|Services for Real Estate Pros||
|location_on Irvine, CA — Opis Alliance|
|web Josh Needle's (opis) Blog|
I am an independent registered financial advisor. I integrate with mortgage and Real Estate professionals to deliver solutions to clients. If all parties are aligned in vision, we can work in synergy, increasing the effectives of a total planning effort. My business is built strictly by referral. I work the same way with my constituents. If I am not the best person to help, I will gladly make a referral to someone who is. All referrals will be respected, educated, and valued.
I am an expert in the development and implementation of leverage strategies. I also offer investment advisory services in the form actively managed accounts.
OPiS Alliance facilitates affiliation of financial services providers. Affiliates are aligned with the vision of helping individuals, families and business owners create & protect wealth.