Optimized Financial and Insurance Services

Optimized Financial and Insurance Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Optimized Financial and Insurance Services, Insurance broker, Los Angeles, CA.

Optimized Financial and Insurance Services has served the community for over a decade, bringing Southern California a refreshing, common sense approach to Health Insurance & Financial Planing Implementing Financial Strategies using IRA's, Roth IRA's, Annuities, Life Insurance ( TERM, ROP AND IUL's ) Medicare, and disability Income plans as vehicles for your Financial goals.

When people realize that 2022 is only 2 months away. Let’s take a look at your finances and make sure they’re in good sh...
10/29/2021

When people realize that 2022 is only 2 months away. Let’s take a look at your finances and make sure they’re in good shape for the new year! http://alrt.mx/vWg03

10/28/2021

With a new school year just starting and a new year just months away, what might we be able to expect in schools, work settings, and the global market? Dr. David Kelly shares his thoughts on this week’s episode… http://alrt.mx/vWg03

10/28/2021

This week we have a MUST listen episode on topics that will impact everyone around the world. You definitely don’t want to miss this one! http://alrt.mx/vWg03

This week we have a MUST listen episode on topics that will impact everyone around the world. You definitely don’t want ...
10/28/2021

This week we have a MUST listen episode on topics that will impact everyone around the world. You definitely don’t want to miss this one! http://alrt.mx/vWg03

With a new school year just starting and a new year just months away, what might we be able to expect in schools, work s...
10/27/2021

With a new school year just starting and a new year just months away, what might we be able to expect in schools, work settings, and the global market? Dr. David Kelly shares his thoughts on this week’s episode… http://alrt.mx/vWg03

Chief Global Strategist, Dr. David Kelly, joins us to close out 2021 and talk about potential trends and market changes ...
10/26/2021

Chief Global Strategist, Dr. David Kelly, joins us to close out 2021 and talk about potential trends and market changes that we may see in the upcoming year, and how it might affect you. Tune in to make sure you are helping safeguard your investments and finances! http://alrt.mx/vWg03

No matter what challenges you face, don’t let yourself be defeated. Have a great week! http://alrt.mx/vWg03
10/25/2021

No matter what challenges you face, don’t let yourself be defeated. Have a great week! http://alrt.mx/vWg03

New episode out now! If you’re looking to retire in the coming years, this one will be a MUST listen for you! http://alr...
10/21/2021

New episode out now! If you’re looking to retire in the coming years, this one will be a MUST listen for you! http://alrt.mx/vQGJY

Many people want to spend their retirement relaxing in a hammock on the beach, but far too many people fail to put in th...
10/20/2021

Many people want to spend their retirement relaxing in a hammock on the beach, but far too many people fail to put in the proper planning to make their dreams come true! Tune in to learn why having a plan is essential for a successful retirement. http://alrt.mx/vQGJY

After spending over four decades in the financial industry and owning his own business, Marv Feldman was able to achieve...
10/19/2021

After spending over four decades in the financial industry and owning his own business, Marv Feldman was able to achieve the retirement of his dreams. How did he do it? What advice does he have for you? All these questions and more are answered in this week’s episode! http://alrt.mx/vQGJY

Ready for some more retirement tips? This week’s show is out right now! Go give it a listen and let me know what you thi...
10/18/2021

Ready for some more retirement tips? This week’s show is out right now! Go give it a listen and let me know what you think! http://alrt.mx/vQGJY

Address

Los Angeles, CA

Opening Hours

Tuesday 10am - 5pm
Wednesday 10am - 5pm

Telephone

+13238339582

Website

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