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Contact Us

Paul R. Morris

PO Box 462

Covington , LA70434

Phone: 985-892-6370
Fax: 985-892-6336
Email: [email protected]


The finest compliment that we can receive is a referral from our clients. Working primarily by referral means that we can focus more time on all of your wealth management activities. With that thought in mind, please do not keep us a secret!

We'd like to offer a complimentary second opinion to the people you really care about - your friends, family members, and colleagues - who may be in a complex situation or who just want to make sure they're making smart decisions in today's uncertain environment. When you introduce us to someone, we'll take them through the same experience you've had with us and help them evaluate whether they are on the right track or if there are some vital adjustments we may be able to help them make on their journey to financial security.

Send us an email to let us know who in your circle of close contacts may benefit from this service.