Yates Gene & Associates LLC

The Farese Group, based in Ridgeland, MS, specializes in guiding individuals through the transition to retirement and the distribution phase of their financial journey. With nearly two decades of experience, they offer strategic planning to help clients spend their savings intentionally and wisely. Through complimentary workshops and client events, The Farese Group equips individuals nearing retirement with the knowledge and tools needed to make informed decisions about their financial future. Their focus on the impact of health care on retirement and market trends sets them apart in providing comprehensive financial guidance.Generated from the website

Optimum Financial Services Inc, located in Jackson, Mississippi, is dedicated to prioritizing the financial well-being of its clients by crafting customized solutions that align with individual aspirations and risk tolerance. Their team offers a comprehensive range of services, including financial guidance, retirement planning, investment planning, tax planning, and insurance planning. The firm emphasizes a straightforward and stress-free approach to financial guidance, aiming to simplify clients' financial journeys with practical advice and personalized plans. Their mission is to help clients build, manage, protect, and transition wealth while providing clear and actionable strategies tailored to unique needs. Generated from the website

Painewebber is a financial services firm based in Jackson, MS, offering a range of investment and wealth management services to individual and institutional clients. With a focus on personalized financial planning and strategic investment solutions, Painewebber aims to help clients achieve their long-term financial goals in a dynamic market environment. Generated from their business information