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Deane Retirement Strategies, Inc

1100 Poydras Street Suite 2065 New Orleans, LA 70163


504-582-2345 Call Directions Email

  • Fax: 504-582-2346

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Hours of Operation

  • M-Th 8am-3pm
  • F-Su Closed

Associations

  • Certified Financial Planner (CFP)
  • Certified Retirement Counselor (CRC)
  • Chartered Financial Anaylst (CFA)
  • Accredited Investment Fiduciary (AIF)
  • The National Association of Personal Financial Advisors (NAPFA)
  • The Financial Planning Association (FPA)
  • The National Association of Plan Advisors (NAPA)
  • New Orleans Chamber of Commerce
  • Jefferson Chamber of Commerce
  • BBB Accredited Business

Year Established

  • 1973

About Deane Retirement Strategies, Inc

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.


Deane Retirement Strategies, Inc is in the following categories:

Business Brokers, Financial Planners, Investment Advisory Service, Investments


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Deane Retirement Strategies, Inc Located at 1100 Poydras Street Suite 2065, New Orleans, LA
Phone: 504-582-2345 https://deaneretire.com/

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