The Optimus Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1745 Route 9 Ste D, Halfmoon, New York, ...Phone Number
(518) 688-9006Website
www.theoptimusgroupllc.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2
About The Optimus Group
PhilipGallant is an independent financial services firm that specializes in helping individuals and families create customized retirement strategies using various insurance products. Their services include risk exposure score analysis, retirement planning, and tax strategy guidance. The firm aims to ensure that clients who are no longer working have a solid plan for their retirement. They also offer informational seminars to educate clients on retirement income strategies and legacy planning.Explore more
The Optimus Group Org Chart
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Activity Insights
The Optimus Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Optimus Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Optimus Group.
The Optimus Group financials insights
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2021
Debt
$24K
The Optimus Group Tech Stack
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PhilipGallant is an independent financial services firm that specializes in helping individuals and families create customized retirement strategies using various insurance products. Their services include risk exposure score analysis, retirement planning, and tax strategy guidance. The firm aims to ensure that clients who are no longer working hav... Read More
