Opus Private Client
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
800 Westchester Ave Ste N409, Rye Brook,...Phone Number
(914) 825-1000Website
www.opus-pc.comRevenue
$19.1 MillionIndustry
About Opus Private Client
Opus Private Client, LLC specializes in providing comprehensive financial planning services, including estate, insurance, investment, and tax planning. Their approach focuses on building long-term relationships with clients, understanding their personal situations, and helping them achieve their financial goals. The firm integrates corporate benefits with personal planning to maximize efficiency for their clients. They cater to individuals and families seeking to navigate life transitions and enhance their financial well-being.Explore more
Opus Private Client Org Chart
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Opus Private Client, LLC specializes in providing comprehensive financial planning services, including estate, insurance, investment, and tax planning. Their approach focuses on building long-term relationships with clients, understanding their personal situations, and helping them achieve their financial goals. The firm integrates corporate benefi... Read More
