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The Optimal Wealth & Investments team would enjoy the opportunity to serve, help, and advise individuals, couples, and small businesses financially plan and invest their wealth effectively.  When money meets life, we are involved.  Please submit the contact form and a team member will reach out within one business day or 24 hours.  We have three advisors in three different states, Illinois, Arizona, & North Carolina.  Thank you!

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Three office locations:

4125 E. Graphite Rd. (Mark Godes)
San Tan Valley, AZ 85143

1431 Opus Pl, Suite 110, Suite 138 (Mike Fornero)
Downers Grove, IL  60515

534 Buck Collins Rd (Adam Chaney)
Forest City, NC  28043

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