Providing individuals, families and businesses with advice in a complex market to secure their financial future.
Using a model to build a financial plan to help you achieve your financial life goals and ultimately give you financial peace of mind.
Our particular style and approach to your financial journey is unique. The practical support we give our clients makes a real difference to people’s lives and this is measured by the strength of the lifetime relationships we continue to build.
Experienced Financial Advisor with a demonstrated history of working in the financial services industry.
Skilled in Retirement Planning, Management, Life Insurance, Financial Services, and Income Protection. Strong finance professional graduated from University of Limerick and the LIA.
Company Details
- Founded
- -
- Address
- Limerick , Ie
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Pension, Protection, Savings, Investment, Retirement Planning, Whole of Life, PRSA, Income Protection, Term Assurance, Specified Illness.
- HQ
- Limerick
Optima Financial Questions
Optima Financial's LinkedIn profile is https://ie.linkedin.com/company/optima-financial
Optima Financial's industry is
Financial Services
Optima Financial's top competitors are
Optima Financial,
Strongbridge,
Optima Financial & Insurance Services- A Simplicity Company,
Optima Financial Group,
Optima Business Solutions,
Optima Financials,
Optima Financial Group,
Bosselman Enterprises,
Optima Financial Services,
Optima Training & Consulting Ltd.
Optima Financial's categories are Financial Services
Optima Financial's founding year is 2023
