Broker Check

Services Provided

At Opta Financial, we love assisting our clients in a wide range of financial areas, striving to meet every one of your financial needs.

Our services encompass a broad spectrum, including Solo 401(k)s, IRAs, 529 College Savings Plans, Annuities, financial planning, retirement planning, and education planning.

But that's just the beginning – we offer even more services to address your specific financial goals and secure your financial future.

Let's Talk