Why do people switch to Opes?
Some of our clients tell us that they felt “lost in the shuffle” with their previous financial advisors. Most often we hear that they began working with us because they value our expertise combined with our comprehensive and personalized approach. They also appreciate their ability to stay informed and involved in the investment process. Other clients initially met with us for mortgage needs. And, through the process, realized they did not have a meaningful financial strategy in place and had not considered other financial responsibilities. They found value in our comprehensive approach to home financing and our understanding of the complexity of the interactions. Opes Advisors is licensed as a registered investment advisor with the Securities and Exchange Commission (SEC) and is licensed as a Residential Mortgage Lender by the CA Dept of Real Estate, license #01458652 © 2009 Opes Advisors, Inc. Privacy Policy. Site design by Threestory Studio.
Some of our clients tell us that they felt “lost in the shuffle” with their previous financial advisors. Most often we hear that they began working with us because they value our expertise combined with our comprehensive and personalized approach. They also appreciate their ability to stay informed and involved in the investment process. Other clients initially met with us for mortgage needs. And, through the process, realized they did not have a meaningful financial strategy in place and had not considered other financial responsibilities. They found value in our comprehensive approach to home financing and our understanding of the complexity of the interactions. Opes Advisors is licensed by the CA Dept. of Real Estate license #01458652, Oregon ML-4902 and NMLS identifier 235584. Equal Opportunity Lender. Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). 2011 Opes Advisors, Inc. All rights reserved. Privacy Policy.
