Opinicus Wealth Management
941-896-9909
Listing Manager:
Griffin Dalrymple
Opinicus Wealth Management is a financial firm which provides a number of investment and advisory services to its clients in the greater Bradenton area. Services provided can include portfolio management, wealth advancement consulting and retirement planning guidance. Prospective clients may view an in-depth description of the reasoning behind Opinicus Wealth Management's methodology on its website and may request a consultation either by filling out the contact form on the website or by contacting the firm over the phone.
- Hours: By appointment
- Payments accepted: Personal Check
- Parking: Free lot
- Services: Asset management, Financial advice, IRAs, Mutual funds, Stock brokerage
- Type: Business, Personal
- What's your customer service philosophy?: At Opinicus, our mission is to uncover the potential and help facilitate the long-term financial success of our clients through education, articulate communication, tactical investment and a high value, goal-oriented service model.
- Type: Business, Personal
- Services: Estate planning, Financial planning/counseling, Retirement planning, Year-round assistance
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