Broker Check

A Consistent and Holistic Approach to Wealth Management and Financial Planning

Guaranty Financial Services is an independent wealth management firm founded with a unique goal in mind: to serve clients’ financial needs with care and detail while building meaningful relationships. It’s not just our job; it’s our mission to happily go the extra mile for our clients.

We serve a diverse range of clients in all milestones of life, many of whom want to work with a financial advisor they trust to provide them with financial strategies that address their individual needs. Our goal is to fulfill this role by providing a higher standard of customer service by building value for our clients through a consistent and holistic approach. Through a one-on-one consultative process, we take the time to get to know you and to understand your hopes and dreams for the future. Only once we understand your needs do we develop customized strategies that may include asset management, retirement planning, education planning, estate planning, insurance, trust services, long-term care planning, or corporate retirement plan management.

We take the time to answer your questions and concerns with great detail, and work with you for the long-term, celebrating life events and milestone transitions along the way. The result is a cohesive financial strategy tailored to your unique needs. Based in Greenville, Mississippi, we work with clients locally in Cleveland, Vicksburg, Greenville, Hollandale, Indianola, and Belzoni, as well as all surrounding areas. To learn more about how we may be able to help you, contact our office today.

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.