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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.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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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. 

What's Your Risk Score?
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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