Description: Optima Wealth Management is a full-service financial firm committed to helping people pursue their financial goals through honesty and integrity. Optima offers a wide range of financial products and services to individuals and business owners. Strategic Asset Allocation, Investment Management, Portfolio Analysis, Retirement, Estate Conservation, Insurance and Annuity Products. Lance Phillips, President of Optima Wealth Management was named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager. Prospera Financial, Optima's Broker Dealer, won 2009 Broker Dealer of the year award.

Keywords: Lance Phillips, Jessica Trapp, Lue Wingate, Financial, Investment, Retirement, Independent Broker, Full-Service Financial Firm, Portfolio Analysis, Wealth Manager, Dallas, Texas, Strategic Asset Allocation, Investment Advisor, Prospera Financial Services, Member FINRA/SPIC, 5429 LBJ Freeway, long term investments, Financial Planning, Financial Goals, Client Satisfaction, Broker Dealer of the year.

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Optimawealth.net

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OPTIMAWEALTH.NET - Site Location
Country/Flag	United States
City/Region/Zip Code	San Diego, California, 92123
Organization	Skyriver Communications
Internet Service Provider	Skyriver Communications