Opus Financial Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

4421 Manns Chapel Rd, Chapel Hill, North...

Phone Number

(704) 872-7671

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Opus Financial Advisors

Opus Financial Advisors is a premier financial planning and investment management firm located in North Carolina, offering a comprehensive array of services including retirement, estate planning, investment management, insurance, and tax services. The firm is committed to providing objective and unbiased advice, fostering long-lasting relationships with clients through open communication and ongoing education. Their holistic approach aims to demystify financial planning and help clients achieve their personal goals and dreams. Opus Financial Advisors primarily serves individuals and families looking to secure their financial future.Explore more
Opus Financial Advisors's Social MediaPopular SearchesOpus Financial Advisors IncOpus Financial AdvisorsOpus Financial IncOpus FinancialsOpus Aviation LLCSIC Code 62,628NAICS Code 52,523Show more

Opus Financial Advisors Org Chart

Nina Lloyd, President & Chief Executive Officer at Opus Financial Advisors
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President & Chief Executive Officer

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Chief Investment Officer & Founder

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LF
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Financial Advisor

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Financial Advisor

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Financial Advisor

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Compare Similar Companies to Opus Financial Advisors

Compare insights from companies similar to Opus Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Opus Financial Advisors

$5.4M
1-10
Private
-
1982
Nina Lloyd, President & Chief Executive Officer at Opus Financial Advisors
Nina LloydPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Opus Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Opus Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opus Financial Advisors.

Opus Financial Advisors Tech Stack

A closer look at the technologies used by Opus Financial Advisors

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Frequently Asked Questions Regarding Opus Financial Advisors

What is Opus Financial Advisors's official website?
Opus Financial Advisors's official website is www.opusfa.com
What is Opus Financial Advisors's Revenue?
Opus Financial Advisors's revenue is $5.4 Million
What is Opus Financial Advisors's SIC code?
Opus Financial Advisors's SIC: 62,628
What is Opus Financial Advisors's NAICS code?
Opus Financial Advisors's NAICS: 52,523
How many employees does Opus Financial Advisors have?
Opus Financial Advisors has 1-10 employees
What industry does Opus Financial Advisors belong to?
Opus Financial Advisors is in the industry of: Finance, Securities Trading
What is Opus Financial Advisors competition?
Opus Financial Advisors top competitors include: JLB Wealth Management Group, Nobile Hinchey Private Wealth Management, Tim Mezhlumov, Gregory-Matthew
What technology does Opus Financial Advisors use?
Some of the popular technologies that Opus Financial Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Smarsh
How do I contact Opus Financial Advisors?
Opus Financial Advisors contact info: Phone number: (704) 872-7671 Website: www.opusfa.com
What does Opus Financial Advisors do?

Opus Financial Advisors is a premier financial planning and investment management firm located in North Carolina, offering a comprehensive array of services including retirement, estate planning, investment management, insurance, and tax services. The firm is committed to providing objective and unbiased advice, fostering long-lasting relationships... with clients through open communication and ongoing education. Their holistic approach aims to demystify financial planning and help clients achieve their personal goals and dreams. Opus Financial Advisors primarily serves individuals and families looking to secure their financial future.Read More

What are Opus Financial Advisors social media links?
Opus Financial Advisors Linkedin page Opus Financial Advisors Facebook page
Is Opus Financial Advisors a public company?
Opus Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Opus Financial Advisors

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