portrait of Jacqueline M Oprean
FINANCIAL ADVISOR

Jacqueline M Oprean

CEPA®, AAMS™, CRPS™
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Community Outreach
  • Cooking
  • Golfing
  • Wine Collecting/Enthusiast
  • Yoga

Team Members

  • Monica Changet
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(330) 899-0721

Fax

(877) 501-7072

Office Address

1840 Town Park Blvd
Suite P
Uniontown, OH 44685opens in a new window

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