EMERGENCY OPERATIONS!

Due to the current emergency situation, our office is currently closed. However, we are functioning off-site to support your financial needs.

Depending on the availability of electrical power, internet access, and cellular services in our current location, we are able to retrieve email, telephone calls, and voicemail remotely. 

Please also feel free to contact us directly for urgent matters.

 

Mason – 504-828-0323

Jack – 504-322-3293

Charles - 504-322-4195

Wayne – 504-828-8685

Al – 504-220-2608   

 

If you are unable to reach us, please call LPL Financial, or your mutual fund company directly for assistance.  

When contacting them, please be prepared to answer security questions in order to verify your identity.

For service with LPL Financial accounts:(Brokerage or Advisory Accounts)

Client Service Team: 800-558-7567

For service with MUTUAL FUND accounts:          
(Your assets are held directly at the Mutual Fund Company)

 

Capital Group /American Funds .........………. 800-421-9888

Fidelity    .…………………….................................. 800-522-7297

Franklin Templeton  ..................................…. 800-524-4040

Invesco  ......................…………………….............. 800-959-4246, or 800-776-4246

JP Morgan  …………....................…...........…….. 614-213-4273

MainStay Funds  .......................…........………. 888-474-7725

MFS  ....................………...............…………………. 888-637-5472

PIMCO  …………………...................................….. 887-576-5352