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Opus Financial Advisors, Inc. Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Opus Financial Advisors, Inc. is a financial services firm based in Statesville, North Carolina, offering financial planning and investment management services. With a long-standing presence in the Piedmont region, the firm emphasizes a relationship-based service model and provides financial guidance rooted in decades of collective experience. Its services are delivered to residents within North Carolina, focusing on helping clients organize their finances and achieve peace of mind about their financial future. The firm operates as an independent advisory practice, separate from affiliated broker-dealers, and emphasizes comprehensive financial counsel tailored to individual needs. In addition to advisory services, Opus Financial Advisors offers insurance services and communicates through its website, highlighting its commitment to client-focused planning and ongoing relationships.

Find Opus Financial Advisors, Inc. employees' phone numbers or email addresses

Opus Financial Advisors, Inc. Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Opus Financial Advisors, Inc.'s Leadership

  • Stylized image of a person
    M. D.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Executive Assistant
    Phone icon
    Mobile Phone

Opus Financial Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Opus Financial Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. D.
    Principal
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. W.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Opus Financial Advisors, Inc. known for?

Minus sign iconPlus sign iconOpus Financial Advisors, Inc. was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-704-872-****
. Explore Opus Financial Advisors, Inc.'s company overview page for more information.

What is Opus Financial Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconOpus Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Opus Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Opus Financial Advisors, Inc. have currently?

Minus sign iconPlus sign iconOpus Financial Advisors, Inc. has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Opus Financial Advisors, Inc.'s key employees and leadership?

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As of July 2026, Opus Financial Advisors, Inc.'s key employees include:

  • Principal: M. D.
  • Executive Assistant: J. W.

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