Terrell Financial Group

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3621 Ridgelake Dr Ste 201
Metairie, LA 70002
+1 (504) 838-0411
http://www.terrellfinancial.com

Terrell Financial Group, based in Metairie, LA, is a registered investment advisory firm dedicated to helping clients achieve a successful and enjoyable retirement. Founded by Brett Terrell, the firm emphasizes proactive retirement planning through comprehensive financial, insurance, and healthcare strategies tailored to each individual's needs.

The group's approach begins with a customized Income Plan, also known as the Retirement Spending Plan, ensuring that clients' income lasts throughout their retirement. With services that include asset allocation, risk management, income planning, and generational vault organization, Terrell Financial Group aims to provide full-service retirement planning for the local community and beyond.

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