Your Path to�Financial Peace of Mind and Freedom to Enjoy Life

General Info

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million. We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million. With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

HoursCLOSED NOW

Regular Hours:

Mon - Thu	8:00 am - 3:00 pm
Fri - Sun	Closed

Contact Info

Phone:

Main - 504-582-2345

Address:

1100 Poydras St Suite 2065 New Orleans, LA 70163

Email:

Contact Us

Link:

http://www.deaneretire.com

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Pension & Profit Sharing Plans, Retirement Planning Services

Services / Products

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $150 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million. We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million. With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.