MODESTO, Calif., Nov. 1, 2016 /PRNewswire/ -- Opes Advisors, an innovative mortgage lending and wealth management firm serving California, Oregon and Washington, today, announced the opening of its newest branch at 1001 Sylvan, Building B in Modesto, California.
An Open House and facilities tour on November 3rd will be hosted by Susan McHan, CEO, Co-Founder & President of Opes Advisors, her local team of Mortgage Advisors, and the Modesto Chamber of Commerce. Local business leaders will oversee a ceremonial "Ribbon-Cutting," welcoming to Modesto the only mortgage firm in the U.S. that fuses mortgage, technology and financial advice.
Ranked as one of the Top 25 mortgage banking firms in retail volume by Scotsman Guide, McHan notes the addition of this new branch demonstrates Opes Advisors' ongoing commitment to providing its innovative approach to open more doors for home buyers and homeowners for Modesto and other growing markets throughout California.
"Modesto's motto inscribed on its welcoming arches – 'City of Water, Wealth, Contentment, Health' – mirrors Opes Advisors' vision," said McHan. "We'll help our Modesto clients make effective financial decisions to support their current lifestyle and prepare for a satisfying retirement, including addressing the new challenge of longevity."
Joining McHan at the Open House will be six of the firm's Modesto Mortgage Advisors, including Erick Winchester, Melanie Carter, Erin Facha, Wendy Gales, George Erbele and Luceyda Herrera, all who work closely with local real estate agents to help clients make more confident real estate decisions.
The Opes Advisors Modesto Branch Open House celebration and reception will be held on Thursday, November 3, from 3:00 p.m. to 8:00 p.m. at 1001 Sylvan, Building B in Modesto, California, with refreshments and hors d'oeuvres provided by Sulra's.
About Opes Advisors
Opes Advisors has developed the first real estate decision technology to fuse financial planning with mortgage lending services, providing clients with a personal financial model that empowers more effective life decisions, such as buying a home. As both a leading, full-service mortgage bank and financial advisory firm, we offer a wide range of competitively-priced mortgage programs, as well as financial planning, investment management, and real estate investment advisory services. Opes Advisors has 39 locations in California, Oregon, and Washington.
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SOURCE Opes Advisors