Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.  With predecessor business names, we have been in business since 1965 reaching thousands of individuals with our services.  Our firm has always been service-oriented as our customer base continues to grow.  We feel there are some good reasons why this is true.   Our clients agree.


Please call us [888-897-8800] or [318-746-4867] if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have what you need, we know someone who does.