Contact Information
Main
(703) 218-6710
Who We Are
Opta Financial offers holistic financial planning services through a network of professionals experienced in retirement, estate, and long-term care planning. Services are offered for seniors and their families. Some assistance in planning includes the fields of:
- 529 college savings plan
- annuities
- disability income insurance
- retirement account
- investments
- life insurance
- mutual funds
- trust funds
- long-term care
Who We Serve
Languages Spoken
English
Service Area(s)
Arlington County
,
Fairfax City
,
Fairfax County
,
Fauquier County
,
Prince William County
,
Stafford County
Cost & Payment Methods
Fee Structure
Call for Information
Age Requirements
No Age Requirement
Residency Requirements
Virginia, Maryland, D.C.
Intake Process
Please call to schedule an appointment to go over services.
Self Refer
Yes
Intake Contact
Daniel Kuper
Intake Contact Email
dkuper@financialguide.com
Intake Contact Telephone
(703) 218-6710
Report Problems
Call the Agency