Troy Bergeronemail
Magnolia Wealth Strategies - Lafayette, Versailles Blvd
102 Versailles Blvd, Ste 808
Lafayette, LA 70501
Professional Story
I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
My Goal is to provide individuals, families, business owners and employees with assistance in managing risks associated with their particular situations. I have the skills, knowledge and experience required to help meet my clients' established goals. My personal goal is to become a lifetime resource for each and every client.
Languages:
- English
Credentials:
- CLU®
- LUTCF®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Group Benefits
- Estate Planning
- Retirement Income Planning
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