Company Overview
- Headquarters
- 337-889-0270, 140B Rue Beauregard, Lafayette LA
- Website
- heggieinvestmentpartners.com
- Phone
- (337) 889-0270
- Employees
- 4
- Founded in
- 2015
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Heggie Investment Partners
Heggie Investment Partners is a small financial advisory firm based in Lafayette, Louisiana. Employing a team of four, the company generates $2.5 million in annual revenue. Heggie Investment Partners provides personalized financial strategies and investment advice to clients. Their services encompass a wide range of financial planning needs, including portfolio management, insurance, tax, estate, and retirement planning. By collaborating with trusted professionals, they aim to offer comprehensive asset management solutions tailored to each client's individual circumstances. What sets Heggie Investment Partners apart is their commitment to education and client empowerment. They strive to equip their clients with the knowledge and understanding needed to make informed financial decisions. Their approach emphasizes thorough research and vetting of investment options while remaining flexible and adaptable to life's changing needs. For more information about Heggie Investment Partners and their services, please visit their website at heggieinvestmentpartners.com.
Heggie Investment Partners Industry Tags
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