Optimum Financial Services

Optimum Financial Services company description

Optimum Financial Services, LLC is a Registered Investment Adviser (RIA) located in Jackson, Mississippi, serving the financial needs of individuals, businesses and groups. Optimum has continued to manage and advise retirement plans, as well as trusts, IRAs and individual taxable accounts for these clients. Our compensation is fee-based only as we receive no compensation beyond the fee we charge clients for our services. We do not offer any proprietary funds and we do not accept financial incentives to use investment offerings from other providers. Our interests are truly aligned with those of our clients. As a Registered Investment Advisor we are held to a fiduciary standard of care laid out in the Investment Advisers Act of 1940. We do not sell investment products in order to get paid a commission. Instead we offer advice to our clients which, is in their best interests without a conflict of interest.

• Employee count

  1-10

• Industry

  Investment Management

• Founded

  1990

• Company website

  https://optimumfsi.com