Opus Financial Advisors, Inc.

Financial Services - Statesville, NC, US

Opus Financial Advisors, Inc. Employees
Cindy Johnson

Office and Client Services Manager

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Janna Deegan

Vice President and Chief Comliance Officer

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Nina Lloyd

President & Chief Executive Officer

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Martin Frost

Vice President & Senior Investment Analyst

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Martin CFP

Durham - Chapel Hill Area

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Lowell McCarthy

Associate Financial Advisor/ Paraplanner

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Opus Financial Advisors, Inc. Senior Management
Nina Lloyd

President & Chief Executive Officer

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Opus Financial Advisors, Inc. Details

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.

Opus Financial Advisors, Inc. logo, Opus Financial Advisors, Inc. contact details
Website: opusfa.com
Employees: 5 - 9
HQ: 704-872-7671
Location: Statesville, NC, US
Revenue: 500k - 1 Million
Wealth Management Investment Services Retirement Strategies Financial Planning Financial Services Financial Advisory Services
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