RELATIONSHIP
At this point in our relationship, we’re on our way to helping you achieve what’s important to you. Now, we monitor your customized plan regularly based on the schedule that we developed together. We use all of the tools created earlier with you to make sure we’re on track with your goals and, as your life changes, we check in to see if those goals have changed.
What’s more, we view ourselves as your financial partner acting as the quarterback of your financial team. We work closely with your other trusted advisors, such as your accountant and attorney, to make sure we’re all doing the best things for your situation. In addition to your advisors, we have our own Professional Network – a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas that help us evaluate all aspects of your financial situation and devise appropriate solutions.
In addition to our financial discussions, we also invite you to join us at various events we develop just for clients. It’s important that we help keep you apprised of current events and information related to the work we do for you, as well as having some fun as we go through life together. Whether in our office, at your home or an event – know that we’re here for you at every step on your journey.
TRUTH
After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.
See how our thoughtful approach helps us understand clients and do what’s
right for each of them.
The Pastor Financial Group
909 Poydras St. #1240
New Orleans, LA 70112
Phone: 504-309-3994
Fax: 504-766-0319
Toll Free: 1-833-909-2619
With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.
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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services provided by NewEdge Advisors, LLC doing business as The Pastor Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place.