Overview
OPTIMIZED FINANCIAL AND INSURANCE SERVICES is a U.S. government contractor based in LAKEWOOD, CA. The company is registered with the federal government under Unique Entity ID Y3NVJ9JHEA25 and CAGE code 9GMS4. Its primary industry classification is NAICS 524210. Its current SAM.gov registration status is Active.
Contact Information
Verified contact details for OPTIMIZED FINANCIAL AND INSURANCE SERVICES are available on GovContractFinder.
See contact information →Capabilities
OF&IS Inc. is a California-based, minority-owned, certified small business specializing in AI-powered financial literacy education, insurance compliance, and strategic government procurement consulting. We equip individuals, families, and organizations with trauma-informed, policy-rooted tools for wealth building, tax optimization, and benefit navigation. As a SAM.gov registered, CalProcure and RampLA certified vendor, we serve both public and private sectors with bilingual training, curriculum development, and tech-integrated financial planning services. Grounded in faith, ethics, and community empowerment, OF&IS Inc. delivers scalable, compliant solutions for Main Street America's financial civil rights restoration.
NAICS Codes primary: 524210
Registration & Entity Details
- Location
- LAKEWOOD, CA 90713
- Unique Entity ID (UEI)
- Y3NVJ9JHEA25
- CAGE Code
- 9GMS4
- SAM Registration
- Active
- Registered
- Jan 31, 2023
- Registration Expires
- Jul 10, 2026
- Legal Structure
- 2L
- Congressional District
- 42
- Website
- www.planenroll.com/?purl=xDlxWy1a
See full information on GovContractFinder
Complete award history, points of contact, and verified contact details for OPTIMIZED FINANCIAL AND INSURANCE SERVICES are available on GovContractFinder.
See full information →Frequently Asked Questions
- Is OPTIMIZED FINANCIAL AND INSURANCE SERVICES registered with the U.S. federal government?
- Yes. OPTIMIZED FINANCIAL AND INSURANCE SERVICES is registered in SAM.gov under Unique Entity ID (UEI) Y3NVJ9JHEA25 and CAGE code 9GMS4. Its current registration status is Active.
- Where is OPTIMIZED FINANCIAL AND INSURANCE SERVICES located?
- OPTIMIZED FINANCIAL AND INSURANCE SERVICES is located in LAKEWOOD, CA 90713.
- What industry is OPTIMIZED FINANCIAL AND INSURANCE SERVICES in?
- OPTIMIZED FINANCIAL AND INSURANCE SERVICES's primary NAICS classification is 524210. Registered NAICS codes include 524210, 524298, 525990, 541611, 541618.
- How can I find more information about OPTIMIZED FINANCIAL AND INSURANCE SERVICES?
- Full award history and verified contact details for OPTIMIZED FINANCIAL AND INSURANCE SERVICES are available on GovContractFinder.