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California Lender Providing Holistic Financial Planning with Mortgage Loans
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California Lender Providing Holistic Financial Planning with Mortgage Loans

California Lender Providing Holistic Financial Planning with Mortgage Loans

Fintech Nexus Staff·
News RoundupReal EstateUSA
·Dec. 30, 2016·1 min read

California mortgage lender Opes Advisors is using proprietary software technology to help clients think more holistically about how buying a home fits into their financial plans; the company originates approximately $3 billion in mortgage loans per year and has built technology software that advises clients on comprehensive financial planning; also offering wealth management, the company provides comprehensive advisory services that are unique in the mortgage lending market.  Source

  • Fintech Nexus Staff
    Fintech Nexus Staff

    This piece was created by one of our content team members. Reach us at [email protected]

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