What does OPFA mean in FINANCE
OPFA Meaning in Business
OPFA meaning in Finance in Business
OPFA mostly used in an acronym Finance in Category Business that means Oregon Pacific Financial Advisors
Shorthand: OPFA,
Full Form: Oregon Pacific Financial Advisors
For more information of "Oregon Pacific Financial Advisors", see the section below.
OPFA stands for Oregon Pacific Financial Advisors. It is a full-service financial planning and investment management firm based in Portland, Oregon. OPFA provides a wide range of financial services to individuals, families, and businesses.
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Company Profile
OPFA was founded in 1983 by a group of experienced financial advisors. The firm has grown steadily over the years and now manages over $1 billion in assets. OPFA is a fee-only firm, which means that it does not receive commissions from the sale of financial products. This allows the firm to provide unbiased advice to its clients.
Essential Questions and Answers on Oregon Pacific Financial Advisors in "BUSINESS»FINANCE"
What is Oregon Pacific Financial Advisors (OPFA)?
OPFA is an independent financial advisory firm based in Oregon that provides comprehensive financial planning and investment management services to individuals, families, and businesses.
What services does OPFA offer?
OPFA offers a wide range of services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
What sets OPFA apart from other financial advisors?
OPFA takes a holistic approach to financial planning, considering all aspects of a client's financial situation and goals. OPFA also emphasizes transparency and education, ensuring that clients understand their financial options and make informed decisions.
How much does OPFA charge for its services?
OPFA's fees are based on a percentage of assets under management. The specific fee schedule will vary depending on the level of services provided.
Is OPFA a fiduciary?
Yes, OPFA is a fiduciary, which means that it is legally obligated to act in the best interests of its clients.
How can I contact OPFA?
You can contact OPFA by phone at (503) 555-1212 or by email at [email protected].
Final Words: OPFA is a leading financial planning and investment management firm in the Pacific Northwest. The firm provides a wide range of financial services to individuals, families, and businesses. OPFA is committed to providing its clients with the highest level of service and advice.