TRUSTED AND INDEPENDENT FINANCIAL ADVICE

At Losey Financial Services, Gary Losey and his team focus on risk management, estate planning, and wealth transfer strategies for successful individuals, families, family offices, and businesses who have extraordinary assets to protect.Through active management of portfolios and products that are tailored specifically to your unique needs we may help you grow your wealth and protect your assets for future generations. Gary's investment philosophy is grounded in his belief that you do not need to take extraordinary risk to achieve above average returns on your investment portfolio. 

DETAILS THAT MAKE A DIFFERENCE 

Losey Financial's culture and atmosphere for over 30 years is to serve others in fulfilling their financial goals through seeking to understand your values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if we are aligned in our understanding of your principles. Our practice has been located in Baton Rouge, Louisiana, but we are pleased to serve clients throughout the United States. We believe that privacy and exclusivity are the best strategy for developing strong relationships with every client and their trusted advisors. This gives us valuable insight into your needs and the ability to create sound solutions for asset protection and wealth management.      

NO CHARGE ADVICE

We believe in providing you with the knowledge and resources you need to be successful is what we do best so Losey Financial does not charge a fee for advice --not per meeting, not quarterly, not annually. This structure allows us to deliver recommendations that solely serve your best interest. There is a lot of technical jargon and we want to make sure solutions we offer are easy to understand so you can apply our insights throughout your day to day life as you execute your financial vision.

 

WE UNDERSTAND FINANCIAL ASSETS REQUIRE ATTENTION TO MEET DESIRED OBJECTIVES

We strive to create an open, nonjudgmental space where you can share your concerns and worries without feelings of embarrassment. We understand managing your money is a significant responsibility, and we value the opportunity to take some of the responsibility off your shoulders. We look forward to discussing your objectives annually or more frequently. Through ongoing education you will gain the confidence you need and we are available as a resource along the way. Throughout our partnership, we want to provide you the knowledge and tools you need in order to feel empowered and in control of your financial vision for the future.

 

WE STRIVE TO EXCEED YOUR EXPECTATIONS

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is to surpass them. After all, you are investing time, money, and energy to work with us and we want to make sure you are getting maximum value out of our partnership. Throughout our time together we will explore new ways to meet your objectives. 

 

WE HAVE EXPERIENCE TO GIVE YOU INFORMED IDEAS FOR YOUR MONEY

Our highly educated and diverse staff's professional experience in the financial service industry contributes to our success. We remain actively involved in the community, frequently volunteering with the American Heart Association, the American Cancer Society, the Junior League of Baton Rouge, and various local churches.

We offer unbiased advice as we work together with our clients to provide easy to understand recommendations and clear direction for implementation to achieve your vision. We focus on providing investment management, retirement planning, and tax planning.

Losey Financial Services has garnered numerous awards and recognitions through the years, including the Million Dollar Round Table -Top of the Table, Ed Slott Master Elite, NAIFA Quality Award, Dave Ramsey Endorsed local Provider (2009-2014).

 

PRIVATE CLIENT INSURANCE FOR ALL YOUR NEEDS

Our extensive list of services and coverage options offered through Losey Insurance include home insurance, automobile insurance, business insurance, and coverage for your personal collections, watercraft, personal excess liability, and umbrella coverage. The Losey Insurance team will work with you to assess your goals and objectives for asset protection, and then devise a custom-tailored program to execute your vision. We also strive to keep you informed and educated about all your coverage options and invite you to reach out for more information. Regardless of the coverage you need, our personalized approach ensures that your assets are fully protected. We also offer convenient online tools, financial services, and an app to access your information, obtain quotes, and pay premiums.

Let us put our extensive experience to work for you. For more information or to set up an appointment, fill out our online form or give us a call at (225)767-6745 today.