Jesse Roberts Opulence Management Group
Jesse Roberts Opulence Management Group

Jesse Roberts Opulence Management Group

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Sorry this pro can’t do your job, but we know other pros who can.
Introduction: My firm and I have been in business since 2012. I started off selling insurance and investment products for a few different companies and ended up starting my own practice. We can handle just about any area of finance and if it’s out of my scope of practice, I have the network to find you someone capable to take care of your needs. We aren’t like traditional companies that are only there for you when you’re buying something or charge for every piece of advice. We see financial planning as a journey and want to be there for you to walk down that path to financial peace, you aren’t just a number to us. So put your mind at ease and ask any questions you’d like! No commitments and consultations are free! My services: - Life insurance (new client or review of old policy) - Health Insurance - Tax Preparation and Advisement - Investments - Business Development and Advisement - Retirement Planning - College Planning - Debt Management - Budgeting - Employee Benefit Plans And more
Overview

Hired 4 times

Background checked

3 employees

12 years in business

Payment methods

This pro accepts payments via Cash, Credit card, PayPal, and Square cash app.

Featured Projects

9 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Exceptional 5.0

10 reviews

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Donya T.
Dec 11, 2018
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Hired on Thumbtack

Hired on Thumbtack

Individual Tax Preparation
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Hector P.
Oct 20, 2018
Great service and very personable.
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Eduardo S.
Dec 8, 2018
Hes awsome !
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Yoshio L.
Oct 20, 2018
I love how Jesse is always on time. Reply's quick when I have question's. Overall always professional and his work quality.
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Joshua Z.
Oct 20, 2018
Jesse Roberts was very professional and insightful on the product he answered all my questions before I asked him
Credentials
Background Check

Jesse Roberts