Bobby Guidry - Financial Advisor

Bobby Guidry - Financial Advisor Open communication and trust are the foundations of my practice. I will personally commit to taking time to understand your unique needs.

Please allow me to develop a lasting relationship so that together, we can meet your financial goals and dreams.

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
03/31/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
03/26/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about ...
03/16/2026

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for ...
03/13/2026

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Read through this checklist

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take l...
03/10/2026

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a go...
03/09/2026

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

Goals can evolve over the years, but three goals can be particularly important at any life stage. If you need help addre...
03/02/2026

Goals can evolve over the years, but three goals can be particularly important at any life stage. If you need help addressing these crucial goals – retirement, preparing for the unexpected and leaving an estate/legacy – in your financial strategy, let's discuss how I can help.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.
02/25/2026

A financial plan can help you reach your goals, manage your finances effectively and be less stressed about your future.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to kn...
02/24/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
02/23/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
02/19/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full o...
02/16/2026

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full of reasons not to, there is one powerful reason to jump in—it’s historically been profitable in the long run.

Staying invested in stocks despite negative news has historically been profitable.

Address

3805 Maplewood Drive
Sulphur, LA
70663

Telephone

+13376259167

Website

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