Expert Financial Solutions in Ridgeland, MS
At Financial Works USA, we provide comprehensive financial services to help you achieve your financial goals with personalized planning, investment management, and wealth preservation strategies.
- Retirement & investment planning
- Tax optimization strategies
- Estate planning & wealth management
About Us
Your Trusted Financial Partner
Financial Works USA is a premier financial services provider serving Ridgeland, MS and surrounding areas. We specialize in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses.
Wealth Growth
Strategic investment planning for long-term financial prosperity
Financial Security
Comprehensive protection strategies for your assets and legacy
Personalized Service
Dedicated financial guidance tailored to your unique situation
Retirement Planning
Future-proof strategies for a comfortable and secure retirement
Why Choose Financial Works USA
We deliver exceptional financial guidance with unmatched expertise and personalized service.
Expert Financial Guidance
Our team leverages extensive market knowledge and financial expertise for optimal results.
Satisfied Clients
Years of Experience
Million Assets Managed
Client Retention %
Our Financial Services
Comprehensive solutions for individuals and businesses.
Estate Planning
Comprehensive strategies to protect and transfer your assets according to your wishes.
Our Process
How we deliver exceptional financial guidance.
Our Team
Meet our financial experts.
Michael Johnson
Financial Advisor
Sarah Williams
Wealth Manager
Robert Thompson
Investment Director
Jennifer Martinez
Retirement SpecialistFrequently Asked Questions
Answers to common questions about our financial services.
What types of financial planning do you offer?
We provide comprehensive services including retirement, investment, tax, and estate planning tailored to your specific needs.
How are your fees structured?
We offer both fee-only and commission-based options, with complete transparency about all costs involved.
Do you serve clients outside Mississippi?
While based in Ridgeland, MS, we serve clients across the United States with remote consultation options.
How often will we review my financial plan?
We typically conduct comprehensive reviews quarterly, with more frequent check-ins as market conditions or your personal situation warrant.