Financial Services for New Orleans area residents

FBT Investments offers a full range of financial services for New Orleans area residents and businesses.  Whether you are a young family just starting out, nearing retirement age or somewhere in between FBT Investments can help you make sense of your investment choices by tailoring a plan to meet your individual needs. 

We are your New Orleans based financial services provider of choice offering:

• Personal investment management
• Banking related products
• Managed accounts
• Institutional investment management
• Business Advisory
• Insurance Products
• Venture Capital
• Film tax credits

Financial Planning in New Orleans, LA with FBT Investments

FBT Investments is not just another brokerage firm.  Our affiliation with First Bank and Trust as well as First Insurance Agency allows us to have a unique perspective on all of the financial services you will need.  We believe that this holistic approach to your finance, investments, banking and insurance provides the most comprehensive service available today. 

FBT Investments, Inc., serving customers in New Orleans, provides consulting for business owners and individuals seeking sound financial planning advice. Company advisors meet regularly with clients to discuss investment planning, asset allocation, insurance needs and retirement services. Call (504) 584-5888 to speak with a qualified advisor in the New Orleans, LA area.