Optimist Retirement Group

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11400 SE 8th St Ste 465
Bellevue, WA 98004
+1 (425) 637-3037
https://www.optimistretirement.com

Optimist Retirement Group, based in Bellevue, WA, offers customized holistic retirement strategies designed to help clients retire with confidence, comfort, and dignity. With a commitment to personalized service and fiduciary advice, they promise a supportive, concierge-style experience to ensure each client's financial needs are met without the usual hassle.

Through a streamlined three-step process, Optimist Retirement Group assists clients in discovering their ideal retirement, evaluating their financial situation, and implementing tailored strategies to achieve lasting success. Their comprehensive guide, "The New Retirement Income Portfolio," serves as a resource for navigating the complexities of self-funded retirement while addressing concerns about market volatility and legacy planning.

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3.0

(2)

Ed H.
11/2/2025

The financial advisor I spoke with was very experienced and knowledgeable. Spent a good deal of time on the phone with me providing sound advice.

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Laurence R.
3/13/2013

My husband and I invested in a TIC situation, one of thirty investors in what was technically a security, but with the only asset (besides some cash on hand) being a large commercial building. We...

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United States›Washington›Bellevue›Optimist Retirement Group

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