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Tailored Financial Services

Planning for your future

Services
About Us

About Us

We look forward to working with you and helping you to grow your assets.

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Our Advisors

Our Advisors

Years of experience have prepared us to plan for your future needs.

Meet the advisors
Location

Location

We are conveniently located near the Chase building in Monroe, Louisiana.  Call us or walk in!

Business Hours and Map
Understanding Today's Financial Environment

Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Insights
Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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Branch Location
1896 Hudson Circle
Suite 6
Monroe, LA 71201