Empowering Stability and Preparedness for All.

Years in Business

Clients

$ Managed

Our Vision

is to enable individuals to attain financial independence and safeguard their hard-earned possessions.

We strive to educate and understand our clients to provide tailored policies that align with their unique aspirations, family, and future. Our priority is to ensure that their money works for them, not only during their retirement years but throughout their lives, enabling them to savor their golden years.

Increase Cash Flow

College Planning

Emergency Funds

Hard Additional Income

Manage Expenses

Preparing for Your Children's Future

Save 3-6 Months Income

Prepare for Possible Unexpected Expenses

Proper Protection

Build Wealth

Preserve Wealth

Protect Against Loss of Income

Protect Family Assets

Strive to Outpace Inflation and Reduce Taxes

Professional Money Management

Reduce Taxation

Build a Family Legacy

About Us

Chelsie Ward, the founder, and CEO of Ward Financial Services, established the company with a mission to assist people from all walks of life in achieving financial stability and preparedness.

Having grown up in North Carolina, where she witnessed numerous families struggling to make ends meet and living from one paycheck to another, she aims to make a difference by providing financial education to those who may not have access to it.

Chelsie desires to see a wealthy America rather than a society with only a middle and affluent class. She believes that people have enough concerns in their lives without having to worry about their finances.

Chelsie Ward

We Look Forward to Helping You.

Hours of Operation

Monday – Friday – 9:30 a.m. to 7:00 p.m.

Saturday – 10:00 a.m. to 3:00 p.m.

Sunday – Closed

Phone # 336-926-1008

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