Opes is Latin for wealth, riches, abundance and resources
Our team of over 75 associates is backed by a variety of specialists, administrative staff, and management personnel. We are affiliated with The Guardian Life Insurance Company of America, founded in 1860, currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, our firm is well equipped to work with you to build your future.
Guardian works to be a trusted mutual partner, delivering financial security how, when and where our customers prefer. Real life videos illustrate how Guardian's products and services help clients protect what is most important to them. These stories provide clear evidence of why Guardian and our clients are Better Together.
Park Avenue Securities (PAS) offers a robust line-up of investment advisory programs, sponsored by PAS through a proprietary platform as well as through arrangements with select third party institutional asset managers, each with their own investment approach. With these programs, Park Avenue Securities Investment Adviser Representatives provides advisory services for an annual fee to help you plan for your needs. PAS also offers services such as financial planning through its Registered Representatives.
Innovative Underwriters has a thirty year tradition of helping financial professionals serve their clients. Innovative Underwriters has the resources and depth of experience to ensure advisers are able to successfully find the best strategy for their client with access to more than forty top rated insurance companies. Innovative Underwriters, Inc. is a wholly-owned subsidiary of Guardian.