Advisor.Investments

Advisor.Investments Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana.

At Advisor.investments, we are focused on your retirement so you can focus on life. Our expertise covers advice/solutions about matters such as investing during retirement, social security claiming, social security taxation, high income earner Medicare tax, planning ahead for IRS required minimum distributions at age 70 ½, Qualified Charitable Distributions, and wealth transfer planning to future

beneficiaries. Over the years, we have served employees from numerous corporations such as ExxonMobil, Energy XXI, ChevronTexaco, Total S. A., Shell Oil, Louisiana State Retirees, Business Owners, XTO, Coca Cola Enterprises, and Entergy (among others in Texas, Louisiana, Mississippi, Alabama, and Florida) with our wealth management services. For more information, call today at 866-748-0687 and request your Personal Financial Analysis (PFA)

Advisory Services through Advisor.Investments a (DBA) for Diversified Investment Strategies, LLC • An SEC Registered Investment Advisor

08/30/2021

“Ida” (August 2021)
We are reaching out on FB as many are dealing with the effects of Hurricane Ida.
We recognize we both may be faced with unexpected power outages and connectivity challenges where our typical phone and internet communications are not 100% operational. Our contingency plan for remote work is already in place from Covid-19. Keep in mind many of our business relationships such as Schwab, E-mail, Orion, etc. are headquartered in other parts of the country allowing us to continue operations with them. Of course, we realize your situation may be different. As a precaution please note the following:
We want you to have access to your accounts as necessary should there be some unforeseen circumstance. Therefore, if you require immediate assistance, please contact Schwab Alliance at (800) 515-2157. They are aware of the possible issues caused by the weather and will try to help accommodate your situation. PLEASE NOTE: we are unable to accept any trading instructions left on the e-mail or voice mail system.

Listed below is contact information. Please don’t hesitate to call day or night if you need help.
Communication quick Link https://www.mywealthchart.com/bpr
Office group email [email protected]
Company site http://www.advisor.investments/
Facebook https://www.facebook.com/advisorinvestments/
Shane Cell (225) 335-3170 Office # 866-748-0687
James Cell (225) 223-7866 Office # 225-292-0687
Shantelle Cell (225) 235-8401 Office Text # 225-292-0638
Please keep us posted on your situation regardless of the outcome. You may need immediate service or encounter an unexpected situation. Please don’t hesitate to contact us or keep us informed of any changes.
Your team at Advisor.Investments

Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana.

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To all of our clients, for your safety and our staff, our office will remain closed to the public per . We continue to w...
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To all of our clients, for your safety and our staff, our office will remain closed to the public per . We continue to work remote and remain available to you daily via phone, video call & meetings, and via access with us at MyWealthChart.com . Stay safe and keep in touch..

Address

4870 Bluebonnet Boulevard, Suite B
Baton Rouge, LA
70809

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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