Welcome

Edward J. Opat, CFP® is a comprehensive financial Services advisor committed to helping his clients improve their long term financial success. His customized programs are designed to help grow, protect, and preserve his client’s wealth by delivering an unprecedented level of personalized service and expertise.

Please explore his site and learn more about the services he provides. Should you have any questions or would like more information on his firm, please feel free to contact him.

About

Ed gives financial guidance and direction to those who desire to become financially successful. The planning relationship begins with your goals, objectives, and concerns, putting you, the client, first. His strategies continue to build on that foundation with each of his clients, demonstrating the respect and individual attention that you deserve.

Services

It is Ed’s priority to provide independent advice and recommendations at all levels of his services.He presents his clients with customized strategies and individualized advice to them achieve current and future financial security. His firm provides his clients with supervision on all aspects of their financial planning needs with a cost effective, unbiased process.

Meet Our Team

Ed and the independent professionals at The Equity Advisor Group share the same priority of providing objective financial advice to their clients and ongoing client service.