CA Group

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website

College Aid Planning Associates is a professional firm based in Albany, NY, specializing in assisting individuals with navigating the complexities of financial aid for college. They offer personalized guidance and support in creating strategic plans to help clients maximize their financial aid options. With a focus on empowering families to make informed decisions about college funding, College Aid Planning Associates provides comprehensive services tailored to each client's unique needs and circumstances. Their experienced team is dedicated to simplifying the financial aid process and helping students achieve their educational goals. Generated from their business information