Phillip Fontenot
Partner, Investment Advisor Representative at Coastal Capital Advisors - Lafayette, LA, US
Phillip Fontenot's Colleagues at Coastal Capital Advisors
Phillip Fontenot's Contact Details
N/A
Lafayette, Louisiana, United States
Coastal Capital Advisors
Phillip Fontenot's Company Details
As full service financial planners, working with us means digging in deep to discover what your unique set of needs are. We believe that no two clients' needs are the same and your plan should be tailored to help address your needs. Our team of three advisors will develop a customized plan that is easy to understand and work with you to seamlessly implement it. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, we're here to do that too. The bottom line is, we work for you. All of us on the Coastal Capital Advisors team want you to leave the work to us so you can get out and enjoy life. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment advice offered through GWM Advisors, LLC dba Goss Advisors, a registered investment adviser. Goss Advisors and Coastal Capital Advisors, LLC are separate entities from Triad Advisors, LLC.