(504) 613-2000

Magnolia Wealth Strategies - Metairie, LA

 

Magnolia Wealth Strategies – Metairie, LA 70002
Financial Services to Help You/Your Family/Your Business

No matter what financial circumstances you are in, our Financial Services Representatives in our Metairie offices are here to help you through the ins and outs of life’s many events. Our financial services and products can help you plan and weather any of the inevitable events and changes that happen throughout life, both personally and professionally.

Metairie Associates

Associates at the Causeway Blvd Location

Barry Bellina
Financial Services Representative
Metairie, LA 70002
(504) 613-2224 (2225)

Brandy Bellina
Financial Services Representative
Metairie, LA 70002
(504) 613-2210

Bob Brune
Chief Operating Officer
Metairie, LA 70002
(504) 613-2200

Stewart Campbell
Financial Services Representative
Metairie, LA 70002
(504) 613-2027

Anthony Eaton
Financial Services Representative
Metairie, LA 70002
(504) 613-2204

Nancy Giraldo, CLTC, LUTCF
Financial Planner, Special Care Planner
Investment Advisor Representative
Metairie, LA 70002
(504) 613-2026
ngiraldo@financialguide.com
Nancy’s LinkedIn Profile
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Mukund Hanumante
Financial Services Representative
Metairie, LA 70002
(504) 613-2245 (2246)

Wayne Hebert
Financial Services Representative
Metairie, LA 70002
(225) 955-1713
whebert@financialguide.com
Wayne’s LinkedIn Profile

Vernon Horn
Financial Services Representative
Metairie, LA 70002
(504) 613-2059

Semmes Hughs
Brokerage Director
Metairie, LA 70002
(985) 373-8899

Jeremy Jeanfreau
Financial Services Representative
Metairie, LA 70002
(504) 613-2127

Michael Marse
Financial Services Representative
Metairie, LA 70002
(504) 613-2034

Lisa Nezat
Assistant to Barry Bellina
Metairie, LA 70002
(504) 613-2225

Jay Papania
Financial Services Representative
Metairie, LA 70002
(504) 613-2061

Jeremy Papania
Financial Services Representative
Metairie, LA 70002
(504) 613-2051
jeremypapania@financialguide.com
Jeremy’s LinkedIn Profile
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Louis Rosiere, Jr.
Financial Services Representative
Metairie, LA 70002
(504) 613-2297

Susan Roudolfich
Financial Services Representative
Metairie, LA 70002
(504) 613-2024

Richard Schega
General Agent
Metairie, LA 70002
(504) 613-2100

Lemous Thompson
Financial Services Representative
Metairie, LA 70002

Delores Williams
Financial Services Representative
Metairie, LA 70002
(504) 613-2264

Fred Yeager
Financial Services Representative
Metairie, LA 70002
(504) 613-2232

Associates at the Cleary Ave Location

Bryan Palmisano
Financial Services Representative
Metairie, LA 70002
(504) 888-3003

Metairie Locations

Magnolia Wealth Strategies
Main Metairie Office

3838 N Causeway Blvd., Ste. 3400
Metairie, LA 70002
Switchboard: (504) 613-2000
Toll Free: 866-538-3605

Hours: 9a-5p M-F

Magnolia Wealth Strategies Metairie Office

Magnolia Wealth Strategies

3205 Cleary Ave, Suite 2
Metairie, LA 70002
(504) 888-3003

Hours: 9a-5p M-F

Products and Services

529 College Savings Plan

A 529 college savings plan is a tax-advantaged way to save for college and pay for higher education expenses. Unlike some other savings vehicles, a 529 college savings plan may allow you to make sizable contributions. The funds may generally be used for any qualified college or higher education expense.

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Annuities

If you need a tax-deferred investment to provide a guaranteed stream of income for life or a specified number of years, it might be worth considering an annuity. An annuity is a contract between an insurance company and an annuity owner. In exchange for a purchase payment, or series of payments, the insurance company guarantees to pay a stream of income in the future.

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Disability Income Insurance

A sudden interruption of income-due to an extended period of sickness or injury-can have serious financial consequences for many of today’s employees. You may receive group long term disability benefits through your employer. However, you will need to make sure the benefits available through your group long term disability coverage are adequate for your needs. An individual disability income insurance policy can help supplement your group long term disability benefits and protect a larger portion of your income.

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Individual Retirement Account (IRA)

An IRA is a tax-deferred personal savings account that allows you to save for retirement without a company-sponsored plan. Throughout your lifetime, you can make tax-deductible “contributions” to your IRA, which you can then invest in basic securities such as stocks and bonds. With a traditional IRA—the most common type of IRA—income taxes are deferred until you withdraw them, so you don’t pay annual federal (and, in many cases, state) income taxes on your earnings.

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Life Insurance

The purpose of life insurance is to help provide your loved ones with financial protection after you die, in exchange for the premiums you pay to your insurer during your lifetime. Some life insurance policies can provide you with financial protection for the short term, while others accumulate cash value, offering a living benefit that can be used for supplemental retirement income, funding for a child’s education, or cash for emergencies.

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Mutual Funds

Mutual funds are professionally managed portfolios of stocks, bonds or other securities that pool the money of a group of investors who have common financial goals. The value of mutual fund shares will fluctuate so that when redeemed they may be worth more or less than their original cost.

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Special Care

SpecialCareSM is a program that provides access to information, from what you need to know in order to provide the best care to your loved one, to how to manage the needs of yourself and other family members. If you are caring for a person with a disability or other special need—a spouse, a child, sibling, dependent parent or other relative or friend—you should consider our SpecialCareSM program.

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Trust Services

A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts and disability policies, may be used to fund trusts in appropriate circumstances.

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Contact Magnolia Wealth Strategies – Metairie for More Information (504) 613-2000