Edward Jones - Financial Advisor: Lena A Cortez, CFP®|AAMS™ 5937 West Main Street, Houma, LA 70360
About the Business
Edward Jones - Financial Advisor: Lena A Cortez, CFP®|AAMS™ is a reputable finance institution located at 5937 West Main Street in Houma, Louisiana, United States. Lena A Cortez is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) who offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Lena A Cortez is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Lena A Cortez, CFP®|AAMS™ is committed to providing expert guidance and support every step of the way.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Asset Protection
- Budgeting
- Estate Planning
- Family Financial Planning
- Financial Goals
- Financial Planning
- Financial Planning Strategies
- Financial Security
- Finanical Advisor
- Generational Financial Planning
- Individual Financial Planning
- Inheritance Tax Planning
- Inherited Wealth Management
- Investment Management
- Investment Portfolio Management
- Investment Risk Management
- Investments For The Future
- Legacy Planning
- Long Term Investments
- Personalized Financial Advice
- Retirement Planning
- Retirement Savings
- Spending Habits
- Tax Planning
- Wealth Distribution
- Wealth Management
- Wealth Transfer
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