Deane Retirement Strategies, Inc - New Orleans, LA - Financial Advisors

Deane Retirement Strategies, Inc

0 star rating0 Reviews

(504) 582-2345 Call

Write a Review Write a Review

1100 Poydras Street, Suite 2065New Orleans, LA 70163

Description

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $130 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products.

We have three Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. One Platform for 401k Company Plans.

With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement.. Advisory team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

VIEW MORE »VIEW LESS »

Features


Business details

Investments

  • Bonds
  • IRAs
  • Retirement Plans
  • Stocks

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Financial Planning
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 08:30am
  • 04:00pm
  • TUE
  • 08:30am
  • 04:00pm
  • WED
  • 08:30am
  • 04:00pm
  • THU
  • 08:30am
  • 04:00pm
  • FRI
  • SAT
  • SUN

Year Established

1973

Social

Reviews

Be the first to write a review! Write a Review »

Videos & Photos

View all »

Video (1 video)

  • 2 2

Photos (2 photos)

  • Deane Retirement Strategies, Inc - New Orleans, LA -
  • Deane Retirement Strategies, Inc - New Orleans, LA -
  • Deane Retirement Strategies, Inc - New Orleans, LA -


Videos

Photos

Generic
3 photos
Album: Generic
1 of 3