Optimist Retirement Group
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
Company overview
| Headquarters | 9845 E Bell Rd, 120, Scottsdale, Arizona 85260, US |
| Phone number | +14804473574 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at Optimist Retirement Group
Ryan Palmer
Owner, Financial Planner, Money Manager
Optimist Retirement Group Email Formats
Optimist Retirement Group uses 1 email format. The most common is {first initial} (e.g., j@optimistretirement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@optimistretirement.com | 100% |
About Optimist Retirement Group
Optimist Retirement Group is an independent financial planning and asset management firm focused on the retirement needs of managers and executives working in the Great Companies of America and the World. We provide personal and holistic retirement financial planning for a select group of clients with complex benefits, taxes and estates. As a client of Optimist, you will have two CFP® practitioners working as a team to not only manage your investments, but also to provide comprehensive retirement planning including: tax and estate strategies, risk management, and optimization and coordination of benefits. Our goal is to be your personal chief financial officers. Through our collaboration with a team of financial analysts, our firm also manages assets directly—no third-party managers, no mutual funds, no middlemen, and no excessive fees. The result is a highly personalized, comprehensive retirement solution implemented by a team of trusted advisors with intimate knowledge of your personal preferences—all for a cost that rivals the average mutual fund.
Optimist Retirement Group revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Optimist Retirement Group has never raised funding before.
Optimist Retirement Group Tech Stack
Discover the technologies and tools that power Optimist Retirement Group's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Blogs
Argentina
France
Frequently asked questions
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