Investment Professionals in New Orleans

Every investor or business should have an investment professional that understands your needs and goals and is capable of handling complex financial situations.  If you are in the market for an investment professional in the New Orleans area there are several factors to take into consideration before making a choice.

Benefits of Local New Orleans Based Professionals

Let’s face it – life in New Orleans is just a bit different than in most parts of America!  The investment professionals at FBT Investments live and work in the local community which means we have a vested interest in helping you succeed, no matter what your goals.

FBT Investments is a wholly owned subsidiary of First Trust Corporation and a financial partner to First Bank and Trust; one of the most trusted Louisiana based banks.

» Contact FBT Investments today for a free financial consultation

 

Relationships Based on Trust

Your Louisiana investments, savings and household expenses are unique for your individual financial situation and therefore require a plan tailored specifically for you. The investment professionals at FBT Investments can help you create a customized portfolio as well as provide hands-on account management when necessary.

Once you select a local New Orleans investment professional from FBT Investments, you can expect to have pro-active reviews of your financial portfolio on a regular basis. The goal of our investment advisor is to manage funds in a manner that achieves each client’s financial goals while at the same time meeting their individual tolerance for risk.

We believe that offering great service means being good listeners, explaining options in a manner you can understand, and being here to answer your questions and address your concerns.
Financial Guidance Throughout Your Career

Our parents and grandparent may have worked for just one company their entire career, but today’s generation will have much different experiences.  The changes in the corporate environment have meant uncertain employment for many professionals and consequently more frequent job changes.

This trend has been even more noticeable here in New Orleans with so many people changing careers post-Katrina.

As professionals move from job to job, they leave 401ks and pensions in their wake as they focus on their work and careers. You should find an investment professional capable of navigating through the legal and logistical problems of shifting funds from account to account.

Our investment advisors will be here to guide you with step by step help if you change jobs or careers and need to transfer or move assets.

Call FBT Investments Today for a Free Consultation

We invite you to call and talk to our local New Orleans based investment advisors today and learn more about our services by calling (504) 584-5888.