Optimized Benefits

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55 W Wacker Dr Ste 1400
Chicago, IL 60601

Optimized Benefits, based in Chicago, IL, specializes in wealth management, financial planning, and financial strategies for individuals and businesses. They offer personalized financial planning tailored to individual needs and objectives, emphasizing discipline and long-term financial goals.

The company takes a holistic approach to financial management, focusing on developing meaningful relationships with clients to understand their unique challenges, goals, and concerns. By handpicking investments and providing comprehensive, objective financial guidance, they aim to guide clients through the complexities of financial decision-making.

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Reviews

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5.02 reviews
CHRISTOPHER F.
9/30/2011

Gene has provided us with fantastic personalized services for our 2 businesses. Really helped provide customized services and payment plans, special assistance, and been head and shoulders above...

Charlotte P.
4/29/2010

When a friend suggested I contact Gene for information about my retirement plan, Gene was prompt in providing me with clear and concise information for me to peruse at my convenience as well as...

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