Contact | Optimized Financial Strategies

Contact

Contact us

Embark on your journey towards enduring financial success by scheduling a consultation with our esteemed team of advisors. Whether you seek strategic financial planning, meticulous investment management, or comprehensive legacy planning services, we are here to craft bespoke solutions tailored to your unique needs.

Contact Us

Looking up at a row of skyscrapers in a city.

Toronto

Canada

Our commitment to your satisfaction extends beyond the confines of traditional wealth management. Should you have any questions, require assistance, or wish to explore our services further, please do not hesitate to reach out. Our dedicated client services team is on hand to provide prompt and personalized assistance at every step of your financial journey.

CONTACT

320 W Ohio Street

Suite 328

Chicago IL 60654

312.263.1590 X 101

Gene@optfinancialstrategies.com

PERSONAL

Financial Planning

Wealth Management

Personal Insurance

BUSINESS

Business Insurance

Executive Benefits

General Advertising Disclaimer: This website is provided by Optimized Financial Strategies which is part of Optimized Capital, LLC (the “Firm”) for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves a potential risk of loss and investors should be prepared to bear losses. Investments should only be made after a thorough review with your investment advisor, considering all factors including personal goals, needs, risk tolerance and most important capacity for risk. Optimized Capital is registered investment adviser that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements.

Share by: