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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.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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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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