Financial Optimist is located in Saint Petersburg, FL, serving the entire Tampa Bay area as well as clients across the country, regardless of location.
We can meet with clients virtually using Google Meet, Zoom, or other online meeting services. Our technology platform allows for secure file transfer and the highest level of confidentiality. See our FAQ for additional insight. Contact Jorge Soriano, Founder and CEO, to see if we may be a fit to help you reach your goals.
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