When I was a kid, my dad opened an investment account for me. I didn’t really understand the value then, but at his recommendation, I put a little of the money I received every birthday or Christmas into the account. He told me I would thank myself in the future, and he was right, but in so many other ways than even he anticipated.
Now that I’m a financial advisor for Edward Jones, I have the opportunity to help others see the same potential in planning for their futures that my father showed to me. Whether my clients are business owners, retirees, parents saving for college or just individuals looking for a little guidance, it’s my job to sit down with them and understand their goals and who they are as individuals before building a strategy that’s specific to them.
Through this process, my clients become like family to me and I check in regularly to make sure that they’re on track to achieving their financial goals. Investing can be emotional, so it’s important that our relationship is firmly rooted in trust. That’s why having Edward Jones’ nearly 100 years of experience and network of associates and technology on our side is such an asset as we build your strategy and portfolio.
With my office in Kenner, LA, I serve investors from across New Orleans, and I really enjoy sitting down with prospective clients. Probably the most common piece of advice I give them is not to be discouraged by downturns in the market— they’re normal. Instead, we’ll make a strategy to help them weather the downturns and capitalize on the inevitable upswings. There’s no reason to panic when you have a strategy, so call my office today and we’ll get started on yours.
Outside the office, you can often find me working out, playing volleyball or cheering on the Saints and Pelicans.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
- College Savings
Office Address527 W Esplanade Ave Ste 103
Kenner, LA 70065
Phone NumberAlex Littlepage at (504) 465-0876
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