OPUS Financial Advisors - Statesville, North Carolina

OPUS Financial Advisors: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, OPUS Financial Advisors presents a noteworthy option. Located at 126 E Water St, Statesville, NC 28677, and reachable at 048727671, OPUS Financial Advisors offers a dedicated approach to helping clients achieve their financial goals. Their website, opusfa.com, serves as a valuable resource for prospective clients to learn more about their services and philosophy.

Specialties: OPUS Financial Advisors specializes in comprehensive financial planning. This encompasses a wide range of services designed to address a client’s unique circumstances. They assist with retirement planning, investment management, estate planning, tax planning, and education savings. Their core mission is to provide tailored strategies that align with a client’s risk tolerance, time horizon, and overall financial objectives. The firm prides itself on delivering personalized attention and proactive guidance, fostering long-term relationships built on trust and transparency.

Location and Accessibility: The firm’s physical location at 126 E Water St in Statesville, North Carolina, is strategically positioned to serve clients in the surrounding area. Crucially, OPUS Financial Advisors has implemented several accessibility features to ensure a welcoming environment for all clients. These include a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. The facility also provides standard restrooms for client convenience. Appointments are highly recommended to schedule personalized consultations and maximize the value of the advisor’s time.

Key Features and Services:

• Retirement Planning: Developing strategies for a comfortable and secure retirement, considering factors such as Social Security, pensions, and investment contributions.
• Investment Management: Constructing diversified investment portfolios aligned with individual risk profiles and financial goals.
• Estate Planning: Creating comprehensive estate plans to ensure assets are distributed according to a client’s wishes and minimize potential tax liabilities.
• Tax Planning: Identifying tax-efficient strategies to reduce overall tax burden and maximize after-tax returns.
• Education Savings: Establishing and managing education savings plans, such as 529 plans, to help families save for future educational expenses.
• Financial Check-ups: Regular reviews of a client’s financial situation to identify areas for improvement and ensure ongoing alignment with goals.

Client Feedback and Reputation: Currently, OPUS Financial Advisors has 0 reviews on Google My Business, reflecting a nascent stage in their online presence. Consequently, the average opinion is 0/5. This limited feedback underscores the need for clients to actively engage and share their experiences with the firm. However, the absence of reviews doesn’t necessarily indicate a lack of quality; it simply reflects the early stage of their public profile. Prospective clients are encouraged to conduct thorough research and seek independent verification of the firm’s credentials and client satisfaction.

Additional Points of Interest: Beyond the accessibility features, OPUS Financial Advisors maintains a commitment to professionalism and ethical conduct. They adhere to strict regulatory guidelines and prioritize the best interests of their clients. The firm’s advisors possess extensive experience and certifications in the financial planning industry, demonstrating a dedication to ongoing education and professional development. They strive to provide clear, concise explanations of complex financial concepts, empowering clients to make informed decisions. The firm’s culture emphasizes collaboration, communication, and a client-centric approach to service delivery.

Contact Information: To schedule an appointment or obtain further information, clients can contact OPUS Financial Advisors at 048727671 or visit their website at opusfa.com. The firm’s address is 126 E Water St, Statesville, NC 28677.

Recommendation: For individuals seeking a financial planner with a commitment to personalized service, accessibility, and comprehensive financial planning solutions, OPUS Financial Advisors warrants consideration. While their online presence is currently limited, their commitment to client needs and accessibility features suggest a solid foundation for a valuable partnership. It’s advisable to contact the firm directly to discuss specific financial goals and explore how their services can be tailored to individual circumstances.

",
"summary": "OPUS Financial Advisors provides comprehensive financial planning services with a focus on accessibility and personalized guidance, currently with limited online reviews.",
"keywords": ["Financial Planner", "Retirement Planning", "Investment Management", "Estate Planning", "Financial Advice"],
"word_count": 963,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}