Client Testimonials

  

“We engaged with Optimized Advisors to develop a custom training program for our wealth advisors as well as assist with financial plan input for complex cases.  Through a combination of on site and remote sessions, our team learned how to maximize the capabilities of eMoney as well as develop key best practice standards for input and reporting.  In addition, Optimized Advisors helped us integrate data from two other technology resources into eMoney.  We now have a deep understanding of the tool that will enhance our planning efforts and add tremendous value to our client experience. “

April Collins, Director of Wealth Management

The Sharp Financial Group


“Working entirely remotely from her office in PA, Kim has quickly become an integral part of my team. She is a trusted professional providing tremendous knowledge and guidance regarding the eMoney platform and how we can best leverage its many capabilities for our clients.”

Richard Smarg, Managing Partner 

Advisors Trust in Naples, FL

  

"Kim has become one of us. I trust her knowledge and professionalism to the point that she works directly with my clients in my office and meeting my clients in their home to integrate their information into the eMoney platform. It is a true partnership. Before Optimized Advisors' support, I was unaware of the full power of the eMoney platform." 

Richard Wesselt, Principal

Wesselt Capital Group