#1Optimum Financial Services, LLC
OPTIMUM FINANCIAL SERVICES, LLC
Serves this area from Jackson, MS (32 mi)
Retirement Plan Advisors in Simpson County, MS
The top-ranked retirement plan advisors serving Simpson County, MS are Optimum Financial Services, LLC, Resolute Wealth Strategies, LLC and Ballew Advisors Inc. We list 4 retirement plan advisors serving Simpson County, MS. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Simpson County, MS. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Simpson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Optimum Financial Services, LLC | SEC-registered investment adviser (CRD)#105878 | Jackson, MS (32 mi) | (601) 981-5900 |
| 2 | Resolute Wealth Strategies, LLC | SEC-registered investment adviser (CRD)#318599 | Jackson, MS (34 mi) | (601) 952-8850 |
| 3 | Ballew Advisors Inc | SEC-registered investment adviser (CRD)#110522 | Jackson, MS (35 mi) | (601) 368-3500 |
| 4 | Wealthview Capital, LLC | SEC-registered investment adviser (CRD)#149476 | Jackson, MS (35 mi) | (601) 981-4040 |
#2Resolute Wealth Strategies, LLC
RESOLUTE WEALTH STRATEGIES, LLCServes this area from Jackson, MS (34 mi)#3Ballew Advisors Inc
BALLEW ADVISORS INCServes this area from Jackson, MS (35 mi)#4Wealthview Capital, LLC
WEALTHVIEW CAPITAL, LLCServes this area from Jackson, MS (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Simpson County?
We list 4 retirement plan advisors serving Simpson County, MS: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Simpson County?
The top-ranked retirement plan advisors serving Simpson County, MS are Optimum Financial Services, LLC, Resolute Wealth Strategies, LLC, Ballew Advisors Inc and Wealthview Capital, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Simpson County are verified against official records?
4 of the top 4 match an active official record: Optimum Financial Services, LLC (U.S. Securities and Exchange Commission), Resolute Wealth Strategies, LLC (U.S. Securities and Exchange Commission), Ballew Advisors Inc (U.S. Securities and Exchange Commission) and Wealthview Capital, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Magee, Mendenhall, D'Lo, Braxton