We're thrilled to let you know that January 18th marks Opal Wealth Advisors’ fifth anniversary! It's exciting to celebrate this milestone with you, our wonderful Opal family. From the depths of our hearts, we humbly thank all of the Opal clients and team members that have joined us on this journey. Our firm has experienced remarkable growth because of your loyalty and support. #happyteam #happyoffice #officelife #happyanniversary #workiversary _____ The information in this post is provided for general informational and educational purposes only and does not serve as the receipt of, or as a substitute for, personalized investment advice from Opal Wealth Advisors. Please see additional disclosure information at https://bit.ly/3Ke9LH6.
Opal Wealth Advisors
金融服务
Jericho，NY 1,461 位关注者
Live a life of financial freedom, joy and abundance.
关于我们
Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance—for yourself, your family, and your business. The heart of our process is developing an understanding of your purpose and goals. This guides us in creating a customized plan and applying effective technologies to help evaluate investments, monitor goals, and stay connected with you. Our prime objective is for your money to work hard for you, not the other way around. We consider a full range of investment opportunities, not just stocks and bonds, and recommend asset allocation strategies to make sure your money keeps working actively for generations—so you don’t have to. As your wealthcare advocates, we have the privilege of assisting you through many of life’s most critical moments. The birth of a child, a divorce, the loss of a loved one, or even the sale of your business can be times of uncertainty when you need to know that your wealth will fully protect you. Our team makes sure you’re covered for the expected, as well as the unforeseen. Opal Wealth Advisors is completely dedicated to helping you live the life you want, now and in the future. Please see Important Disclosure Information at https://bit.ly/opaldisclosure View our Privacy Policy here: https://opalwealthadvisors.com/wp-content/uploads/2020/03/Opal_Privacy_Policy_Jan2020.pdf
- 网站
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https://opalwealthadvisors.com
Opal Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Jericho，NY
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Financial Planning、Wealth Management、Investment Management、Estate Planning、Tax Planning、Business Planning和Performance Coaching
地点
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主要
获取路线
2 Jericho Plaza
Suite 208
US，NY，Jericho，11753
Opal Wealth Advisors员工
动态
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Meet Chelsea Barrows, CFP?, AIF?. With over five years in the field, Chelsea knows that a strong partnership can make all the difference, always focusing on understanding each client's unique needs so they can navigate financial challenges with confidence. Meet Chelsea: https://lnkd.in/ewHP7CKm #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Financial goals shouldn't just be dreams—they should be milestones you reach. At Opal, we've developed the Opal Way to help turn your intentions into reality. By working with us, you'll have access to a proven process and expert guidance to help you build and execute a personalized financial strategy. See how it works: https://lnkd.in/edbd8i3c #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Planning for long-term care is essential, but not everyone realizes that Medicare covers only short-term medical needs, not long-term care. Medicaid may help, but qualifying often requires careful planning. Take a look at our blog post to better understand what’s covered—and what’s not: https://lnkd.in/eqhv4tkJ #WealthManagement #OpalWealthAdvisors #LongTermCare *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Considering retirement but feeling overwhelmed by the planning process? Opal Wealth Advisors is here to make it simple. From prioritizing your goals to designing a tailored roadmap, we’ll guide you every step of the way to your dream retirement. With Opal, you’ll gain clarity, confidence, and a plan designed just for you. Start designing your ideal retirement today: https://lnkd.in/dX9wtDQ #WealthManagement #OpalWealthAdvisors #RetirementPlanning *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Meet Tiffany Melendez, Relationship Manager at Opal Wealth Advisors! With over 20 years of experience, Tiffany’s goal is to provide exceptional, VIP service to every client she works with. Discover more about Tiffany and her passion for client success: https://lnkd.in/ecuPAznp #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Clients today face information overload, leading to indecision. As advisors, it’s our job to cut through the noise and spark meaningful action. By blending knowledge with personalized, high-touch experiences, we can help clients move from knowing what to do to actually doing it. In the latest from Wealth Solutions Report, Lee Korn, CPWA? provides 6 personalized strategies to bridge the gap between knowing what to do and actually doing it. #OpalWealthAdvisors #FinancialAdvisor #InvestmentAdvisor #WealthManagement #LongIslandFinancialAdvising #FinancialPlanningNY #LongIslandInvestments #FianancialAdvisorNY #InvestmentManagement https://lnkd.in/gwEUMGu7 *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Why work with Opal? Our team manages the details so you can focus on your goals, with a plan that adapts as you grow. See how we simplify your financial life and find out why clients choose Opal: https://lnkd.in/gby7_m2 #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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Fraud is on the rise, and protecting yourself has never been more critical. This International Fraud Awareness Week, we're sharing practical steps to safeguard your identity and finances. From verbal passwords to freezing your credit, our blog outlines 5 key ways to boost your security against ID and credit card theft: https://lnkd.in/eampbywJ #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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This Veterans Day, we honor the men and women who have served our country with courage and dedication. Your service and sacrifice protect our freedoms, and for that, we are deeply grateful. Thank you for all you've done. #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.
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