Pontchartrain Investment Management
Main:
(985) 605-5066
Fax: (985) 605-5061
Fax: (985) 605-5061
2065 1st Street, Slidell, Louisiana, 70458
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
Note: Saturday and Sunday by appointment
About us
Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning to help clients reach their goals. We're experienced in retirement planning, estate planning, insurance, and investment management. For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.
| Associations | FINRA, SIPC |
| Tags | Portfolio Review, Portfolio Management, Risk Assessment, Annuity Strategy, Wealth Strategy, Retirement Planning, Estate Planning, Tax Planning, Social Security and Medicare Planning, Roth Conversion Strategy, Retirement Account, Traditional IRA, Roth IRA, IRA, SEP IRA, Beneficiary IRA, Simple IRA, 401k Plan, 401k, Individual 401k Plan, Legal Counsel Coordination, Legal Document Review, Estate Settlement and Succession Insurance, Estate Settlement, Gifting Strategy, Charitable Planning, Succession Insurance, Revocable Personal Trusts, Irrevocable Personal Trusts, Beneficiary Review, Charitable Remainder Trusts, Trustee Services, Administrative Agent for Individual Trustees, Trust Settlements, Insurance Review, Life Insurance, Long-Term Care Insurance, Disability Insurance, Family Planning, Education Planning, Mortgage Consultations, Home Equity Consultations, Lending Consultations, Deposit Rate Consultations, Cash Management, Liability Management, Securities-Based Lending |
| Specialties | Portfolio Review, Portfolio Management, Risk Assessment, Annuity Strategies, Wealth Strategies, Retirement Planning, Estate Planning, Tax Planning, Social Security and Medicare Planning, Roth Conversion Strategies, Retirement Accounts, Traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, Beneficiary IRAs, Individual 401k Plans, Legal Counsel Coordination, Legal Document Review, Estate Settlement and Succession Insurance, Gifting Strategies, Charitable Planning, Beneficiary Review, Revocable Personal Trusts, Irrevocable Personal Trusts, Charitable Remainder Trusts, Trustee Services, Administrative Agent for Individual Trustees, Trust Settlements, Insurance Review, Life Insurance, Long-Term Care Insurance, Disability Insurance, Family Planning, Education Planning, Mortgage Consultations, Home Equity Consultations, Lending Consultations, Deposit Rate Consultations, Cash Management, Liability Management, Securities-Based Lending |
| Services | Investment Management, Financial Planning, Retirement Accounts, Legal and Estate Planning, Trust Services, Insurance, Family and Lifestyle Planning, Banking and Lending Consultation and Management |