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Opes Private Wealth Management is a full-service financial planning company based out of East Hampton, New York. We have offices throughout the New York area and specialize in providing complex financial solutions and tax efficient strategies to individual and institutional clients while meeting their long-term needs and goals.
****Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC.
Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment advisor.
Fixed insurance products offered through B. Riley Wealth Insurance.
Company Details
- Employees
- 3
- Address
- East Hampton, New York
- Industry
- Financial Services
- Website
- opesprivatewealth.com
- HQ
- East Hampton, New York
Opes Private Wealth Management Questions
Opes Private Wealth Management's website is opesprivatewealth.com
Opes Private Wealth Management's LinkedIn profile is https://www.linkedin.com/company/opes-private-wealth-management
Opes Private Wealth Management has
3 employees.
View email and phone details for 3
employees at Opes Private Wealth Management.
Opes Private Wealth Management's industry is
Financial Services
Opes Private Wealth Management's top competitors are
A.g. Edwards & Sons, Inc.,
Axonic Capital,
Mycareclub,
Udine Wealth Management,
Cole Schotz P.c.,
Hardscrabble Club,
Raymond James Financial,
Thav Ryke & Associates,
Twoten Planning,
Homrich Berg.
Opes Private Wealth Management's categories are Financial Services
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Top Opes Private Wealth Management Employees
-
Zachary Eisner, CFP®, CRPC®
Vice President, Opes Private Wealth Management
New York City Metropolitan Area, United States2ubs.com, aol.com -
Michelle Baez
Realtor At Home And Hearth Real Estate
New York City Metropolitan Area, United States -
Marc Lowlicht, CFP®, MSFP
Providing 30 Years Of Intelligent Solutions To Complex Financial Goals
East Hampton, New York, United States, United States
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