Optimal Planning Partners, Inc
OPP is a boutique financial services firm for successful professionals and closely held business owners. Our satisfied clients are referred from other clients and other trusted professionals that have received superior advice and service over the years.
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Verified contacts
4
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JT
Joanna Tavizon
Operations Manager · Operations
EmailPhone - HA
Henry A. Swan
Financial Consultant Retirement Planning Specialist · Finance & Accounting
EmailPhone - WF
William Fitzgerald
Partner · General Business & Management
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Optimal Planning Partners, Inc
3 distinct titles indexed · top 3 shown.
- 2partner
- 1financial consultant retirement planning specialist
- 1operations manager
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