Optura Advisors, Inc.
Business details
- Category
- Financial Services · Financial planner
- Address
- 533 Airport Blvd. #400, Burlingame, CA 94010
- Phone
- (415) 968-9269
- Website
- opturaadvisors.com
- County
- San Mateo County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Families and retirees across Burlingame and the Peninsula turn to Optura Advisors, Inc. for comprehensive financial planning that feels personal rather than generic. We work as fiduciaries, bringing together financial planning, estate planning, investment advising, wealth management and retirement planning so that every part of your financial picture works together.
Our clients often come to us after years of managing things piecemeal, and we take the time to understand their specific goals and the complexities of each stage of life. We keep our explanations clear and candid, simplifying complex decisions so you always know where you stand and why.
Our long-standing client relationships are built on consistent communication, staying current with market developments, and making every client feel like more than just another account.
Book through our booking page to schedule a conversation about your goals.
Our clients often come to us after years of managing things piecemeal, and we take the time to understand their specific goals and the complexities of each stage of life. We keep our explanations clear and candid, simplifying complex decisions so you always know where you stand and why.
Our long-standing client relationships are built on consistent communication, staying current with market developments, and making every client feel like more than just another account.
Book through our booking page to schedule a conversation about your goals.