Opal Wealth Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 1-10 Employees
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Overview
Headquarters
2 Jericho Plz Ste 208, Jericho, New York...Phone Number
(516) 388-7980Website
www.opalwealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
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1
About Opal Wealth Advisors
Opal Wealth Advisors offers personalized financial guidance to help clients take control of their finances, design their ideal retirement, and achieve their financial goals. They provide tailored services for pre-retirees, women, and entrepreneurs through their OPAL+ program. The firm emphasizes simplifying financial complexities and delivering personalized attention to ensure clients stay on track with their financial plans. Located in Jericho, New York, Opal Wealth Advisors aims to empower clients to attain financial freedom and peace of mind.Explore more
Opal Wealth Advisors Org Chart
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Activity Insights
Opal Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Opal Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opal Wealth Advisors.
Opal Wealth Advisors financials insights
Gather financial insights about Opal Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Opal Wealth Advisors Tech Stack
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Most Recent Scoops
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Executive Move
Executive Moves, New Hire
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Funding
Opal Wealth Advisors LLC has received an SBA PPP loan for $150,000-350,000 from Live Oak Banking Company.
Funding
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Frequently Asked Questions Regarding Opal Wealth Advisors
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Opal Wealth Advisors offers personalized financial guidance to help clients take control of their finances, design their ideal retirement, and achieve their financial goals. They provide tailored services for pre-retirees, women, and entrepreneurs through their OPAL+ program. The firm emphasizes simplifying financial complexities and delivering per... Read More
