What Clients Are Saying Optimal Wealth Strategies (GG)
5 /5 Happy Tails & Trails: Stephen is the BESSSSTTTT!
He has helped me grow my small business and I’m super grateful.
5 /5 Jackie christensen: We just love Stephen. He is prompt and knowledgeable. I started up my LLC with him and has been the best decision ever. See you soon.
5 /5 Genevieve Balogh: We love working with Stephen and his team. He is extremely knowledgeable and always able to easily communicate with clients that may not have a financial background like ourselves. He makes us feel comfortable and confident that he has our back and is doing his absolute best to make sure we are as financially sound and successful as possible.
5 /5 3 Pines Farm and Forge: Stephen is extremely knowledgeable and is super reliable when it comes to taxes and financial planning and information. I strongly recommend optum to all of my friends and family!!
5 /5 Marla Friedmann: We have had Stephen Dyer as our financial advisor for about five years. He listens, gives great advise with explanations, and best of all, our moneys continue to grow. We trust him. Thats the bottom line. Were so happy our paths crossed. I would highly recommend him to anyone needing direction in financial growth.
Tracy Hendrix Citizens Bank is amazing! They have helped with our business and personal property needs in a way no other bank ever has. Jonathan Young has handled 2 mortgages for us amongst other accounts. Ask for Jonathan! Great personable people! Everyone there is Great with attention to detail. I highly recommend them!
shirleen b My husband and I had such a great experience working with our Prime America insurance agent. They took the time to explain everything clearly, answered all of our questions with patience, and really made us feel confident in our decisions. It’s rare to find someone who cares as much about your family’s future as you do, but that’s exactly what we found here. Highly recommend!
Dwanda wimes My experience with William Colbert was very professional. Mr. Colbert was very knowledgeable and knew all the answers to the questions that I had concern over. And Mr. Colbert put all the issues in real life experience/situations, he controlled the narrative and it very very easy to relate. Making the purchase from Mr. Colbert is one of the best life decisions I think I’ve made.
Johana Saez Great experience with this agency. Kate was patient, helpful and gave me several options to choose from. She made sure I got the best deal for my car insurance and I’m happy with my new policy.