Opes Wealth Management - Menlo Park, California

Overview of Opes Wealth Management

Located at 535 Middlefield Rd Suite 160, Menlo Park, CA 94025, United States, Opes Wealth Management stands out as a notable player in the financial services industry. With a phone number 4088315800, potential clients can easily reach out for financial guidance and investment services. Their official website, opeswealth.com, serves as a comprehensive resource for learning more about their offerings and services.

As a firm that prides itself on being both LGBTQ+ owned and women-owned, Opes Wealth Management brings a unique perspective to financial planning and consulting. Their specialties include providing Financial planning, Financial consulting, and offering investment services. This diversity in expertise positions them as a versatile partner for individuals and possibly small businesses looking to navigate the complex world of finance.

For those with accessibility needs, Opes Wealth Management is considerate, offering wheelchair-accessible car park, an accessible entrance, wheelchair-accessible seating, a wheelchair-accessible toilet, and a toilet. Additionally, they recommend scheduling appointments to ensure a smooth service experience.

It's worth noting that Opes Wealth Management has garnered no reviews on Google My Business, indicating a lack of public feedback. However, the average opinion score is 0/5, which raises concerned questions about customer satisfaction. This should be taken into consideration when evaluating their services.

In terms of practical information for potential clients, online appointments are available, suggesting flexibility in how one can seek financial advice. The firm's commitment to accessibility and the provision of both online and on-site services caters to a broad range of client preferences and needs.

Given these points, while Opes Wealth Management offers a range of financial services with a focus on inclusivity, the absence of customer reviews and average ratings warrant cautious consideration. For those interested in exploring their services further, visiting their website at opeswealth.com is recommended. Here, prospective clients can find detailed information about their services, learn more about the firm's approach to financial management, and possibly schedule a consultation to assess whether their approach aligns with one's financial goals and values.