Optimal Wealth Services is a financial planning firm located in Yardley, PA. It has been founded by Elizabeth Gosek, a financial adviser who has nearly 20 years of practice in the field. Our mission is to cooperate with our clients and create financial plans to help secure their future and meet their goals, basing on the fiduciary principles. 

DISCLAIMER: Investment advice offered through Great Valley Advisor Group (GVA), a Registered Investment Advisor. Great Valley Advisor Group and Optimal Wealth Services are separate entities. Third party posts found on this profile do not reflect the views of GVA and have not been reviewed by GVA as to accuracy or completeness.

Optimal Wealth Services

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Optimal Wealth Services

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