Holistic financial services in Metairie, Louisiana

Megan Davenport, Financial Advisor - Davenport Wealth Strategies is a finance institution located at 1337 Huron Avenue, Metairie, Louisiana, United States. Specializing in holistic financial planning, Megan and Kathy offer personalized services to help clients achieve their financial goals while aligning their money with their values and dreams. With a meticulous process designed to understand each client's unique situation, the team at Davenport Wealth Strategies provides tailored recommendations and ongoing support to ensure financial success. As licensed agents of New York Life Insurance Company and NYLIFE Securities LLC, Kathleen Turan Davenport, Megan Davenport, and Joseph W. Davenport offer insurance and securities products and services to clients in multiple states. Committed to providing elevated peace of mind, the team at Davenport Wealth Strategies believes in offering wise counsel and personalized financial planning to help clients make informed decisions for life. Contact them today to start planning for a secure financial future.

Bingham Boudreaux - Prudential Financial is a trusted finance and insurance agency located at 111 Veterans Boulevard in Metairie, Louisiana, United States. With a commitment to providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect what matters most. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bingham Boudreaux - Prudential Financial is here to help you every step of the way. Visit us today and let us assist you in securing your financial future.

Edward Jones - Financial Advisor: Brenden E Coyne, AAMS™ is a trusted financial institution located at 749 Aurora Avenue in Metairie, Louisiana. As a certified Accredited Asset Management Specialist, Brenden E Coyne provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals, families, and businesses secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Brenden E Coyne and the team at Edward Jones are committed to providing professional guidance and exceptional service.

Joseph W Davenport, Financial Services Professional at Davenport Wealth Strategies, located at 1337 Huron Avenue in Metairie, Louisiana, is a finance and insurance agency dedicated to providing holistic financial planning services. As a partner in your financial journey, Joseph and his team offer personalized guidance to help you align your money with your values and goals. They specialize in whole person planning, taking into account every aspect of your financial life to create a lasting legacy for you and your loved ones. At Davenport Wealth Strategies, they believe in a tailored approach to financial planning, ensuring that each client's unique situation, goals, and risk tolerance are considered. Through a meticulous process, they work with clients to identify and prioritize objectives, establish benchmark goals, and recommend steps to achieve financial success. They coordinate insurance and financial activities with other professionals on your team, implementing and monitoring strategies to adapt to your changing needs over time.

Dr. Angie R. Sassard, MD is a reputable medical institution located at 4228 Houma Boulevard in Metairie, Louisiana. Specializing in various aspects of health and wellness, Dr. Sassard provides top-notch medical care and personalized treatment plans for all her patients. With a focus on delivering comprehensive and compassionate care, the institution offers a wide range of services to address various health concerns. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, Dr. Angie R. Sassard, MD is dedicated to helping you achieve optimal health and well-being.

Elite Medical NOLA is a premier healthcare institution located at 3501 Severn Avenue in Metairie, Louisiana. Our dedicated team of medical professionals is committed to providing top-notch care and personalized treatment to every patient who walks through our doors. From routine check-ups to specialized procedures, we offer a wide range of services to meet your healthcare needs. At Elite Medical NOLA, your well-being is our top priority. Visit us today and experience the elite standard of care that sets us apart from the rest.

Conservant Healthcare LLC, located at 611 North Causeway Boulevard in Metairie, Louisiana, is a comprehensive health institution offering a range of services including Certified Life Care Planning, Vocational Rehabilitation Counseling, Wage Loss assessment, Future Medical Cost evaluation, and Case Management. Our expert witnesses provide scientifically-sound testimony, and our vocational rehabilitation staff conduct forensic evaluations in accordance with national and international standards. Our Life Care Planning services address the future medical care and costs for individuals of all ages facing unexpected or catastrophic health conditions. We prioritize understanding each client's needs and expectations, providing plans that encompass medical treatment, procedures, medication, and more. We specialize in care for those needing long-term facility care, ensuring their health, safety, and welfare with attention to cost factors.

Beacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.

Kathleen Davenport, Kathy Turan Davenport - Davenport Wealth Strategies is a finance institution located at 1337 Huron Avenue, Metairie, Louisiana, United States. They are dedicated to serving professional advisors and offer holistic financial planning through Eagle Strategies LLC. Their goal is to help clients enjoy their life today while planning responsibly for tomorrow. The team at Davenport Wealth Strategies provides personalized financial planning tailored to each client's unique situation, goals, and risk tolerance. They work closely with clients and their team of financial, tax, and legal advisors to implement and monitor strategies over time. Kathleen Turan Davenport, Megan Davenport, and Joseph W. Davenport are licensed to sell insurance and offer securities products and services through New York Life Insurance Company. They do not provide tax, legal, or accounting advice, and clients are encouraged to consult their own professionals. Kathy Davenport and Megan Davenport also offer investment advisory services through Eagle Strategies, LLC. The team at Davenport Wealth Strategies is committed to helping clients make wise financial decisions for life and creating a lasting legacy for generations to come. Contact them at 504.835.1344 or email kathy@davenportwealthstrategies.com, meg@davenportwealthstrategies.com, joey@davenportwealthstrategies.com for more information.