Wednesday Q&A: What Does a First Visit Really Look Like?

What Really Goes on in a First Visit?
Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team.

Do you have questions for Gregory? Click the ASK GREGORY below and your question could be featured next!


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Have questions about this week’s content, or need help with your financial plan? We’re here to help!

Simply call our office at (504) 832-9200 to schedule a 15-minute phone visit or press the button to schedule a visit on the top right of the website!