Optima Capital Management - Tempe, Arizona

Address: 222 S Mill Ave Suite 800, Tempe, AZ 85281, United States.
Phone: 4807579052.
Website: optimacapitalmgt.com
Specialties: Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Optima Capital Management

Optima Capital Management 222 S Mill Ave Suite 800, Tempe, AZ 85281, United States

☎️4807579052

⏰ Open Hours of Optima Capital Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Optima Capital Management is a prestigious investment service located in Tempe, Arizona. Founded in 2000, the company has established itself as a reliable and trusted advisor for those seeking investment guidance.

Based at 222 S Mill Ave Suite 800, Tempe, AZ 85281, United States, the company is easily accessible by phone at 4807579052 and through their website optimacapitalmgt.com.

Specializing in investment services, Optima Capital Management also offers additional amenities such as a wheelchair-accessible car park and entrance.

With an impressive 7 reviews on Google My Business, the company boasts an average rating of 5/5, demonstrating their commitment to client satisfaction. One reviewer commented, "I'm currently comfortable and confident in retirement, the planning, strategy, and communication continues and I couldn't be more pleased with the results and relationship I have with the Optima Capital Management team."

👍 Reviews of Optima Capital Management

Optima Capital Management - Tempe, Arizona

Tom R.

5/5

It has been 8+ years since my first face to face meeting with Todd. At that time my goal of retiring at the age of 55 felt more like a dream than reality. From that day forward both Todd & Jonathan documented the strategy, invested my assets accordingly, communicated regularly, and gave me the confidence to pull the trigger at the age of 55 as planned. I'm currently comfortable and confident in retirement, the planning, strategy, and communication continues and I couldn't be more pleased with the results and relationship I have with the Optima Capital Management team !

Evelyn E.

5/5

Alex P. of Optima is a fiduciary in every sense of the word. He made a suggestion that would better my husband and my financial position that was so simple, but in shopping for an investment advisor not one other person suggested. We also received a statement of where we are now, and where we could project to be upon retirement on the course we're currently on, and then on various different paths. I'm looking forward to engaging Alex in the future.

Dennis F.

5/5

A little over 5 years ago retirement seemed only distantly possible. Then Todd and Jonathan from Optima came into the picture, and helped lay out a plan. Their expertise and open communication made the investing process rewarding and stress free.
As the reality of retiring became more real, they were there to provide the guidance, expertise, and full support in navigating all aspects of the planning process. Accordingly, I’m very excited to be retiring in about a month.

Kristian P.

5/5

They are the best portfolio managers I have ever worked with. I 100% trust them with retirement. Alex and John always make time to meet with me on short notice and address an questions I may have. I like how accessible they are and it is very easy to schedule meetings virtually.

Nate W.

5/5

These guys are amazing! Their team is full of absolute pros, I am constantly impressed with their knowledge of the markets, and their performance is unmatched! I recommend them to all of my close friends. These are the best in the business for portfolio management.

Anthony

5/5

Great company and professional advisors!

Maxwell R.

5/5