RBI Group LLC

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Regatta Research & Money Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Crescent Sterling Ltd., located in Metairie, LA, has been dedicated to providing financial counsel for over 30 years, focusing on helping clients achieve their long-term financial goals. The firm prioritizes clients' interests and believes that understanding individual goals and circumstances is essential to developing effective risk management strategies. Emphasizing personalized attention, superior service, and collaboration, Crescent Sterling creates unique financial plans tailored to each client's needs. The firm is committed to transparency, offering full disclosure of fees and expenses while utilizing understandable investments in their strategies. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy