Company Overview
- Headquarters
- 2 Jericho Plaza Suite 208, Jericho NY
- Website
- opalwealthadvisors.com
- Employees
- 24
- Founded in
- 2019
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Opal Wealth Advisors
Opal Wealth Advisors, located in Jericho, New York, is a financial advisory firm dedicated to helping clients achieve financial freedom. Employing 24 individuals, the company generates approximately $2.5 million in annual revenue. Opal Wealth Advisors specializes in providing personalized wealth management solutions tailored to each client's unique goals and circumstances. Their services encompass investment planning, asset allocation strategies, and comprehensive wealth protection planning. The company emphasizes a proactive approach, utilizing advanced technologies to monitor investments, track progress towards goals, and ensure clients' wealth remains actively working for them. Opal Wealth Advisors distinguishes itself through its commitment to understanding clients' aspirations and guiding them through various life transitions. Recognizing that financial decisions often intersect with significant milestones, the firm aims to provide comprehensive support, addressing both anticipated and unexpected circumstances. Clients interested in learning more about Opal Wealth Advisors' services can visit their website at opalwealthadvisors.com.
Opal Wealth Advisors Industry Tags
Opal Wealth Advisors Tech Stack
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