CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast. We believe that the client is the most crucial part of a financial plan, which is why CBD offers access to an array of financial services tailored to his or her specific needs and ambitions. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing our clients’ financial goals. Our Client Process helps to simplify the financial picture with focus on maintaining quality of life, so that our clients can pursue the future with confidence.
Partners, Bobby Comeaux, Walt Bond and Rocky Daigle, are New Orleans natives who have known each other for over 30 years and work to combine their experience to create a clear and personalized financial plan for their clients.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC (www.finra.org ; www.sipc.org). A Registered Investment Advisor. CBD is not in the practice of law or tax advice. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, KY, LA, MA, MO, MS, MT, NH, NV, NY, OK, SC, TN, TX, UT and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
Company Details
- Founded
- -
- Address
- 3000 21st Street, Metairie,la 70002,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cbdwealth.com
- HQ
- Metairie, LA
- Competitors
- Beacon Pointe.
Cbd Wealth Management Questions
Cbd Wealth Management's website is cbdwealth.com
Cbd Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cbd-wealth-management
Cbd Wealth Management's industry is
Financial Services
Cbd Wealth Management's top competitors are
Beacon Pointe.
Cbd Wealth Management's categories are Financial Services
Cbd Wealth Management's founding year is 2004
