Financial Services – PhilipGallant

We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

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worried that your financial
strategy is missing something

We're here to help you feel confident in your financial future.

YOUR DREAMS MATTER

At The Optimus Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

The Optimus Group Process

We offer services in these three areas:

GROW

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

READY TO TAKE

THE NEXT STEP?

For more information about any of the products and servies listed here, schedule a meeting today or register to attend a seminar

Contact Us

Phone: 518.688.9006
Fax: 518.688.9010
Email Us!

Home Office

1745 Route 9
Clifton Park, NY 12065
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Worcester
Office

71 Elm Street
Worcester, Mass 01609
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.