Lena Cortez, Financial Advisor located in Thibodaux, LA

Financial Advisor
Lena A Cortez

CFP®, AAMS®
121 E Bayou Rd Suite A, Thibodaux, LA 70301opens in a new window
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Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • Women Investors
  • Energy Industry Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Home Décor
  • Pets
  • Reading
  • Gardening

Team Members

  • Janice Granier
    Sr. Branch Office Administrator
  • Tammie Breaux
    Sr. Branch Office Administrator
  • Danielle Folse
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(985) 851-6500

Fax

(888) 228-2831

Office Address

121 E Bayou Rd Suite A
Thibodaux, LA 70301opens in a new window

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