Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
Saturday Closed
Sunday Closed
Regatta Research & Money Management Verified by Synup
Listed In: Financial Planning
Regatta Research & Money Management is a fee-only fiduciary financial advisory firm in Metairie, Louisiana, serving pre-retirees and retirees throughout New Orleans and Baton Rouge. We offer financial planning, retirement planning, investment management, and asset allocation with a focus on… Regatta Research & Money Management is a fee-only fiduciary financial advisory firm in Metairie, Louisiana, serving pre-retirees and retirees throughout New Orleans and Baton Rouge. We offer financial planning, retirement planning, investment management, and asset allocation with a focus on managing downside risk, since large losses damage both a portfolio and a person's confidence. Our seven-step process starts with your philosophy, vision, and values, then moves to asset allocation, a written game plan with benchmarks, investment selection, risk management, and rebalancing. Fee-only means no commissions, no product sales. When you call, you speak with the people managing your portfolio. Read more
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Regatta Research & Money Management LLC
6620 Riverside Drive Suite 207, Metairie, LA (1 Km Away)
Regatta Research & Money Management LLC
6620 Riverside Drive, Suite 207, Metairie, LA (10029 Km Away)