OPTI BLOOM ADVISORS

Opti Bloom is all about you and your family's future. Opti Bloom strongly believes that everyone should have access to financial planning and investment management. Having a sound plan helps you to focus on savings and investment management.We are an independent, fee only fiduciary firm and what that means is that you and your goals are the only priority we have. We hold ourselves to the highest standard of ethics. We do not make any money in your investment decisions and are compensated only by you directly in a transparent manner. We do not sell any financial products, so we act in your best interests... We manage your assets to meet your specific investment goals for the benefit of the you and your family... We make specific insurance recommendations to better protect you and your loved ones from various risks.

Primary location: Alpharetta United States