We act: as fiduciaries. We build: personalized financial solutions. We care: about our clients' goals first. We develop: lasting relationships with clients. Financial Planning Services Offered: ☐ Financial and personal goal setting ☐ Income management assistance ☐ Financial independence analysis and recommendations ☐ Estate plan evaluation and recommendations ☐ Life insurance review and needs analysis ☐ Disability insurance review and needs analysis ☐ Long-Term Care insurance review and needs analysis ☐ Auto, homeowners’ and liability insurance review ☐ Company plan investment analysis and recommendations ☐ Benefits selection assistance ☐ Retirement plan set-up ☐ College funding analysis and plan recommendations ☐ Real estate issues ☐ Social Security strategies Investment Management Services Offered: ☐ Analysis of liquidity, investment diversification and asset allocation ☐ Analyses of individual existing investments: hold or sell ☐ Initial asset allocation: general recommendations ☐ Recommendation of specific new investments ☐ Ongoing monitoring of assets and ongoing asset allocation
View Top Employees from Personal Financial Advisors, LLCWebsite | http://www.mypfa.com/ |
Revenue | $1 million |
Employees | 4 (4 on RocketReach) |
Founded | 1999 |
Address | 100 Tyler Sq 6, Covington, Louisiana 70433, US |
Phone | (985) 898-0450 |
Fax | (985) 635-4660 |
Technologies |
JavaScript,
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Industry | Financial Services, Finance General, Fee Only Planning, Investment Management, Finance, Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Personal Financial Advisors, LLC employee's phone or email?
The Personal Financial Advisors, LLC annual revenue was $1 million in 2024.
Robert Reed is the Managing Partner of Personal Financial Advisors, LLC.
4 people are employed at Personal Financial Advisors, LLC.
Personal Financial Advisors, LLC is based in Covington, Louisiana.
The NAICS codes for Personal Financial Advisors, LLC are [523, 5239, 52393, 52].
The SIC codes for Personal Financial Advisors, LLC are [62, 628].