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Opes One Advisors, LLC

EST. AUM
$100,000,000

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Firm Details

Metro area Dallas
CRD Number
Website opesone.com
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Overview

Opes One is a financial services firm specializing in helping clients achieve their financial goals through retirement planning, tax strategy, estate planning, and small business support, catering to individuals, families, high-net-worth clients, and businesses. The firm operates as an Agency of The Guardian Life Insurance Company of America, with securities products and advisory services offered through Park Avenue Securities, LLC (PAS), a FINRA/SIPC member and indirect, wholly-owned subsidiary of Guardian. Opes One works with over 19,000 clients throughout Texas, Oklahoma, and the United States. Opes One With over 100 years of collective experience and a commitment to customer well-being, Opes One aims to secure legacies and foster financial independence. The firm has been recognized by DALBAR and J.D. Power for its commitment to client service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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