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Deane Retirement Strategies, Inc. A Registered Investment Advisor
Categories
Financial Planning & BanksConsultants & Individuals
- 1100 Poydras St., Suite 2065 New Orleans LA 70163
- (504) 582-2345
- (504) 582-2346
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Hours:
Monday-Thursday, 8:00am-3:00pm
Driving Directions:
The office of Deane Retirement Strategies New Orleans is conveniently located in the Central Business District at the corner of Poydras and Loyola, just two blocks from several I-10 exits.
About Us
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.
Rep/Contact Info
Mr. Keith DeaneMr. Keith DeaneRetirement Specialist, CFP, CRC, AIF- Phone: (504) 582-2345
- Fax: (504) 582-2346
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