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Louisiana Retirement Planning and Baton Rouge Investment Services
Louisiana Proud: We are Louisiana home grown, know the people of Louisiana, and are grateful for the opportunity to serve the people of Louisiana. Our Greenwing Securities investment advisory office is headquartered in Baton Rouge, LA.
Our Mission: Help our clients achieve financial peace of mind through financial planning, professional advisory and portfolio management services.
How we do it:
Professional Management: We work with our clients to develop and put a plan into action to meet their financial goals. Through portfolio management, we provide wealth accumulation, preservation and distribution strategies.
Effective and Efficient Products: We build our portfolios mostly with high-powered, low-cost, no-load or "load-waived" mutual funds. Even a small reduction in mutual fund expenses may result in significantly better returns over time.
Our Free Structure: We provide services for a fee based on assets under management. We believe this in your best interest because your portfolio manager is rewarded for growing your portfolio, and not for selling you a different security each week. Hence, you and your advisor are united in purpose, and that is growing your assets.
Personalized Service: If you like personalized service, you'll like us. You will personally meet and get to know our team, and will get prompt attention you when you visit, call or email.
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Sign up today for our our ongoing free Retirement Planning seminar for more information on what you should know before retiring or making investments. Visit the Services page to learn more about the various Baton Rouge Investment services offered by Greenwing Securities, or learn more about what type of investor you are with our Risk Temperament Survey. |
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Greenwing Securities provides investment and retirement planning services to all US residents as well as those of Louisiana including but not limited to Lake Charles, New Orleans Roth IRA, Bossier City, Lafayette, Chalmette stock market, Kenner, Metairie, West Monroe, Shreveport, Slidell, Opelousas, LaPlace, Pineville, Bogalusa mutual funds, Baker Investing, Bayou Cane Investments, Crowley, De Ridder, Denham Springs, Donaldsonville, Mandeville stocks, Natchitoches bonds, Harvey retirement, Marrero, Zachary, Port Allen, Fort Polk, Marksville, Avondale financial planning, Destrehan. The information on this site is not to be taken as professional financial advice. |
