Terrell & Associates, LLC

CONNECT

Address:

625 W College St
Lake Charles, LA 70605-1521

Phone:

337-474-4025

Fax/Other:

337-474-2228

                                                  Personal CFO Platform

The Personal CFO solution was built to create harmony between your life and wealth. Money is nothing more than an enabler to allow you to do the things you want to do in life. By managing your entire financial picture, we free up time for you to focus on what's truly important to you - your family, your passions, and in many cases, your business. Our team provides advice in four key areas: Cash Flow Planning, Wealth Accumulation, Risk Management, and Wealth Transfer. The strategies and tactics employed by our knowledgeable advisors include the common financial services like investments, insurance, estate planning, tax strategy, but also takes on the more unique strategies like asset protection, entity structure, and business consulting. Regardless of the scenario that you are facing, we have the ability to build the best solution customized to your needs.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck