Optimal Wealth Services Revenue

Financial Services • Lower Makefield, Pennsylvania, United States • 1-10 Employees

Optimal Wealth Services revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Optimal Wealth Services

Elizabeth Gosek

Company Owner

Company overview

Headquarters	510 Floral Vale Blvd, Yardley, Pennsylvania 19067, US
Phone number	+12673998871
Website	optimalwealthservices.com
NAICS	52
SIC	628
Keywords	Financial Services, Life Insurance, Legacy Planning, Retirement Income Planning, Investment And Risk Management, Forward Tax Planning
Employees	1-10

Optimal Wealth Services Email Formats

Optimal Wealth Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@optimalwealthservices.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@optimalwealthservices.com	50%
{first name}{last name}	johndoe@optimalwealthservices.com	50%

About Optimal Wealth Services

Optimal Wealth Services is a financial planning firm located in Yardley, PA. It has been founded by Elizabeth Gosek, a financial adviser who has nearly 20 years of practice in the field. Our mission is to cooperate with our clients and create financial plans to help secure their future and meet their goals, basing on the fiduciary principles. DISCLAIMER: Investment advice offered through Great Valley Advisor Group (GVA), a Registered Investment Advisor. Great Valley Advisor Group and Optimal Wealth Services are separate entities. Third party posts found on this profile do not reflect the views of GVA and have not been reviewed by GVA as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Optimal Wealth Services has never raised funding before.

Optimal Wealth Services Tech Stack

Discover the technologies and tools that power Optimal Wealth Services's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

YUI

JavaScript libraries

Squarespace

CMS

Google Font API

Font scripts

Microsoft 365

Frequently asked questions

Optimal Wealth Services is located in Lower Makefield, Pennsylvania, US.

You can reach Optimal Wealth Services at +12673998871.

Optimal Wealth Services generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Optimal Wealth Services has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Optimal Wealth Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Optimal Wealth Services

Elizabeth Gosek

Company Owner

4.8

40,000 users