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Wealth management, retirement and tax planning for individuals and business owners30328 72096 Ramos Avenue, Suite D, Covington, LA
Benedetti, Gucer & Associates is a registered investment advisory firm offering personal wealth management, investment management, retirement planning, strategic tax planning, financial planning, legacy and estate planning, insurance and risk management, and charitable giving. The firm also works with business owners on retirement plan services, business succession planning, business tax services, and charities and foundations.
The firm's clients include business owners and executives, retirees, pre-retirees, young investors, and widows and divorcees. Prospective clients can take an online retirement readiness quiz or schedule a meeting with one of the planners. The firm lists offices in Atlanta, Georgia and Covington, Louisiana.
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