Opes Advisors

Opes Advisors is a financial services company based in Cupertino, CA, specializing in providing personalized mortgage and wealth management solutions to clients. With a focus on holistic financial planning, Opes Advisors offers a range of services to help individuals and families achieve their financial goals and secure their future. Generated from their business information

Franklin Resources, also known as Franklin Templeton Investments, is a global investment management organization. It manages investments and provides pension plans for individuals, institutions, trusts and partnership firms. Franklin Resources offers a variety of products and services, including college plans, education savings accounts, charitable giving funds and tax-related information service. The company has various account services, such as electronic fund transfers and automatic investment and systematic withdrawal plans. Its other investment options include tax-free, founding, growth, and real and total return funds. Franklin Resources also offers global and domestic account-related products and services for high net worth individual and institutional clients. The company provides investment solutions and services under several brand names, including Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas. Franklin Resources has its headquarters in San Mateo, Calif., with offices in more than 25 countries worldwide.