Unprofessional, disorganized, and deceitful practice. I had a hard time communicating with them because they seemed to not want to understand my situation. Financial planning should be customized and really cater to the individual’s needs. OPES seemed to have something else in mind. They were telling me all these plans that I was not interested in at all. They wanted to charge me a lot higher rates than two other firms that I had spoken with as well. They did not disclose a lot of fo information to me either. I had to ask the questions, and their answers were vague and misleading. I could not trust them enough to follow through with them. They are clearly in business for their own profit. I would not be able to retire until I was 100 it was up to them and as long as they were getting paid.
0.5