Jeffery B. Harper,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffery B. Harper, CFP®

ChFC, CRPS

Opus Wealth Management Group

1011 Warrenville Rd, Ste 155
Lisle, IL 60532
FINANCIAL ADVISOR'S WEBSITE
(331) 777-9900

General

Jeffery Harper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Opus Wealth Management Group in Lisle, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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