Optimum Financial Services

Finance · Mississippi, United States · 1-10 Employees

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Overview

Headquarters

1817 Crane Ridge Dr Ste 200, Jackson, Mi...

Phone Number

(601) 981-5900

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Optimum Financial Services

Optimum Financial Services, LLC, based in Jackson, Mississippi, offers personalized financial solutions including financial guidance, retirement planning, investment planning, tax planning, and insurance planning. The company is dedicated to simplifying clients' financial journeys with practical advice and tailored plans that align with individual goals and risk tolerances. They serve a diverse clientele, providing services both locally and virtually, ensuring that every financial plan is customized to meet unique needs. With a focus on clarity and actionable strategies, Optimum Financial aims to help clients build, manage, protect, and transition their wealth effectively.Explore more
Optimum Financial Services's Social MediaPopular SearchesOptimum Financial ServicesOptimum Financial Services IncOptimum Financial Services LLCOptimumfinancialservices XtsOptimumfsiSIC Code 62,628NAICS Code 52,523Show more

Optimum Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimum Financial Service...

<$5M
1-10
Private
-
1990
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
$8.1M
11-50
Private
-
2005
LM
Linda MauroSenior Vice President, Operations
$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2000
TS
Tanee SpenserPlan Document & Distribution Administrator
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Optimum Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Optimum Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Optimum Financial Services.

Optimum Financial Services Tech Stack

A closer look at the technologies used by Optimum Financial Services

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Frequently Asked Questions Regarding Optimum Financial Services

What is Optimum Financial Services's official website?
Optimum Financial Services's official website is www.ofspm.com
What is Optimum Financial Services's Revenue?
Optimum Financial Services's revenue is <$5 Million
What is Optimum Financial Services's SIC code?
Optimum Financial Services's SIC: 62,628
What is Optimum Financial Services's NAICS code?
Optimum Financial Services's NAICS: 52,523
How many employees does Optimum Financial Services have?
Optimum Financial Services has 1-10 employees
What industry does Optimum Financial Services belong to?
Optimum Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Optimum Financial Services competition?
Optimum Financial Services top competitors include: Enterprise Pensions, SoundHaven Capital Management, FindYourAnnuity, Summit Group Retirement Planners
What technology does Optimum Financial Services use?
Some of the popular technologies that Optimum Financial Services uses are: Microsoft 365, Amazon Web Hosting, DNS Made Easy, Microsoft Exchange Online
How do I contact Optimum Financial Services?
Optimum Financial Services contact info: Phone number: (601) 981-5900 Website: www.ofspm.com
What does Optimum Financial Services do?

Optimum Financial Services, LLC, based in Jackson, Mississippi, offers personalized financial solutions including financial guidance, retirement planning, investment planning, tax planning, and insurance planning. The company is dedicated to simplifying clients' financial journeys with practical advice and tailored plans that align with individual... goals and risk tolerances. They serve a diverse clientele, providing services both locally and virtually, ensuring that every financial plan is customized to meet unique needs. With a focus on clarity and actionable strategies, Optimum Financial aims to help clients build, manage, protect, and transition their wealth effectively.Read More

What are Optimum Financial Services social media links?
Optimum Financial Services Linkedin page Optimum Financial Services Twitter page Optimum Financial Services Facebook page
Is Optimum Financial Services a public company?
Optimum Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Optimum Financial Services

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