Broussard Financial Group

Specialties

We are a Fee-​Only (non-​commission) investment management and financial planning firm. What we do is listen well in the initial interview and suggest the services that best fit our clients needs. For some that may be financial or retirement planning. For others, it may be a more focused engagement looking at specific elements of a client’s financial situation, including (but not limited to) a review of investment portfolios, or risk management. Whatever the engagement, we cover all the strategies needed to achieve financial goals and the specific tools needed to achieve the strategy. Our specialty is helping clients convert their retirement nest egg into a reliable lifetime income. All plans are created by a Certified Financial Planner Professional.

History

Established in 1982.

Broussard Financial Group, founded in 1982 and has grown to two offices in Louisiana and clients throughout the gulf coast.

Meet the Business Owner

Jerry B.

Business Owner

Jerry attended the University of Louisiana at Lafayette and received his Bachelor of Business Administration degree in Finance, as well as becoming a Certified Financial Planner — TM through the American College in Pennsylvania.