Optimal Planning Partners, Inc.
Company

Optimal Planning Partners, Inc.

Financial Services Oak Brook, Illinois, United States 9 employees
Employees
9
Contacts
3
Emails
3
Phones
2

Optimal Planning Partners, Inc. Overview

Headquarters
Oak Brook, Illinois, United States
Industry
Financial Services
Employees
9
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Optimal Planning Partners, Inc.

OPP is a boutique financial services firm for successful professionals and closely held business owners. Our satisfied clients are referred from other clients and other trusted professionals that have received superior advice and service over the years.

Optimal Planning Partners, Inc. Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Optimal Planning Partners, Inc. Org Chart

Sample employees and titles
Name Title Contact
Robert A. Johnson, Cfp®, Chfc, Clu Financial Advisor
Email Phone
William Fitzgerald Financial Advisor at Equitable Advisors
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Robert Johnson Iii Cfp® Chfc® Clu® Cdfa® Mba Founder & Managing Partner, Optimal
Email
Henry A. Swan, Chfc, Clu Optimal Planning Partners, Inc.
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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