Mission Statement

We help clients bring their personal, business, and financial goals into focus and then recommend actions to meet their goals.  We service the retirement planning, wealth management, and estate/business succession needs of our clients.  We dedicate the full complement of our experience and resources to provide recommendations geared specifically toward the accomplishment our clients objectives and above all we value our clients trust.

Disclosure

Kevin Serigne is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, FL, LA, MS, TN, and TX. No insurance business may be conducted outside the states referenced.

Kevin Serigne is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 588 Corporate Dr Ste B, Houma, LA, 70360, 985-851-7433. In this regard, this communication is strictly intended for individuals residing in the states of AZ, FL, LA, MS, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Serigne is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, FL, LA, and MS. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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