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Deane Retirement Strategies, Inc

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Business description
We are fee-only Retirement Specialists integrating retirement financial planning with astute investment management and retirement income management for over 40 years in greater New Orleans and south L
We are Retirement Specialists, guiding retirees and near retirees toward financial peace of mind and freedom to enjoy life. We devote our practice exclusively to five areas of expertise: Retirement Financial Planning; Investment Management; Retirement Income Management; 401k Portfolio Management; and IRA Rollovers. Located in New Orleans for over 40 years, our team of retirement specialists serves all of greater New Orleans and south Louisiana.
Our firm integrates four business models to positively impact your retirement planning and investment portfolio: A Team Approach; Investment Fiduciaries; Discretionary Managers; and Fee Only Compensation.
We are a highly credentialed, in-house team of experienced Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Certified Retirement Counselors (CRC) and Accredited Investment Fiduciaries (AIF), collectively focusing our expertise and knowledge for your benefit. With over four decades of experience, our firm is anchored by three active family members, representing two generations of financial professionals. Our clients are clients for life.
We are not the right fit for everyone, but we may be the perfect fit for you. Visit our website, www.deaneretire.com, to learn more.
General information
- Business Services Financial Investment Advice Certified Financial Planners, Financial Report Analysts, Financing Consultants
- Finance, Insurance, And Real Estate Security & Commodity Brokers, Dealers, Exchanges & Services Investment Advice
Standard industrial classification code: | 6282 | |
Estimated number of employees: | 7 | |
Annual sales estimate: | 1,245,000 | |
City / suburb: | New Orleans, LA | |
County: | Orleans |
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