The Optimal Financial Group
The Optimal Financial Group combines best practices in the fields of law, accounting and financial planning, providing un-biased and independent advice that is in the absolute best interests of our Clients. Through constant planning, coaching and communication we are able to deliver uncompromised value to our Clients in the form of tax savings, improved protection, lower cost insurance strategies and improved investment returns. SPECIALTIES: Tax law, Tax preparation, Tax accounting, tax planning, dental cpa, real estate cpa
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JF
Jamie Finnen-Gratzer
Enrolled Agent - Managing Partner · Other
EmailPhone - NR
Nicole Rice
Tax Preparer · Finance & Accounting
EmailPhone - SF
Stephanie Fletcher
Entity Formation Specialist · Other
EmailPhone
Showing 3 of 6 verified contacts
Top roles at The Optimal Financial Group
5 distinct titles indexed · top 5 shown.
- 2tax preparer
- 1administrative assistant
- 1enrolled agent - managing partner
- 1entity formation specialist
- 1payroll specialist
Sign up to unlock all 6 contacts at The Optimal Financial Group
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Sign up to reveal 6 verified contacts at The Optimal Financial Group
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