Allstate Insurance

Benefit Planning Group is a reputable insurance and financial services firm based in Metairie, LA, serving the New Orleans area. With over 35 years of experience, they specialize in providing investment advisory services, insurance products, estate planning, retirement strategies, and a comprehensive range of employee benefit plans. Committed to creating and maintaining wealth for their clients, they prioritize personal and professional service, building relationships based on trust, competent advice, communication, and prompt service. Benefit Planning Group's mission is to assist clients in setting and achieving their financial goals through effective asset management. They offer a wide variety of insurance options, including annuity, long-term care, group health, life, individual health, and disability income insurance. Additionally, they provide 401(k) information and access to client accounts, ensuring transparency and convenience. With a team of experienced associates, including Lenny Nelson CLU, Patrick Taylor, Tom Meyer CRPC, and Ed d'Hemecourt, Benefit Planning Group is dedicated to helping clients navigate the complexities of financial planning and secure their financial future.Generated from the website

Shauna Burrell, owner and Accountant at Burrell Accounting Services, LLC dba Burrell Tax Solutions in Metairie, LA.BS in Accounting from NSU Thibodaux. Before starting my practice, in 2009, for over 10 years I worked as a Budget and Contract Manager for a government program and oversaw a budget of 40 million +. Through my years of experience, I have acquired a vast understanding of taxes and business. Which include formation, business development, budgets, business operations, or how to properly maintain books. Having this knowledge I'm able to guide you on how to properly manage your finances, thereby making you informed on all the tax laws available for you as a small business owner or individual taxpayer. I am a native New Orleanian, and my goal as a tax professional is to ensure my clients are properly informed and advised. I am a very thorough person and pride myself on being an effective communicator. In my spare time, I enjoy spending quality time with my family, traveling, reading books, supporting local businesses, and studying the history of New Orleans and its historic homes.BURRELL ACCOUNTING SERVICES LLC

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.