Business Details
About
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.
Details
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Deane Retirement Strategies, Inc
1100 Poydras Street, New Orleans, LA
70163, United States
Hours
Frequently Asked Questions About Deane Retirement Strategies, Inc
What services does Deane Retirement Strategies, Inc provide?
Deane Retirement Strategies, Inc offers fiduciary financial advisory services specializing in retirement financial planning and fee-only, discretionary portfolio management primarily for portfolios over $1 million.
What qualifications do the advisors at Deane Retirement Strategies hold?
The advisors are Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and hold other credentials such as Accredited Investment Fiduciary (AIF) and Certified Retirement Counselor (CRC).
Where is Deane Retirement Strategies, Inc located?
The office is located at 1100 Poydras Street, Suite 2065, New Orleans, LA 70163, USA.
What are the business hours for Deane Retirement Strategies, Inc?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM and closed on Fridays, Saturdays, and Sundays.
How can I contact Deane Retirement Strategies, Inc?
You can reach them by phone at +1 504-582-2345 or via email at clientsupport@deaneretire.com.
Does Deane Retirement Strategies, Inc have accessible restrooms?
Yes, the office has restrooms and they are wheelchair accessible.
What is the minimum portfolio size required for new clients at Deane Retirement Strategies, Inc?
New clients need to have a minimum portfolio size of $1 million to engage their services.
Are there dining options near Deane Retirement Strategies, Inc for meetings or breaks?
Nearby dining options include Mr Choo, a Chinese restaurant, Allegro Bistro bar, and PRIME Bar & Grill, a burger restaurant, suitable for client meetings or casual breaks.
How can nearby businesses support clients visiting Deane Retirement Strategies, Inc?
Clients may find services like legal advice at Elliott & Ritch, LLP or James Flinn, Attorney at Law, marketing services at Thrive Internet Marketing Agency, and accounting at Postlethwaite & Netterville, APAC conveniently nearby to complement their financial planning needs.
What transportation services are available near Deane Retirement Strategies, Inc?
New Orleans Party Buses provides transportation and taxi services nearby, helping clients to easily access the office and explore local attractions.