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Dumaine Investments | Financial Planning & Wealth Management

Trusted wealth management and personalized financial planning in New Orleans

5(5 reviews)
financial-advising
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About

Dumaine Investments | Financial Planning & Wealth Management serves clients from 650 Poydras St, Suite 1010 in New Orleans. Clients praise Mitchell Bordelon and Clifford Favrot as trusted advisors offering knowledge, tailored guidance, and professional service. A team of caring professionals is highlighted for proactive communication and a focus on long-term financial wellbeing in today's markets.

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Location

650 Poydras St Suite 1010, New Orleans, LA 70130, USA

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Services

Financial Planning

Comprehensive analysis and customized plans for retirement, education, and wealth accumulation.

Wealth Management

Personalized investment strategies and portfolio management to grow and protect your assets.

Investment Advisory

Expert guidance on market trends and tailored investment solutions for optimal returns.

Retirement Planning

Strategies to secure a financially stable future and manage retirement income effectively.

Client Support Services

Ongoing monitoring, regular check-ins, and responsive assistance for all financial needs.

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