Financial
We’re Here to Challenge the Status Quo
P&I Services has developed an alliance with Opulus to offer financial planning services. Opulus is a fiduciary independent Registered Investment Advisor (RIA).
Opulus’ mission is to deliver transparent financial advice that serves your best interests in all aspects of your life — your family, your business and your aspirations.
Drew Porter
P&I Financial
Owner
Jay Porter
P&I Financial
Owner
Ryan Greiser, CFP®
Opulus
Co-Founder
Fran Walsh
Opulus
Co-Founder
P&I Services is not affiliated with Opulus LLC. Insurance services are offered through P&I Insurance Services. Financial planning and advisory services are offered through Opulus LLC.
Opulus LLC is state registered as an investment adviser located in Pennsylvania and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.