Tadaoki Kokusai, a multi-platform asset management firm with a unique approach that incorporates thorough financial planning procedures and offers forward-thinking solutions to its clients, today announced that its Board of Directors has decided to purchase the assets of a junior advisory company in Asia, as it continues to develop its operations in the region. Tadaoki Kokusai has… Read more »
Posts Categorized: Financial Services
Oglesby Financial Wins 2023 Bayou Life Magazine’s Best Financial Planner for the 4th Year in a Row
Oglesby Financial Group, a boutique wealth management firm headquartered in Monroe, is delighted to announce their prestigious win of the “Best Financial Planner” award for the fourth consecutive year in Bayou Life Magazine’s highly anticipated 2023 Readers’ Choice Awards. This esteemed recognition further solidifies Oglesby Financial’s as knowledgeable in the financial planning industry, highlighting their… Read more »
Understanding the Basics of Retirement Planning: Oglesby Financial Group Shares Insights
Planning for retirement is a crucial step towards achieving financial security and a comfortable future. Oglesby Financial Group, a financial advisory firm renowned for its knowledge and experience in retirement planning, is sharing valuable insights to help individuals understand the fundamentals of retirement planning and make informed decisions for their financial well-being. As professionals in… Read more »
Tax-Efficient Charitable Giving: Strategies for Making a Difference Oglesby Financial
Charitable giving is a powerful way to make a positive impact on society, and understanding tax-efficient strategies can help maximize the benefits for both donors and recipients. Oglesby Financial Group, a financial advisory firm located in Monroe, Louisiana, specializes in providing guidance on tax-efficient charitable giving, empowering individuals to make a difference while helping optimize… Read more »
With millions of Baby Boomers set to retire in the next decade, many are looking to strengthen their retirement accounts says Oglesby Financial
As the retirement wave of Baby Boomers approaches, individuals across the nation are seeking ways to fortify their retirement accounts and secure their financial future. Oglesby Financial Group, a provider of comprehensive financial planning services, understands the challenges faced by retirees and is committed to helping them navigate this critical stage of life. Oglesby Financial… Read more »
