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EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Optimum Financial on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?
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Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

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John Garrard

John Garrard

President

(601) 981-5900

(601) 981-5939

Billy Garrard

Billy Garrard

Executive Vice President

(601) 981-5900

(601) 981-5939

Jack Garrard

Jack Garrard

Investment Advisor Representative

(601) 981-5900

(601) 981-5939

Dena Lundberg

Dena Lundberg

Account Assistant

(601) 981-5900

(601) 981-5939

Let's Get Started!

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