As your journey to retirement begins, make sure that you have the right financial team working by your side. Whether your vision includes travel or building a lasting legacy for your children and their future, a strong financial strategy can help cover all the angles. Working together with your other key professionals, including CPAs, estate-planning attorneys and life insurance specialists, we can meet your needs, goals and vision for the next step in your financial journey. From assessing risk to establishing insurance and emergency funds for life's unexpected surprises, we'll be with you every step of the way.
What are the specialties of Aucoin Lirette Wealth Management?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What are the business hours for Aucoin Lirette Wealth Management?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on weekends.
Where is Aucoin Lirette Wealth Management located?
It is located at 1620 Polk St, Suite C, Houma, LA 70360, USA.
How can I contact Aucoin Lirette Wealth Management?
You can reach them by phone at +1 985-868-7134.
Does Aucoin Lirette Wealth Management have any mobile apps?
Yes, they have apps available on both Android and iOS platforms.
What languages are spoken at Aucoin Lirette Wealth Management?
English is the language spoken at their office.
What nearby places can I visit when I come to Aucoin Lirette Wealth Management?
Nearby places include Le Bijou Salon & Spa for relaxation, Southdown Plantation & Museum for local history, and Veterans Memorial Park for outdoor activities.
Are there nearby financial services close to Aucoin Lirette Wealth Management?
Yes, there is another Edward Jones office nearby, as well as mortgage brokers like Tim J. Blanchard and Allegiance Home Lending, LLC, which can complement your financial planning needs.
Can I find health-related services near Aucoin Lirette Wealth Management?
Yes, nearby health-related services include Oral Facial Surgery Center, Houma Family Dental, and The Oaks of Houma retirement home.