Opes One Advisors- Pankaj Udeshi

For the last 25 years, a majority of my clients are from the medical field, i.e. Physicians and Dentists along with Business owners, individuals and families. I help them with their Retirement and Financial planning needs. I work closely with my clients, and focus on customizing their financial needs, taking into consideration that every person has unique requirements. Over the years, I’ve specialized in the use of qualified retirement plans as a personal wealth building tool for my clients and maximize their contributions. In addition, I help my clients in the areas of Estate planning, Financial planning, and Investments by associating and networking with professionals such as Attorneys and CPAs to ensure optimal value.