Phone (225) 926-0202  Fax (225) 926-0203

PO Box 78408  Baton Rouge, LA  70837  

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Our Mission

We treat our clients with the utmost of respect and operate with complete integrity at all times. Believing that trust is the most important factor for a successful client-advisor relationship, we will do everything possible to earn and maintain this trust. We also believe that revenue is a byproduct of high quality service and advice. As a result, we will never operate from a posture of selling but will always endeavor to protect our client’s interests through objective and thorough analysis, only recommending products and/or services which we believe are truly in our client’s best interest. In short, we will always place the interests of our clients ahead of our own.