Beauregard Investment LLC is a financial advisory firm based in Lafayette, LA, specializing in providing comprehensive wealth management services to a diverse range of clients, including business owners, corporate executives, families, individuals, family offices, healthcare professionals, retirees, and women investors. Their team of experienced professionals offers a wide range of services, including estate planning, charitable giving, trust and fixed income services, banking and lending solutions, business planning, education planning, financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and risk management.
With a client-centric approach, Beauregard Investment LLC distinguishes itself by offering personalized financial solutions tailored to meet the unique needs and goals of each client. Their team of experts, including Rhonda H. Bordelon, Chuck Soprano, Philip Ledet, and Amy E. Hayes, brings a wealth of knowledge and experience to help clients navigate the complexities of wealth management. Committed to providing insightful commentary and valuable insights, Beauregard Investment LLC strives to empower clients to make informed financial decisions and achieve their long-term financial objectives.
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