Opticity Wealth Partners
Company

Opticity Wealth Partners

Financial Services 3901 Westerre Pkwy 4 employees
Employees
4

Opticity Wealth Partners Overview

Headquarters
3901 Westerre Pkwy
Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Opticity Wealth Partners

Since 1994, Opticity Wealth Partners has been helping clients take greater control of their financial lives. Relationship building is the cornerstone of our practice and we're fortunate to partner with individuals and businesses in achieving their financial aspirations. With decades of experience in tax, insurance, and wealth management advising at both the individual and corporate level, our founder, John A. Iezzi, CPA, offers our clients a holistic perspective on optimizing their finances today and in the future.

Opticity Wealth Partners Contact Details

People in AeroLeads
1

Opticity Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Teri Smith Director of Operations and Client Services at Opticity Wealth Partners
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