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  6. Deane Retirement Strategies, Inc

Deane Retirement Strategies, Inc

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1100 POYDRAS STREET SUITE 2065 NEW ORLEANS, LA 70163 Get Directions

(504) 582-2345

https://deaneretire.com/

ldeane@deaneretire.com

Business Details

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Business Info

  • Founded 1973
  • Incorporated
  • Annual Revenue $1,627,123.00
  • Employee Count 6
  • Industries Financial Services
  • Contacts Linda Laborde Deane

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Company Summary

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $150 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.

We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.

With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 3:00PM
      • Tuesday  8:00AM - 3:00PM
      • Wednesday  8:00AM - 3:00PM
      • Thursday  8:00AM - 3:00PM
      • Friday  --
      • Saturday  --
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