CONNECT

Address:

2810 Johnston Street
Lafayette, LA 70503

1305 Causeway Blvd.
Mandeville
, LA 70471

Phone:

,Lafayette - 337-572-3674,Mandeville - 985-246-7309

Fax/Other:

,Lafayette - 337-593-9689,Mandeville - 985-727-6019

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following:

  • Investment management
  • Retirement strategies
  • Investment tax management  
  • Portfolio construction
  • Insurance and annuity strategies

Our recommendations will always be based upon your best interests and the information you provide to us.