Optimal Planning Partners

Finance · Illinois, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1515 W 22nd St Ste 300, Oak Brook, Illin...

Phone Number

(630) 575-5045

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Optimal Planning Partners

The foundation of Optimal Planning Partners, Inc is built on RELATIONSHIPS, TRUST and VISION. Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime. When you enter into that relationship you want to ensure that the advisor you choose is going to give you comprehensive advice that is in your best interest. At Optimal Planning Partners, Inc your best interest is our top priority. We start by creating a custom blueprint plan for you that shows you how to accomplish your goals. Utilizing a network that includes thousands of different companies, we provide sound advice with regard to what investments will be most suitable for you to achieve success. Our goal is to continue this on-going relationship with our clients providing advice and service that will last for decades. Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance aRead more
Optimal Planning Partners's Social MediaPopular SearchesOptimal Planning Partners IncOptimal Planning Partnersoptimalplanningpartners.comSIC Code 62,628NAICS Code 52,523Show more

Optimal Planning Partners Org Chart

PhoneEmail
WF
United States flag for contact location.

Partner

PhoneEmail
DL
United States flag for contact location.

Retirement Tax Sheltered Plans Benefits Speci...

PhoneEmail
KP
United States flag for contact location.

Client Services Representative

PhoneEmail
JR
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
HS
United States flag for contact location.

Financial Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Optimal Planning Partners your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Optimal Planning Partners

Compare insights from companies similar to Optimal Planning Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimal Planning Partners

<$5M
11-50
Private
-
-
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
-
GG
Gregory GelosoHead of Business Development, Managing Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
RS
Raymond SusselManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Optimal Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Optimal Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Optimal Planning Partners.

Optimal Planning Partners Tech Stack

A closer look at the technologies used by Optimal Planning Partners

Top Finance Companies

Frequently Asked Questions Regarding Optimal Planning Partners

What is Optimal Planning Partners's official website?
Optimal Planning Partners's official website is www.theoppinc.com
What is Optimal Planning Partners's Revenue?
Optimal Planning Partners's revenue is <$5 Million
What is Optimal Planning Partners's SIC code?
Optimal Planning Partners's SIC: 62,628
What is Optimal Planning Partners's NAICS code?
Optimal Planning Partners's NAICS: 52,523
How many employees does Optimal Planning Partners have?
Optimal Planning Partners has 11-50 employees
What industry does Optimal Planning Partners belong to?
Optimal Planning Partners is in the industry of: Finance, Securities Trading
What is Optimal Planning Partners competition?
Optimal Planning Partners top competitors include: Watermark Capital Management, David L Moran - AXA Advisors, Keith Onto, Stratus Advisors
What technology does Optimal Planning Partners use?
Some of the popular technologies that Optimal Planning Partners uses are: DocuSign, reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Optimal Planning Partners?
Optimal Planning Partners contact info: Phone number: (630) 575-5045 Website: www.theoppinc.com
What does Optimal Planning Partners do?

The foundation of Optimal Planning Partners, Inc is built on RELATIONSHIPS, TRUST and VISION. Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime. When you enter into that relationship you want to ensure that the advisor you choose is going to give you comprehensive advice that is... in your best interest. At Optimal Planning Partners, Inc your best interest is our top priority. We start by creating a custom blueprint plan for you that shows you how to accomplish your goals. Utilizing a network that includes thousands of different companies, we provide sound advice with regard to what investments will be most suitable for you to achieve success. Our goal is to continue this on-going relationship with our clients providing advice and service that will last for decades. Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the strategies and products we recommend and implement. Our mission is simple: To provide education and practical financial strategies for our valued clients.Read More

What are Optimal Planning Partners social media links?
Optimal Planning Partners Linkedin page Optimal Planning Partners Facebook page
Is Optimal Planning Partners a public company?
Optimal Planning Partners is private company therefore does not currently have an official ticker symbol
See more information about Optimal Planning Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.