The Optimus Group LLC

The Optimus Group LLC www.TheOptimusGroupLLC.com We do financial planning, college planning, retirement planning, Social Security planning and much more!

The Optimus Group, LLC is a financial services firm like no other-because we truly listen to what our client’s hopes for the future are ... not what we think they should be. It is not your net worth that matters, but rather what we can do with what you have; to teach you how to create and maintain the financial security you deserve. You can visit our offices in Clifton Park, NY, Webster, NY, Pittsfield & Worcester, MA!

June is Annuity Awareness Month! Contact us today to plan for a guaranteed income stream during retirement.
06/02/2026

June is Annuity Awareness Month! Contact us today to plan for a guaranteed income stream during retirement.

Discover why guaranteed retirement income is becoming more important in 2026 and how annuities may help create a reliable retirement paycheck.

05/28/2026

Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing.

05/26/2026

Social Security isn't simple. Learn the key claiming strategies—spousal, survivor, disability, and more—to maximize your benefits and avoid costly mistakes.

05/21/2026

From spousal and child benefits to taxes and timing, these 20 lesser-known Social Security rules can significantly impact your retirement income.

For all the headlines telling us people are burned out, overspending, under-saving, distracted, anxious, and financially...
05/18/2026

For all the headlines telling us people are burned out, overspending, under-saving, distracted, anxious, and financially behind… there’s actually some good news emerging underneath the surface. Last week, reports showed that the number of Americans with “super prime” credit scores — generally considered 780 and above — is growing, especially among younger adults.

Young people have powered a rise in the number of Americans with credit scores over 780

Address

1745 Route 9
Clifton Park, NY
12065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15186889006

Website

http://twitter.com/TheOptimusGroup, https://foursquare.com/v/the-optimus-group/4f1ec

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