Network·Family Office

Broussard Financial Group, LLC

Unclaimed

📍 KAPLAN, LA

Family Officetechnology
www.broussardfinancialgroup.com

SEC CRD #801-130384

About

Lafayette, Louisiana Financial Planner — Broussard Financial IT'S ALL ABOUT YOU THANKS FOR VISITING - LET'S TALK BROUSSARD FINANCIAL GROUP At Broussard Financial Group, we are dedicated to helping you with your financial planning and investment needs. As one of the only Fee-Only financial firms in the Lafayette, Louisiana area, we pride ourselves on delivering sophisticated portfolio management and holistic wealth management services, while also building strong personal relationships with our clients. WHY WE'RE DIFFERENT We are 100% focused on our clients’ needs, and truly believe that your investment and financial plan should revolve around you. As a Fee-Only firm, we have a fiduciary responsibility to always place your interests ahead of our own. IT'S ALL ABOUT YOU Our mission is simple: we help you to reduce risk while enhancing overall returns, so that you can live a more enjoyable life with a little help from smarter investment portfolios. View Our Online Calendar FINANCIAL PLANNING At Broussard Financial Group, we use a three step Planning Process: 1- Assess We visit with you to understand your wants, needs and wishes. We begin every relationship the old fashioned way with a one- on- one conversation. We’ll discuss your needs, wants, and fears. Then, we get more detailed - diving into your timelines and objectives. This allows us to find out where you are and where you want to go. After that, we’ll help you put our plan of attack in place. See our BFG Planning Chart for

Key Contact

JB

JERRY BROUSSARD

CHIEF COMPLIANCE OFFICER

📞 (337) 643-8319

🔒 Sign up for free to view key contact information

Sign up free →

Geographic Focus

lafayettelouisiana

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$139M

Location

KAPLAN, LA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.