Opal Wealth Advisors - Jericho, New York

Opal Wealth Advisors

Una empresa de servicios financieros con sede en Jericho, Nueva York, que ofrece asesoramiento de inversión a sus clientes.

Características y especialidades

Opal Wealth Advisors se destaca por su enfoque en la asesoría de inversión, ofreciendo servicios personalizados a sus clientes. Su equipo de expertos en finanzas trabaja estrechamente con sus clientes para entender sus objetivos financieros y desarrollar planes de inversión personalizados.

Ubicación y accesibilidad

La sede de Opal Wealth Advisors se encuentra en Jericho, Nueva York, en la dirección 2 Jericho Plaza #208, Jericho, NY 11753, United States. La empresa es accesible para personas con discapacidad, con un estacionamiento y entrada adaptados para personas con discapacidad.

Información de contacto

Para obtener más información o establecer una cita con un asesor financiero de Opal Wealth Advisors, puede llamar al teléfono 516-388-7980 o visitar su sitio web en opalwealthadvisors.com.

Otras características

Opal Wealth Advisors cuenta con una variedad de servicios, incluyendo la asesoría de inversión, la planificación financiera y la gestión de patrimonio. El equipo de la empresa está comprometido con brindar asesoramiento personalizado y experto a sus clientes.

Opiniones y recomendaciones

Según las opiniones de sus clientes, Opal Wealth Advisors se destaca por su profesionalismo, dedicación y compromiso con la satisfacción de sus clientes. Los clientes elogian a su equipo por su capacidad para entender sus necesidades financieras y desarrollar planes de inversión efectivos.

Media de opinión

La media de opinión de Opal Wealth Advisors en Google My Business es de 5/5, lo que refleja la alta satisfacción de sus clientes con los servicios que ofrece.

Otras características interesantes

Algunos de los servicios y características que ofrece Opal Wealth Advisors incluyen:

• Asesoría de inversión
• Planificación financiera
• Gestión de patrimonio
• Estacionamiento y entrada adaptados para personas con discapacidad

Recomendación

Para aquellos que buscan asesoramiento de inversión personalizado y experto, Opal Wealth Advisors es una excelente opción. Con su equipo de expertos en finanzas y su enfoque en la satisfacción del cliente, la empresa ofrece una experiencia financiera de alta calidad.

👍 Reviews of Opal Wealth Advisors

jeffrey S.

5/5

Have been working with Lee at Opal Wealth for a couple of years now. He is thorough and very detail oriented, discussing aspects of finance with my wife and myself that previous managers never touched on. He and everyone we have encountered at Opal are courteous and responsive, which when it comes to personal finance is, at least to us, very important. Wish we had met Lee sooner but glad we are with him and Opal now. Highly recommend!

Denali G.

5/5

Working with Joe and the Opal team has been a wonderful experience. They are all communicative and willing to answer my questions in a clear, prompt, and helpful manner. Joe is incredibly personable and phenomenal at his job. I'd recommend Opal to anyone looking for a financial advisor!

Michael S. T. A.

5/5

Their advice is wholistic and not limited strictly to our investments. They are helpful with all aspects of our financial lives from the best way to purchase a car, tax planning, health care, to long term care. We needed a consultant to help us sell our business and they recommended the most fantastic firm that got us so much more money than we expected and guided us safely through the entire process. They are extremely responsive and professional. And we make continue to make money with them!!

THERESA S.

5/5

Joe and his team are a pleasure to work with. We feel very confident about our financial future.

Barbara R.

5/5

The Opal team, especially Jesse with whom we’ve worked over the years, is exceptional.Not only are they very knowledgeable, but they deliver their advice with warmth, honesty and clarity.

Rob R.

5/5

Opal advisors are the best in the business. They know the market well and get you invested in products that are best suited to your needs. They do not try to sell any products. Joe F. and his team are available by phone or email at anytime. They are only interested in doing what’s right for you, your family and your future. I highly recommend Opal and their expert advisors.

Rolando F.

5/5

We've been with Jesse Giordano for a lot of years and we sincerely have a very beneficial and productive experience with him.We also appreciated his tremendous knowledge and expertise and never stop enriching himself on the financial field. Special mention to Lee,Joe and the whole staff for their kindness on every conference with OWA.

John M.

5/5

Great company with great people working for them. Have learned a lot through my advisor Gino Carollo and his team. They take the time and also the concern needed when making such important decisions. Always available and always helpful.