Broker Check

Jeff Robin
8568 Goodwood Boulevard
Baton Rouge, LA 70806
(225) 960-2290

 

Products & Services

We provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Brokerage Accounts
  • Managed Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Government Securities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance