Faith Mathews22 days agoFrom
I’ve never experienced such a well organized, proactive team until finding Optimize Financial. Casey and her team are unbelievably well versed in the world of finance and all it has to offer. They even have their own app to help organize all of your tedious paperwork - from taxes to trust accounts and all of your investment docs. etc.! Their cutting edge, forward thinking approach is truly a force to be reckoned with. Our family trusts Optimize Financial and we’re grateful for them!
