops for client education
- Years in business
- since 1982
- Serves
- Statesville, Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 126 E Water St, Statesville, NC 28677-5228
- Phone
- +17048727671
- Website
- http://www.opusfa.com/
- nina@opusfa.com
Services
- comprehensive financial advice
- wealth preservation
- insurance consulting