Opes Wealth Management - Menlo Park, California

When exploring financial services, Opes Wealth Management stands out as a notable player located at 535 Middlefield Rd Suite 160, Menlo Park, CA 94025. This LGBTQ+ owned and women-owned company prides itself on offering a range of financial services including Financial Planning, Financial Consulting, and operating as an Investment Company. With a strong emphasis on both online and onsite services, Opes Wealth Management ensures accessibility for all clients, boasting features like a wheelchair accessible entrance, parking lot, restroom, and seating.

For those seeking personalized financial advice or investment services, Opes Wealth Management provides online appointments for those who prefer the convenience of virtual meetings, alongside onsite services for those who prefer face-to-face consultations. The company's commitment to inclusivity and accessibility is evident in its facilities and scheduling flexibility.

Despite its comprehensive offerings, Opes Wealth Management currently holds 0 reviews on Google My Business, and the average opinion stands at a mere 0/5. This lack of reviews might raise concerns for potential clients, suggesting a need for more transparent feedback mechanisms or perhaps an opportunity for the company to enhance its service quality based on client experiences.

For anyone interested in financial planning or seeking expert investment services, it's crucial to approach with both openness and caution. Given the average opinion, prospective clients should consider reaching out to Opes Wealth Management directly through their website: opeswealth.com to inquire about services, discuss potential concerns, and potentially schedule a consultation. The website offers an easy way to get in touch, whether preferring to leave a message or arrange a online appointment.

It's highly recommended to visit their website to explore detailed services, understand their approach to financial consulting and investment, and to see if they align with your financial goals and values. Given their LGBTQ+ owned and women-owned distinction, clients looking for a company that values diversity and inclusivity might find Opes Wealth Management appealing. However, the lack of reviews and average opinion might necessitate a more thorough investigation or direct communication to gauge personal experiences and expectations.