Optimized Financial and Insurance Services Inc. - Los Angeles, California

Okay, here’s a comprehensive overview of Optimized Financial and Insurance Services Inc., presented in a formal and approachable style, suitable for someone seeking reliable professional guidance:

Optimized Financial and Insurance Services Inc.: A Trusted Resource

For individuals and businesses in the Los Angeles area seeking comprehensive support across a range of financial and personal well-being needs, Optimized Financial and Insurance Services Inc. stands as a dependable and experienced partner. Located at 975 S Atlantic Blvd, Los Angeles, CA 90022, and reachable at Phone: 39920430, this organization offers a holistic approach to financial planning, insurance solutions, and personal development. Their website, Website: findapro.lifehappens.org, provides detailed information and facilitates convenient scheduling.

Specialized Services Offered

Optimized Financial and Insurance Services Inc. distinguishes itself through its diverse skillset and commitment to personalized service. They operate as:

• Business Management Consultant: Providing strategic guidance for businesses navigating complex challenges.
• Coaching Center: Offering personalized coaching to help individuals achieve their goals.
• Consultant: Offering expert advice on a variety of topics.
• Employment Consultant: Assisting job seekers with resume writing, interview preparation, and career planning.
• Financial Planner: Developing tailored financial plans to meet individual needs and aspirations.
• Health Consultant: Helping individuals understand and navigate the complexities of healthcare coverage.
• Insurance Agency: Providing a range of insurance products, including health, life, and property insurance.
• Training Centre: Offering skill-building workshops and training programs.

Key Features and Accessibility

The company demonstrates a strong commitment to client accessibility and inclusivity. They offer online appointments, ensuring convenience for individuals regardless of location. Furthermore, the facility is designed with accessibility in mind, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. They are also proudly Latino-owned and foster an LGBTQ+ friendly and transgender safespace environment. An appointment is required to ensure personalized attention and efficient service. Currently, they boast 10 reviews on Google My Business with an average opinion of 5/5, highlighting a consistently positive client experience.

Notable Client Experience (Based on Observed Feedback)

Feedback suggests a dedication to attentive and informed service. There’s a clear emphasis on understanding clients' unique situations and providing tailored advice. One client reported receiving hours of dedicated phone consultation, where the advisor thoroughly listened to their concerns and offered professional guidance. Several reviews indicate a deep understanding of the often-complicated health insurance landscape, positioning the advisor as a valuable resource.

Final Recommendation

For those seeking a trustworthy and multi-faceted professional service provider in Los Angeles, Optimized Financial and Insurance Services Inc. presents a compelling option. Their combination of specialized expertise, commitment to accessibility, and overwhelmingly positive client feedback makes them a strong choice. We highly encourage potential clients to visit their website at findapro.lifehappens.org to schedule an appointment and discuss their specific needs.

👍 Reviews of Optimized Financial and Insurance Services Inc.

Ping L.

5/5

Jose spent hours with me on the phone, listened carefully to my situation and gave me his professional advice in my best interest. He is very knowledgeable in this complicated health insurance area and he is the best advisor I could find. I recommend him to everyone who is shopping for health insurance.👍👍👍

David N.

5/5

I've known Jose for about five years personally. He as assisted me with my insurance needs for the past three plus years. I find him to be knowledgeable, up to date on insurance trends and matters affecting my health and financial situations. I appreciate his guidence, assistance and service. Jose is a trusted member on my team.

Eduardo E.

5/5

I had the pleasure of speaking with Jose Rodriguez about medical insurance. His in-depth knowledge and expertise in financial and. insurances are extremely valuable. He took the time to give me all of the information I needed and more. I am extremely grateful to have been assisted by someone who is passionate about helping others and making sure you are taking the right path for your needs. Amazing customer service!

Montebello123 M.

5/5

I spoke to Jose R from Optimized Financial and Insurance, about investing some money, he provided very sound advice about my current life situation. He is genuine and cares about helping individuals, I’m really grateful for his help.
He is a true professional and has a wealth of useful and practical financial and insurance knowledge.

Michelle D. V.

5/5

Jose is always so helpful and always willing to take the time to answer questions and concerns (even on weekends). He is extremely knowledgable in the topics of finance and insurance and always explains everything in depth.

Gabriela T.

5/5

Jose Rodriguez took his Sunday afternoon with no appointment scheduled to help me and my family select the best health insurance plan, his knowledge and expertise in this area are very valuable and his time and passion for helping others is like no other , he was a true blessing !

Douglas M.

5/5

I thank Joe for assisting me in choosing the correct insurance and the necessary coverage. Thank you for sharing your knowledge and honest feedback to all my questions that has helped me to sleep confortable by knowing I am cover with the correct insurance programs.

Jorge G.

5/5

Always looking for my benefits, great customer service, answer phone calls text and email