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The Ansardi Group, LLC
Accounting / Banking / Finance
Plaquemines Parish
5-20 Employees
Are you a people person?
Do you excel in a fast paced environment?
Do you want to work for a high-producing company?
At The Ansardi Group, we have one goal: to help our clients and their families achieve financial security. To that end, we begin each client relationship by seeking to understand what makes you unique. We listen to you, carefully consider your needs, and provide financial solutions based on what is truly important to you. To help provide effective financial strategies; we gather significant facts about your financial situation and goals, analyze the data, and prepare recommendations based on this research. While no financial advisor can guarantee success and past performance is not a guarantee of future results, we base our recommendations on sound financial principles with your financial security in mind.
PERSONAL SERVICES
529 Plans & Educational IRAs, Asset Repositioning & Allocations, Estate Planning, Investment Profiles, Risk Management, Retirement Strategies, Long-term Care Needs, Wealth Protection, Income Replacement, Health & Disability.
BUSINESS SERVICES
EMPLOYEE BENEFITS: Group health insurance, Fully-insured & self-funded program,s Group life, disability & dental insurance packages, Employee paid benefit programs Cafeteria Plans (Sec. 125.
)RETIREMENT PLANNING: 401K, 403b, SEPs, SIMPLE plans
EXECUTIVE COMPENSATION PLANS: Supplemental retirement, Competitive corporate-owned life insurance
