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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.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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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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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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