Martin CFP

Durham - Chapel Hill Area at Opus Financial Advisors, Inc. - Statesville, NC, US

Martin CFP's Colleagues at Opus Financial Advisors, Inc.
Cindy Johnson

Office and Client Services Manager

Contact Cindy Johnson

Janna Deegan

Vice President and Chief Comliance Officer

Contact Janna Deegan

Nina Lloyd

President & Chief Executive Officer

Contact Nina Lloyd

Martin Frost

Vice President & Senior Investment Analyst

Contact Martin Frost

Lowell McCarthy

Associate Financial Advisor/ Paraplanner

Contact Lowell McCarthy

View All Martin CFP's Colleagues
Martin CFP's Contact Details
HQ
704-872-7671
Location
Company
Opus Financial Advisors, Inc.
Martin CFP's Company Details
Opus Financial Advisors, Inc. logo, Opus Financial Advisors, Inc. contact details

Opus Financial Advisors, Inc.

Statesville, NC, US • 5 - 9 Employees
Financial Services

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.

Wealth Management Investment Services Retirement Strategies Financial Planning Financial Services Financial Advisory Services
Details about Opus Financial Advisors, Inc.
Frequently Asked Questions about Martin CFP
Martin CFP currently works for Opus Financial Advisors, Inc.
Martin CFP's role at Opus Financial Advisors, Inc is Durham - Chapel Hill Area.
Martin CFP's email address is ***@opusfa.com. To view Martin CFP's full email address, please signup to ConnectPlex.
Martin CFP works in the Financial Services industry.
Martin CFP's colleagues at Opus Financial Advisors, Inc. are Cindy Johnson, Janna Deegan, Nina Lloyd, Martin Frost, Carole Hendrix, Lowell McCarthy and others.
Martin CFP's phone number is 704-872-7671
See more information about Martin CFP