Business Details
About
Investment Service
In today's complex financial world, building your wealth and strengthening your portfolio today can prepare you for a better financial future. Partnering with a trusted and skilled financial advisor can also help you better protect the success you've worked so hard to secure. We'll focus on your short- and long-term priorities, provide you access to key financial resources and tools, and develop a personalized wealth management strategy that aligns with your vision of where you'd like to be.
Location
Hours
Frequently Asked Questions About Aaron Ogea Wealth Management Team
What services does the Aaron Ogea Wealth Management Team offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the operating hours for the Aaron Ogea Wealth Management Team?
They are open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:30 PM. They are closed on Saturdays and Sundays.
Where is the Aaron Ogea Wealth Management Team located?
They are located at 201 Fulton St, New Iberia, LA 70560, USA.
How can I contact the Aaron Ogea Wealth Management Team?
You can reach them by phone at +1 337-469-4375.
Do they provide any resources or information about IRAs?
Yes, they provide a featured message with information about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Which special financial products does the Aaron Ogea Wealth Management Team specialize in?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What language do they use for communication?
They communicate in English.
Are there any legal services nearby that clients might visit before or after a consultation?
Yes, nearby legal services include Acadiana Elder Law Clinic, David Groner Professional Law Corporation, Bayou Title, Broussard Natalie, and the Law Office of Michael Lopresto, which clients might visit for complementary legal advice.
What nearby places offer counseling or mental health services that clients might consider?
Nearby counseling centers include A Listening Presence Counseling Center, Hargrave & Shea, Counseling Associates of New Iberia, and Believe Iberia Counseling, which clients might find useful before or after financial consultations.
Are there any nearby shops or restaurants I can visit around the Aaron Ogea Wealth Management Team?
Yes, nearby options include Fudge It bakery for desserts, Jolie Fleur Florist for flowers and gifts, and Sweet Interiors for home goods and furniture.