Lauren Gadkowski

CFP at Personal Financial Advisors - Covington, LA, US

Lauren Gadkowski's Contact Details
HQ
985-898-0450
Location
Company
Personal Financial Advisors
Lauren Gadkowski's Company Details
Personal Financial Advisors logo, Personal Financial Advisors contact details

Personal Financial Advisors

Covington, LA, US • 5 - 9 Employees
Financial Services

We act: as fiduciaries.We build: personalized financial solutions.We care: about our clients' goals first.We develop: lasting relationships with clients.Financial Planning Services Offered:☐ Financial and personal goal setting☐ Income management assistance☐ Financial independence analysis and recommendations☐ Estate plan evaluation and recommendations☐ Life insurance review and needs analysis☐ Disability insurance review and needs analysis ☐ Long-Term Care insurance review and needs analysis☐ Auto, homeowners' and liability insurance review☐ Company plan investment analysis and recommendations ☐ Benefits selection assistance☐ Retirement plan set-up ☐ College funding analysis and plan recommendations☐ Real estate issues☐ Social Security strategies Investment Management Services Offered:☐ Analysis of liquidity, investment diversification and asset allocation☐ Analyses of individual existing investments: hold or sell☐ Initial asset allocation: general recommendations ☐ Recommendation of specific new investments☐ Ongoing monitoring of assets and ongoing asset allocation

Fee Only Planning Wealth Management
Details about Personal Financial Advisors
Frequently Asked Questions about Lauren Gadkowski
Lauren Gadkowski currently works for Personal Financial Advisors, LLC.
Lauren Gadkowski's role at Personal Financial Advisors, LLC is CFP.
Lauren Gadkowski's email address is ***@mypfa.com. To view Lauren Gadkowski's full email address, please signup to ConnectPlex.
Lauren Gadkowski works in the Financial Services industry.
Lauren Gadkowski's colleagues at Personal Financial Advisors are Kimberly Crawford, Robert Reed, Greg Dennie, Joan Cox, David CFP(R), Laura Wall and others.
Lauren Gadkowski's phone number is 985-898-0450
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