Armada Investment Partners of Raymond James

  • Financial Planning Consultants & Services
#3 Sanctuary Boulevard
Suite 102
Mandeville, LA 70471
(985) 624-1420
  • About

    Pursuing your financial goals with experienced guidance
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    Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, I’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we are here to help you, too.

    Backed by the strength and resources of Raymond James – one of the country’s leading independent financial firms - We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

    A refined perspective on money management
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    Our guiding force is to do what is best for our clients, with a focus on performance. To strive to achieve that, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.

    By demonstrating our drive and objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and others professionals to ensure our planning fully aligns with your needs, with services that include portfolio monitoring, asset protection, retirement and estate planning, as well as charitable giving.

    We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.




    PLANNING FOR LIFE


    Transition to Retirement


    Career Change


    Selling a Business


    Investing in Education





    SERVICES


    Retirement Planning


    Investment Management


    Cash Management & Borrowing


    Business Planning