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deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS
Empowering your financial future with personalized, socially conscious wealth management in New Orleans.
5(5 reviews)
$$$
Business
financial-advising
business-consultants
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About deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS
deMAURIAC Financial Consulting & Wealth Management, led by Marigny deMAURIAC, CFP, ABFP, AAMS, offers expert financial planning and wealth management services in New Orleans. We specialize in retirement planning, estate planning, debt management, and investment strategies, tailored to your unique goals and values. With a focus on client education and proactive advice, we help individuals, families, and retirees achieve financial strength and peace of mind in uncertain times. Our down-to-earth approach ensures you're treated with respect and clarity, not jargon.
Business Info
Location
401 St Joseph St #2A, New Orleans, LA 70130, USA
Services Offered
Retirement Planning
Custom strategies to secure your financial future, including portfolio management and income planning for retirees.
Estate Planning
Guidance on wills, trusts, and asset distribution to protect your legacy and simplify transitions for heirs.
Wealth Management
Comprehensive investment advice and portfolio optimization aligned with your values and risk tolerance.
Debt Management
Personalized plans to reduce and manage debt, improving financial health and cash flow.
Financial Consulting
One-on-one sessions to analyze your financial situation, set goals, and develop actionable strategies.
Socially Responsible Investing
Investment options that support your financial objectives while promoting social and environmental justice.
