O-----m Wealth Management

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15233 Ventura Blvd Ste 500
Sherman Oaks, CA 91403
+1 (800) 567-7164
https://www.optimumwealthmanagement.com

O-----m Wealth Management, located in Sherman Oaks, CA, offers personalized wealth management services tailored to the unique needs of their clients. The firm is led by Courtney Friel, who is committed to providing expert financial guidance and support.

In addition to their wealth management services, the company showcases Courtney's informative videos on YouTube, allowing clients to engage with financial topics in a dynamic way. This emphasis on communication and education underscores O-----m Wealth Management's dedication to fostering strong client relationships.

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Reviews

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3.53 reviews
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Janelle V.
10/11/2017

I had 5 years of unfiled taxes and the penalties and fees were really adding up, they were able to file my taxes and settle the debt for much cheaper than I expected. Definitely recommend them if...

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Kim S.
8/13/2020

I say don't charge a dime unless you help someone at least avoid penalties! To charge someone $2400 for absolutely NOTHING in return should be illegal! Actually I did get something in return, an...

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Dennis S.
8/2/2018

I have not slept well knowing of my outstanding tax debt, so I heard about optima tax help and I called, when I did Robert and his people were all so friendly and informing they walked me through...

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