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.
Company Details
- Employees
- 4
- Address
- 3901 Westerre Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.opticitywealth.com
- Keywords
- Richmond.
- HQ
- Richmond, VA
Opticity Wealth Partners Questions
Opticity Wealth Partners's website is https://www.opticitywealth.com
Opticity Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/opticity-wealth-partners
Opticity Wealth Partners has
4 employees.
View email and phone details for 4
employees at Opticity Wealth Partners.
Opticity Wealth Partners's industry is
Financial Services
Opticity Wealth Partners's top competitors are
Rma Associates, Llc,
Horizon Private Wealth,
Old Second National Bank,
Ucap Americas,
The Change Decision,
Baycrest,
Members' Wealth,
Agilon Capital,
Flat Rock Global, Llc,
Truxton.
Opticity Wealth Partners's categories are Financial Services
