Bodnar Financial Group

At Optivest, our mission is simple: to guide our clients to a secure and prosperous financial future. With progressive vision and over twenty-eight years experience, we'll provide the expertise you need to turn the success you've earned into the peace of mind you deserve. At Optivest, our values are more than a list of words in the company manual; they are an integral part of who we are and how we conduct our business. Based on Biblical values, Optivest strives for a corporate culture of mutual respect, client centered customer service, integrity at all levels, professionalism and hard work. We provide ongoing training and are continually upgrading our technology systems. We recognize that in most cases, our client's portfolios are irreplaceable and we take great care in the handling of their funds.

Wells Fargo, located in Dana Point, CA, offers a wide range of financial services including personal and business banking, credit cards, home loans, personal loans, auto loans, and investment and wealth management solutions. Customers can choose from various checking and savings account options tailored to their needs, as well as credit cards with rewards and benefits. The bank also provides mortgage services for buying a home, refinancing, and first-time homebuyers. Moreover, Wells Fargo offers educational tools, such as financial goal planning and credit score monitoring, to help customers make informed financial decisions and achieve their financial objectives. Generated from the website content