Larry at Optimum has been our financial advisor and retirement planner for almost two years now, and our decision to use his services turned out to be one of the best financial decisions we've ever made. I'm pretty savvy about the market, mutual funds, and investment in general, and for most of my life I've told myself that there was no need for a financial advisor- just put it all in a no-load, stock market tracking mutual fund. Simple, right? Well, it wasn't until we were faced with an important decision that we decided to look for an advisor. Larry not only guided us expertly through that decision, but he has been instrumental in several key decisions and actions since then that I would not have even seen. Larry and Optimum have always been there for us, and have always been thorough, insightful, fair, and fun to work with. We are very happy that we were fortunate enough to have found him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.