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New Iberia, Louisiana Area

We proudly serve clients throughout New Iberia and Iberia Parish, including Jeanerette, Loreauville, Delcambre, and nearby communities.

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New Iberia office

1101 E. Admiral Doyle Drive, Suite 106
New Iberia, LA 70560
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help New Iberia-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

New Iberia

Financial advisors serving the New Iberia area

Whether you’re in New Iberia, along Bayou Teche, or in one of the surrounding communities across Iberia Parish, our team helps you bring the different priorities shaping your wealth into a coordinated plan. We take time to understand what matters to you and develop strategies designed to support both today’s goals and what you’re working toward for the future. Meet with us at our New Iberia office, virtually via Zoom, or through another convenient arrangement.

Jed M. Inzerella, CFP®, RFC®
Jed M. Inzerella, CFP®, RFC®

Senior Wealth Advisor
Terrance Keenan
Terrance Keenan

Senior Wealth Advisor
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