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deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS
Asesoramiento financiero personalizado con visión experta para una solidez financiera duradera.
5
Business
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Asesoramiento financiero personalizado con visión experta para una solidez financiera duradera.
deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS ofrece asesoría financiera y gestión de patrimonio a medida en Nueva Orleans. Los clientes elogian a Marigny por su profesionalismo, profundo conocimiento, capacidad de escucha activa y una guía clara y proactiva sobre la planificación de la jubilación, la planificación patrimonial y la gestión de deudas. El toque personal ayuda a los clientes a ganar confianza y tranquilidad en tiempos inciertos.
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Estrategias personalizadas para asegurar su futuro financiero, que incluyen la gestión de carteras y la planificación de ingresos para la jubilación.
Asesoramiento sobre testamentos, fideicomisos y la distribución de activos para proteger su legado y facilitar las transferencias a los herederos.
Asesoramiento integral de inversiones y optimización de carteras, en consonancia con sus valores y su tolerancia al riesgo.
Planes personalizados para reducir y gestionar la deuda, mejorando la salud financiera y el flujo de caja.
Sesiones individuales para analizar su situación financiera, establecer metas y desarrollar estrategias prácticas.
Opciones de inversión que apoyan sus objetivos financieros mientras promueven la justicia social y ambiental.
Calificación general
Linda Glickauf
Marigny is the best. Shis is intelligent, understanding of my needs as a retired individual, informative and a great listener. Now, with tariffs and uncertainty, is one of the most important times to have a financial planner to guide through the turmoil. I am very grateful for her knowledge.
Susan Stentz
Clients consistently praise Marigny for her professionalism and extensive knowledge. She takes the time to listen attentively and ensures clients fully understand their financial situations. She willingly shares valuable insights and proactively advises on both current and potential issues, empowering clients to make informed decisions. It is evident that her passion lies in helping others achieve financial strength and awareness, especially in today’s uncertain times. Her dedication and expertise provide clients with confidence and peace of mind, knowing they are in capable hands.
Rebecca Ohler
I grew up without financial assets but I also have a masters degree and am an intelligent person. I was desperately seeking very knowledgeable help in straightening out my retirement and estate planning without being spoken to like an idiot by a bunch of finance bros and Marigny was the answer. She is down to earth, knowledgeable and she also supports my goals of being simultaneously financially strong and socially just. I would recommend her to anyone and trust her wholeheartedly.
Inner Design
My father moved into an assisted living facility and I needed to start liquidating his multiple accounts to have available monthly funds (I have POA). I do NOT know which funds are good to take out first, etc, -or even how. But luckily for me, Marigny does! She's taking care of ALL of it. She's also utilizing some funds that were not working well for him so that his funds will last longer. Thank you, Marigny!!!!
Nathan Manuel
Marigny, has created a custom plan that takes our concerns and values into consideration at every turn. She’s knowledgeable about a number of subject areas including retirement planning, debt management, and has helped us plan for a future in which we can change careers and buy investment properties. I have worked with a number of wealth management agents over the years and none have had the personal touch and care for us that we’ve found with deMauriac.
Myra Corrello
It’s amazing, in middle age, how many financial considerations hit you at once…scattered savings plans from previous employers – some going back over 25 years. The passing of loved ones. Retirement planning. Funding your own risk management as a business owner. Wanting to take a more active role in your investing – putting your investments in organizations that align with your values. Wanting a financial professional who will truly partner with you and help you learn how to take a more proactive role in your financial future. I found all of that in Marigny deMauriac. She listens and responds accordingly. She takes the time to explain and clearly show the pros and cons of each option. She offers objectivity – as an independent advisor. She goes above and beyond when having to track down and consolidate old accounts. That, alone, would have been a nightmare without her dogged patience and persistence in following up with plan providers on my behalf. (I don’t know how people manage it without help.) I have never felt such peace of mind – knowing what I have, how to monitor and access it, and knowing what it will likely produce for me in the future. While I may never delight in managing my investing, I have never felt so in control and positive about where I am going forward. I can’t recommend her enough.
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