Opes Advisors

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1212 Marsh St Ste 2
San Luis Obispo, CA 93401
+1 (805) 250-2400
http://www.wellsfargoadvisors.com

Opes Advisors, located in San Luis Obispo, CA, offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a focus on personalized investment strategies, the firm emphasizes the importance of a dedicated financial advisor to help clients navigate their financial journeys.

The firm provides various products and solutions, including IRAs, college savings plans, insurance, and estate planning services. Opes Advisors is committed to educating clients on investment options and helping them achieve their financial goals through informed decision-making and strategic planning.

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Reviews

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5.08 reviews
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Sue A.
11/14/2015

Stay away. This company is bad news. Only wants to deal with those folks with LOTs of $$$. Please be warned. Customer service is horrible. In a pinch, good luck as there are many hoops and...

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Gary T.
4/16/2018

After 9 years and about $200k in fees, I left with a 6% return. They charged me $ 125 per account, I had 7..Thanks for nothing

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