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Dumaine Investments | Financial Planning & Wealth Management
Trusted wealth management and personalized financial planning in New Orleans
5
Business
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Trusted wealth management and personalized financial planning in New Orleans
Dumaine Investments | Financial Planning & Wealth Management serves clients from 650 Poydras St, Suite 1010 in New Orleans. Clients praise Mitchell Bordelon and Clifford Favrot as trusted advisors offering knowledge, tailored guidance, and professional service. A team of caring professionals is highlighted for proactive communication and a focus on long-term financial wellbeing in today's markets.
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Comprehensive analysis and customized plans for retirement, education, and wealth accumulation.
Personalized investment strategies and portfolio management to grow and protect your assets.
Expert guidance on market trends and tailored investment solutions for optimal returns.
Strategies to secure a financially stable future and manage retirement income effectively.
Ongoing monitoring, regular check-ins, and responsive assistance for all financial needs.
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Overall rating
Alyssa Paulin
We are clients of Mitchell Bordelon with Dumaine Investments. He serves as our trusted advisor and has successfully handled our finances for many years. We could not be happier with his knowledge and guidance along the way. We highly recommend working with Mitchell to help facilitate your finances in today's market!
Chris Blakeney
Have been a client of Mitchell for a couple of years. He has provided exceptional service and expert guidance tailored to my financial goals. This firm has a team of professionals who care about their clients’ success. Highly recommend. .
Robbie Morrison
Clifford Favrot has been a trusted advisor of ours for more than 15 years. During this time, he has consistently placed our needs and best interests first and foremost. He has shepherded us along a pathway of financial wellbeing and has been a steadfast source of knowledge and trustworthy advice throughout our time together. I recommend Clifford and the Dumaine team unreservedly.
Lynette Walker
I am a client of Clifford Favrot with Dumaine Investments whom I have known personally for over 20 years. Clifford Favrot and his team are the only Wealth Managers I would trust with my Investments. He is intelligent, forthright, experience, professional and genuinely interested in one's particular situation, carefully considering all options for the best outcome for a financially secure environment and future. He patiently explains everything. Clifford and his team are always available and will periodically call me to check with me for any questions that I might have. I highly recommend Clifford Favrot and the Dumaine Investments team as your Wealth managers.
Jim Bradford
For over 15 years, Clifford Favrot has successfully served as my investment advisor, both at Dumaine and a predecessor firm. He and his staff have always been extremely professional; they are always willing to happily meet any special needs or services that I have required. My family and I have absolute faith in Mr. Favrot’s skills and expertise as he has helped my accounts prosper through both good and bad markets.
