Certified by Deane Retirement Strategies, Inc • Apr 05, 2026
Financial PlanningFinancial Consultant
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.
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RestroomAvailable
Wheelchair accessible restroomAvailable
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Certified by Deane Retirement Strategies, Inc • Apr 05, 2026
Certified by Deane Retirement Strategies, Inc • Apr 05, 2026
Monday8:00 AM - 4:00 PM
Tuesday8:00 AM - 4:00 PM
Wednesday8:00 AM - 4:00 PM
Thursday8:00 AM - 4:00 PM
FridayClosed
SaturdayClosed
SundayClosed
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Certified April 05, 2026Yext Knowledge Graph
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