Gerard Patin

Credentials:
  • CFP®

Focus: Investment Strategies, Insurance Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Gerard’s Licenses and Disclosures

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Contact Gerard

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Magnolia Wealth Strategies - Lafayette, Versailles Blvd

Satellite Office

102 Versailles Blvd, Ste 808
Lafayette, LA 70501

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CRN201912-180567