Opes Advisors is a privately-held, regionally-based financial services firm, offering competitively-priced jumbo, conforming, and government loan products in a specialized Mortgage Banking Platform. Our planning-based approach to selling a mortgage involves a philosophy and approach that helps our clients make informed financial decisions on their home purchases and refinances, and takes into account all aspects of their financial life.
Opes Advisors’ vision is integrated wealth management and mortgage banking expertise. Our mortgage banking offer considers our client’s real estate and real estate financing needs, as well as their stocks, bonds and other assets, and the overall impact they have our our client’s lifestyle expenses and long-term goals.
Opes Advisors is licensed as a registered investment advisor with the Securities and Exchange Commission (SEC) and is licensed as a Residential Mortgage Lender by the CA Dept of Real Estate, license #01458652
Opes Advisors’ corporate website
2009 Opes Advisors, Inc.
Equal Housing Lender.
Contact/Connect
415-948-5390 phone/text
866-495-1347 efax