Opus Financial Advisors, Inc.

www.opusfa.com

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. Advisors include Jim Staples (President and CEO), Michelle Rokes (VP), Carole Hendrix, and Nina Staples Lloyd (VP). Bios are available at www.opusfa.com. Link to FINRA - http://www.finra.org/ Link to SIPC - http://www.sipc.org/ Securities offered through FSC Securities Corporation. Member FINRA/SIPC. Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with FSC Securities Corporation. 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.

Read more

Reach decision makers at Opus Financial Advisors, Inc.

Lusha Magic

Free credit every month!

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. Advisors include Jim Staples (President and CEO), Michelle Rokes (VP), Carole Hendrix, and Nina Staples Lloyd (VP). Bios are available at www.opusfa.com. Link to FINRA - http://www.finra.org/ Link to SIPC - http://www.sipc.org/ Securities offered through FSC Securities Corporation. Member FINRA/SIPC. Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with FSC Securities Corporation. 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.

Read more
icon

Country

icon

State

North Carolina

icon

City (Headquarters)

Statesville

icon

Employees

1-10

icon

Founded

1982

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Independent Financial Advisor , Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President and Senior Investment Analyst

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President and Chief Comliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(24)

Reach decision makers at Opus Financial Advisors, Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details