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BD Wealth Advisors - 0 Reviews - 17461 Jefferson Hwy, Baton Rouge, LA - Financial Planning Reviews - Phone (225) 766-9506

BD Wealth Advisors

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id: 39533805
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17461 Jefferson Hwy
Baton Rouge, LA 70817
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(225) 766-9506
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BD Wealth Advisors - Baton Rouge, LA
FALL SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 12/30/2018

At our firm, we have the client—and only the client—in mind.

Owner Message

  • The pursuit of a long term financial goals begins with an Advisor who can help understand your “why” and help you with the “how”. Armed with a deep understanding of your distinctive needs, Benedict Devillier Wealth Advisors can plan and implement strategies. Drawing from the products and services of a totally independent array of strategies and financial tools, we can get there and monitor and adjust as your needs change. Our team approach is what brings the strength of conviction to achieve your goals. Your goals are our goals, first and foremost. Benedict Devillier Wealth Advisors can help you meet your objectives today, tomorrow and for generations to come. We're ready to work for you. Our mission and passion is to guide high-net-worth families and business owners in all areas of financial excellence. This includes Tax-Efficient Wealth Accumulation Retirement Income Planning Estate and Gift planning, and Business Exit Strategies Benedict Devillier Wealth Advisors has offices in Baton Rouge, La. (headquartered) and Lafayette, La.. INVESTMENTS * Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity FINANCIAL PLANNING Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans INSURANCE Disability Income Insurance Life Insurance Long Term Care Insurance TAX PLANNING Relocation Tax Issues State Tax Return Preparation Representation Before the IRS Tax Return Preparation Individual Tax Preparation and Planning Business Start Up,Counsel and Corporate Taxes Small Business Accounting Services IRS and State Tax Audits Income,Gift and Estate Tax Returns

Additional information

  • Hours:

    Mon - Fri 8:00 am - 5:00 pm, Sat - Sun Closed
  • Neighborhoods:

    Shenandoah
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