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Optimum Financial Services Salary

Optimum Financial Services Salary

How much does the Optimum Financial Services Pay for employees?

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As of August 2026, the average annual salary for employees at Optimum Financial Services in the United States is $103,170. This translates to an approximate hourly wage of $50. Salaries at Optimum Financial Services typically range from $90,655 to $116,769 annually, reflecting the diverse roles and experience levels within the company. Optimum Financial Services’s salaries are influenced by a wide range of factors including job role, department, years of experience, and location.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
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Current Job Openings at Optimum Financial Services

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Is Optimum Financial Services’s Pay Competitive? Salary Benchmarking Analysis

How does Optimum Financial Services’s compensation stack up against the market? This analysis visualizes their annual average salary compared to its industry benchmark and key peer companies.
Peer Company & Industry Benchmarking
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Average Salary ($/year)
Optimum Financial Services
Business Services
Walker-Lewis Inc
Torres Mediation Services
Industry Comparison
Our data shows that, on average, compensation at Optimum Financial Services is below the average for the U.S. Business Services industry by approximately 15%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Optimum Financial Services average annual salary with several similar companies. Optimum Financial Services average salary of $103,170 is higher than Walker-Lewis Inc, which has an average salary of $98,371. It is higher than Torres Mediation Services, with their average salary at $83,751. This places Optimum Financial Services in a competitive position among its peers.
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How Optimum Financial Services's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at Optimum Financial Services. Click a company name to learn more.

Employee Reviews: Working at Optimum Financial Services

Considering a career at Optimum Financial Services? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Leadership genuinely cares about employees’ success, offering continuous learning opportunities and recognizing hard work promptly. I have a voice in the direction of my projects. Top-notch expertise. I feel valued and recognized, which motivates me to contribute meaningfully to our goals. Regular feedback sessions help employees track progress and align with company goals.
Commented in March 13, 2025
13
3
The people I met were genuinely interested in finding the right fit, not just filling a seat. It’s a good place to work, though not without minor challenges. No major complaints, but the onboarding process. Everyone’s voice is heard. The company also prioritizes diversity, mental health, and employee well-being. Learning is constant, and feedback is always welcomed.
Commented in December 13, 2024
49
2
Plenty of work, but recognition is lacking. Projects follow set templates, and there’s little room for deviation. Leadership communicates well and invests in employee success. Some departments feel siloed and distant.
Commented in March 02, 2024
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3

Optimum Financial Services Overview

Website
www.santacruztaxpreparation.com
Founded In
1986
Employees
25 - 50 employees
Industry
Business Services
Headquarter Address
1975 Soquel Dr Santa Cruz California CA 95065
Revenue
$5 Million - $10 Million
Phone Number
+1 8314795945
Social Media
About Optimum Financial Services
Optimum Financial Services is a company that operates in the Financial Services industry. It employs 21-50 people and has $5M-$10M of revenue. The company is headquartered in Santa Cruz, California.

What Benefits Does Optimum Financial Services Offer Beyond Salary?

A competitive compensation package is more than just a salary. Optimum Financial Services offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Santa Cruz?

Understanding the cost of living near Santa Cruz is key to truly evaluating a salary offer or your current compensation at Optimum Financial Services.
Santa Cruz's Cost of Living Index is approximately 196.8 (96.8% more expensive than US average; 40.8% more than CA average). Coastal university town, extremely high housing costs due to desirability, location, and limited development. When planning your budget based on a salary from Optimum Financial Services, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,700 - $4,200+ A significant portion of Optimum Financial Services salary. Location choices impact this heavily.
Utilities (Basic) $180 - $290 Electricity, Heating, Cooling, Water etc.
Public Transportation $65 (METRO monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $500 - $750 Can be higher with more dining out or specialty stores.
Personal & Leisure $500 - $950+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $430 - $800+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,375 - $7,005+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Optimum Financial Services

1. What is the average salary for employees at Optimum Financial Services?

The average annual total compensation for employees at Optimum Financial Services is approximately $103,170. However, this is an aggregate figure, actual salaries can range significantly, typically from $90,655 to $116,769, depending on factors like job role, experience, and location.

2. How much does Optimum Financial Services pay compared to Walker-Lewis Inc?

The average annual salary at Optimum Financial Services is $103,170, or an hourly wage of $50, in comparison to Walker-Lewis Inc which pays $98,371 per year or $47 per hour.

3. How does having a professional certification impact salary for relevant roles at Optimum Financial Services?

Professional certifications like PMP (for Project Managers), CPA (for Accountants), or another relevant certification for the industry can often lead to higher salaries and better job prospects at Optimum Financial Services for applicable roles. Certifications demonstrate a verified level of expertise and commitment to a profession, making candidates more competitive.

4. Does Optimum Financial Services offer cost-of-living adjustments (COLA) for employees in high-cost areas like Santa Cruz?

While some companies offer formal COLA, many, including potentially Optimum Financial Services, incorporate cost of living considerations into their overall salary structure for different locations rather than as a separate, itemized adjustment. This means their base pay bands for roles in high-cost cities like New York City are generally set higher to account for these local market factors.

5. What's the typical process for salary reviews and raises at Optimum Financial Services?

Most companies, likely including Optimum Financial Services, conduct formal salary reviews annually, often tied to performance evaluations. During these reviews, factors like individual performance, meeting goals, company performance, and market adjustments are typically considered for potential salary increases.

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