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Curtis Investment-Baton Rouge LLC is a financial services firm based in Baton Rouge, LA. Specializing in investment management, the company offers a range of services to help clients achieve their financial goals. With a focus on personalized strategies and client relationships, Curtis Investment-Baton Rouge LLC provides tailored solutions to meet the unique needs of each individual or business. The firm prides itself on its commitment to transparency and integrity in all aspects of its operations. Generated from their business information

Peters Wealth Advisors is a Baton Rouge-based financial advisory firm committed to providing a comprehensive range of planning and investment services. Their offerings include retirement planning, estate and charitable planning, tax strategies, and business planning, all designed to meet clients' diverse financial needs. The firm emphasizes trust, respect, and accountability in all its client interactions. Peters Wealth Advisors operates under the guidance of experienced professionals, ensuring that clients receive tailored advice to navigate their financial journeys effectively. Generated from the website

The Shobe Financial Group, founded in 1983, is a trusted financial planning firm based in Baton Rouge, LA. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they provide expert guidance and support to help individuals and families pursue their life goals through comprehensive financial planning, including retirement planning, estate planning, investment management, tax planning, and more. Their client-centered approach and commitment to making a lasting impact on their clients' lives sets them apart in the industry. Partnered with Carson Wealth, another firm founded in 1983, the Shobe Financial Group combines their strengths and expertise to offer a wider range of services and a deeper impact on their clients' financial well-being. With over 150 years of collective experience, including 7 CFP professionals, the team at Shobe Financial is dedicated to understanding their clients' unique needs and aspirations, building personalized financial plans, and providing actionable guidance to help them achieve their financial goals.Generated from the website