Benefit Planning Group
2817 Athania Parkway, Metairie, Louisiana 70002
About the Benefit Planning Group
Benefit Planning Group is a finance and insurance agency located at 2817 Athania Parkway in Metairie, Louisiana, United States. Since 1984, we have been providing investment advisory services, insurance products, estate planning, retirement strategies, and employee benefit plans to clients in the New Orleans area. Our mission is to create and maintain wealth for our clients through effective asset management, personalized service, and professional advice. Our team, including Lenny Nelson, Patrick Taylor, Tom Meyer, and Ed d'Hemecourt, is dedicated to helping clients set and achieve their financial goals. We are affiliated with LPL Financial and Strategic Financial Concepts, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Strategic Financial Concepts, LLC. Our Registered Representatives can only conduct securities business with residents of AL, LA, MS, NC, and TX. Visit our website to watch informative videos and learn more about our services.
Photos of Benefit Planning Group
2817 Athania Pkwy, Metairie, LA 70002, United States
Opening hours of Benefit Planning Group
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews of Benefit Planning Group
"My whole family is with BPG and have been pleased for many years. Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice. Good location with off-street parking. Good communication, including reminders when it's been too long between visits."
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