Whether organizing your finances to meet your family’s goals or seeking solutions for making your business practices more cost-efficient, managing money is a necessary component for ensuring a more secure future. And whether it’s cash you’re looking to invest, assets you’re looking to expand, or savings you’re just beginning to grow, the scope of money management is wide and far-reaching. Money is an industry with an array of niches, and professionals across the financial landscape can help guide you toward reaching your goals. From securing a home loan for that post-pandemic upgrade to planning for a comfortable retirement or learning what steps your business should take to shave off unnecessary costs, there are bankers and advisors, consultants and experts whose number-crunching abilities can take some of the burden from your shoulders. As you think about your wealth management goals for 2021 and beyond, consider seeking help from a New Orleans area financial resource.
Financial Planning
Lovell Wealth Management of Raymond James
Located in New Orleans, Lovell Wealth Management of Raymond James is a family wealth manager that seeks to empower clients with the direction to build and protect wealth for every transitionary stage. Their mission is to help you pursue meaningful goals through a holistic approach so that you can enjoy all the benefits of your wealth from generation to generation.
Senior VP Andy Lovell, Financial Advisor Tommy Gamard, and Senior Registered Client Service Associate Alyssa Klein offer clients decades of combined experience and specialize in providing investment advice and financial planning services to families, individuals, endowments, foundations, and women investors.
“We take the time to get to know your lifestyle, goals, and values so that we can deliver and execute a plan for you and your family,” says Andy Lovell. “Our customized approach includes a clearly articulated discovery process through which you will uncover, prioritize and formalize your values and goals. We then build a customized financial plan.”
To schedule an introductory meeting, visit raymondjames.com/lovellwealthmanagement.
Mortgages & Loans
America’s Mortgage Resource, Inc.
This year, America’s Mortgage Resource, Inc., celebrates 25 years of serving Greater New Orleans. Founder Andrew Remson wanted to provide a customer-first approach to mortgage banking, and today, his company’s focus remains the same. For Remson, nothing is more important than offering seasoned professionals who consistently put the customer first.
Whether online, over the phone, or in person at any of America’s Mortgage Resource’s three local locations, customers are always matched with an expert who can handle their needs. The company offers one of the most diverse product lines in the region, from conventional, jumbo, construction and commercial lending to non-traditional products and more. Offering mobile applications and secure document handling, this team is on the forefront of technology, and all licensed loan officers maintain a razor-sharp focus on service while staying in tune with the evolving market.
America’s Mortgage Resource is committed to helping you find the right mortgage product for your needs and provides the first step towards saving money on your home. For more information on American’s Mortgage Resource and to find out which loan is right for you, visit amr-no.com.
Merchant Payment Solutions
Precision Payment System
Precision Payment System (PPS) partners with your business to find the perfect credit card payment solution on the market that suits your needs. By working with a select portfolio of trusted payment processors, PPS is able to offer businesses of all sizes lower rates while never forfeiting top of the line customer service.
“We’re here to help you save time and run a smarter business,” says Alison Burns Schonk, Founder & CEO. In 2013, Alison recognized a need in the marketplace for a trusted resource for competitive rate packages and reliable processors. The New Orleans-based company has since expanded to offer nationwide service to a variety of industries, from retail and restaurant to medical, automotive, e-commerce, and more, and now carries seven cost-effective POS systems to meet their respective needs.
PPS offers complimentary consultations to examine what your business needs to operate at top efficiency, and its rate guarantee means they will meet or beat your current rate. Equipment security and next-day funding add to the benefits your company receives from PPS.
To set up a consultation, call 504-229-6394 or visit precisionpaymentsystems.com.
