David Fontenotemail
Magnolia Wealth Strategies - Lafayette, Versailles Blvd
102 Versailles Blvd, Ste 808
Lafayette, LA 70501
Lafayette, LA 70501
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Languages: English
Credentials: LUTCF®
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheck