CM&M teach wealth strategies and complex topics like stocks, asset protection, target retirement and high yield interest-bearing accounts.
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We are a fee-only financial planning firm based in New Orleans. Our unique process helps people get clarity on their goals, and then guides them as they take the steps towards their ideal life.
Certified Financial Planning for women going through life changes. We assist clients in navigating major life transitions such as the death of a loved one, divorce, career shifts and going from saving for retirement to the need for strategic income planning in retirement. We provide comprehensive financial planning and guidance that incorporates concerns unique to women such as possible career breaks to care for loved ones, gender pay disparities, lifespan longevity and increased health care expenses in retirement.
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The Bezou Financial Planning Group was founded by Jason Bezou when he was hand-picked by Capital One Investing to ensure that clients continue to move toward financial goals. One of just 33 advisors in the United States selected by Capital One Investing and Woodbury Financial, Jason Bezou founded Bezou Financial Planning Group in order to protect, guide and grow the wealth of his clients. Utilizing the tools, technology, regulation, oversight and resources of Woodbury Financial, Pershing LLC and Advisor Group, Bezou Financial Planning Group is a local investment firm for local clients. Comprised of proven Financial Advisors and investment professionals throughout Louisiana, the team at Bezou Financial Planning Group has an unmatched track record of success. In three of the last five years, Bezou Financial Planning Group team was the number #1 Capital One Investing group in the country. Under the leadership of Jason Bezou, Certified Financial Planner and Accredited Asset Management Specialist, the professionals of Bezou Financial Planning Group are ready to learn your goals and craft strategies to reach them. Call or visit one of our offices in New Orleans, Baton Rouge, Hammond, Monroe or Chalmette and you will see that our commitment, insights and experience are vital to your long-term financial success. New Orleans / Lakeview Office 108 Harrison Avenue New Orleans, LA 70124 Phone: (504) 598-5388 Hammond Office 1665 S.W. Railroad Ave...
Our New Orleans financial advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
