Sylvia Perez & Associates

Coastal Capital Advisors LLC, located in Lafayette, LA, is a full-service financial planning firm dedicated to providing clients with tailored financial solutions grounded in honesty, integrity, and accountability. The team focuses on understanding each client's unique needs and dreams, ensuring personalized service that prioritizes their best interests. With a commitment to clarity, constant communication, and the development of lifelong financial plans, Coastal Capital Advisors seeks to build long-term relationships with clients while alleviating the burdens of financial management. Their professional staff works collaboratively with clients, tax professionals, and legal advisors to create and implement customized strategies designed to enhance financial well-being. 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