George Opira is a registered investment advisor, based in Rochester, NY, with 16 years of industry experience.
Location
484 Brooks Ave, Rochester, NY, 14619
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is an insurance agent for Avantax Insurance Agency/Services and United Healthcare Solutions, spending about a quarter of his time on the latter. He also owns Opira Tax & Financial Services, dedicating about half his time to providing accounting, bookkeeping, and tax preparation services, and owns commercial and residential rental properties.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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