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.
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