We are proud to announce that in an independent Client Audit our clients gave us a 97% satisfaction rating!
Conducted by the ClientAudit Group at Advisor Impact
I have known Jake for over 20 years and would highly recommend Jake and his team. Jake has a very broad knowledge base of personal finance and estate planning which is so important to us. He explains things very well and makes investing simple. They truly care and got to know us better... to customize investing to our needs and goals. With honesty and integrity are words I use to describe Jake Stoneman!J & R, Conestogo
It sneaks up on you. That moment when you go from just starting out, doing what you can to make ends meet, to retirement being just around the corner. The unfortunate part is that unless you have an interest in investments or a passion for planning, you don't always know when that moment actually is. Thankfully, we had Jake Stoneman from Opus Wealth Advisors by our side to let us know when we needed to shift gears and how to go about getting ready for the future. Jake is someone with tremendous experience and expertise in the area of financial planning. Yet, it is his approach that we were taken with right from the beginning. Jake asked us lots of questions about our hopes, plans, and dreams. He listened attentively and genuinely seemed to take his role in helping us achieve our goals to heart. Not one for high-pressure sales, Jake is working to not only gift us the possibility of a comfortable retirement, he is patiently teaching us about the world of investments, while still allowing us to focus on our careers and children as he takes care of the rest. There is no one that we would trust more with our retirement and our childrens' education plans than Jake Stoneman.Carey & Scott G.
I have been a client of Jake Stoneman for over 10 years and I can't say enough about him. He has always gone out of his way to explain everything to me and my wife about our investments and I would highly recommend him to take care of all your financial planning.Tony & Stephanie B.
We have been clients of Murray and the Opus Wealth Team for a number of years and they have consistently exceeded our expectations. The personalized attention, experience and knowledge that they bring to every interaction is always appreciated. Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team!Valerie M. (Google review)
We have been with Murray for more than 10 years. We had tried the bank advisors, but rarely saw the same advisor twice. Murray, and now Murray and Jake, provide stable, comprehensible advice on investments. They listen well to our expectations and explain clearly the options. Murray's work for us allowed for early retirement with assurance of a sustainable life style. Expectations have been exceeded!Bruce R. (Google review)
As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors. A great group of professionals we're privileged to know and to have working so diligently on our behalf. Highly recommend.Steve R. (Google review)