Auric Road Wealth Management of Conservant Financial

Opes One, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Advance Financial Lighthouse highest priorities are to keep the best interests of our client first and adhere to the highest standards of ethical principles. We will strive to guide our clients to design the financial life they desire based upon personal values and goals to live an amazing life. And we will help ensure our clients stay on track to pursue their goals and dreams by serving as your accountability partner.

James Oplotnik with Access Advisory Group LLC has been serving the area since 1985. He handles Financial Planning, Wealth Management, Employee Benefits, and more. Call him to help secure your financial future.