$50MM AUM | $500,000 GDC in Statesville, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Statesville, NC, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
400
Avg Client Age
60
Overview

Our philosophy and our processes are based on more than 80 years of cumulative experience in the financial industry and markets. We are passionate about providing our clients confidence regarding their finances. In an economic environment that is constantly changing, an effective financial plan requires balance, clarity, and sound strategy. Since 1982, Opus Financial Advisors has helped clients from all walks of life preserve and protect their assets and build a better future for themselves and their families. We have an office in Statesville, NC and are opening a second office in Chapel Hill, NC in Fall 2016. Our team is comprised of 30+ year veterans--and motivated, qualified professionals under 45 ready to lead the firm in the years to come. We are interested in connecting with advisors approaching retirement that wish to leave their clients in the care of passionate, knowledgeable, and caring professionals.

Extended Profile Information

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