Kip Patron - Regions Wealth Advisor

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Orleans, LA area, Lisa Schewe will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Dumaine Investments is an independently owned financial advisory firm based in New Orleans, LA, specializing in customized financial planning and wealth management strategies. With a holistic approach, the firm focuses on understanding clients' dreams and aspirations to create personalized investment strategies that adapt to their evolving needs. The experienced team at Dumaine Investments is dedicated to providing peace of mind through comprehensive services, including client analysis, strategic investment allocation, and active account management. By prioritizing portfolio diversification and tax optimization, the firm aims to help clients achieve their financial goals while minimizing risks associated with investment. Generated from the website