Live Oak Wealth Management

Demarie & Timmerman 's value-added services are what set us apart from other benefits brokers. Simply by partnering with us, your company: will be introduced to a wealth of insurance, employee benefits, and human resource tools and information.

Gregory Ricks & Associates is an independent financial advisory firm based in Mandeville, LA. They specialize in creating custom financial plans to suit individuals in retirement, offering a range of investment and insurance products. With a team of experienced professionals, they provide personalized guidance and support to help clients regain control of their financial future. With a focus on retirement planning, Gregory Ricks & Associates offers live experiences where individuals can map out their ideal future and receive a personalized written plan. They utilize their financial Guided Planning System (GPS) to examine current financial situations, make recommendations, and provide ongoing implementation and management of retirement plans. Committed to providing tailored solutions, Gregory Ricks & Associates aims to help individuals achieve their financial goals and secure a stable retirement.Generated from the website

Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning to help clients reach their goals. We're experienced in retirement planning, estate planning, insurance, and investment management. For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.