We were in the market for a new planner and a friend recommended senior partner Rob Granner at Opus Financial. The Opus practice is well-established, organized, and every visit so far has been a pleasurable and educational experience. Rob gave clear guidance on how we could combine our many accounts and mutual funds, and what target allocations in our investments to shoot for. He identified ways we could improve our situation, and identified gaps we had and educated us on different solutions. He is very detailed and his solution saved us a great deal in yearly fees.
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