Opticity Wealth Partners
Financial Services
3901 Westerre Pkwy
4 employees
- Employees
- 4
Opticity Wealth Partners Overview
- Headquarters
- 3901 Westerre Pkwy
- Website
- www.opticitywealth.com
- Industry
- Financial Services
- Employees
- 4
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Teri Smith | Director of Operations and Client Services at Opticity Wealth Partners | Mechanicsville, Virginia, United States |
View
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