Demauriac

Description

• Helping women & their loved ones make informed investment decisions, build wealth and leave a lasting legacy. We create tailored plans that consist of thoughtfully selected investments for our clients while taking into account financial concerns unique to women such as gender pay disparities, possible career breaks, and lifespan longevity. We are gender inclusive. Our goal is to help close gender money gaps, not to exclude men. We welcome the opportunity to get to know what's most important to you and your loved ones. deMAURIAC is a 100% women-owned registered investment advisory & CERTIFIED FINANCIAL PLANNER firm. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Investment Advisory Services offered through deMauriac, LLC a registered investment adviser firm registered with the State of Louisiana, Texas & Maine. deMauriac LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming terms of engagement and have been provided a copy of the firm ADV Part 2A brochure document. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy.
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  Headquarters:401 Saint Joseph St Ste 2A, New Orleans, Louisiana, United States

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  Phone Number: +1 504-358-0433

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  Website: http://demauriac.com/

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  Employees:0

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  Revenue:

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  Legal Name:Demauriac

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• |  NAICS Code: 523110  |

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