Deane Retirement Strategies, Inc
Fax: (504) 582-2346
Business hours
| Monday | 8:00am to 4:00pm |
| Tuesday | 8:00am to 4:00pm |
| Wednesday | 8:00am to 4:00pm |
| Thursday | 8:00am to 4:00pm |
| Friday | - |
| Saturday | - |
| Sunday | - |
About us
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 $200 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.
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.
Visit our website to learn more.
| Year established | 1973 |
| Associations | Certified Financial Planner (CFP), Certified Retirement Counselor (CRC), Chartered Financial Anaylst (CFA), Accredited Investment Fiduciary (AIF), The National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association (FPA), The National Association of Plan Advisors (NAPA), New Orleans Chamber of Commerce, Jefferson Chamber of Commerce, BBB Accredited Business |
| Video | http://www.youtube.com/watch?v=w2nPnmtvplo |