Crescent Public Finance Advsrs

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 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. Our new-client minimum is $1 million. We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million. 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.

Yon Partners is a professional services firm based in New Orleans, LA, specializing in providing strategic consulting and advisory services to businesses of all sizes. With a focus on fostering growth and innovation, Yon Partners offers tailored solutions to help clients navigate complex challenges and achieve their goals. Generated from their business information

Robertson Wealth Advisors is a diversified financial services firm based in New Orleans, specializing in offering trusted advice and sophisticated solutions to both individuals and institutions. Their focus is on providing tailored financial guidance to help clients navigate the complexities of wealth management with confidence and expertise. Generated from their website's infomation