A family-owned wealth management firm celebrating fifty years of service to the Greater New Orleans area, Besselman Wealth Planners is expanding its footprint and broadening its offerings to clients at every step of their financial journey. Utilizing a high-touch approach to working with clients toward their investment goals, Besselman associates work with everyone, from young people beginning to save for retirement to high-net-worth clients requiring even more advanced and unique planning. Clients will receive advice that is specific to them and tailored to their needs and goals.
After fifty years of service, Besselman Wealth Planners continues to thrive through a changing financial environment, ever-present to guide their clients toward a sound financial future. As an independent institution, Besselman Wealth Planners has the advantage of flexibility, allowing them to provide an in-depth, comprehensive portfolio that fits their clients, not the other way around. With the ability to recommend time-tested strategies that are appropriate for the current financial climate and your specific goals, Besselman representatives can craft a holistic plan tailored to you.
With their office space expanding, allowing the opportunity for growth, Besselman Wealth Planners is primed to provide practical financial expertise for the next fifty years and beyond.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance offered through Besselman & Associates, who is not affiliated with Osaic Wealth.
754 Papworth Ave • Metairie
504-831-3506 • besselmanwp.com
