At Optimum Retirement Solutions, we help bridge the gap between your retirement dreams and reality. As an independent fiduciary, I am well versed in providing individuals and businesses with sound retirement plans that are aimed at their long-term goals, without neglecting their short-term needs.
We offer financial and investment services to individuals and families, as well as to small business owners and their employees. First Financial Advisory Services, Inc. provides referrals for tax preparation services to individuals.
Merrill Lynch is one of the world's leading wealth management companies, with nearly $2 trillion in client assets. Our Financial Advisors bring the most powerful elements available to help clients achieve the life they envision.