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Mike Adams

Gulf Coast Bank & Trust
Investment Advisor

Contact Information:

7235 Jefferson HIghway
Baton Rouge, LA 70806
United States
T: (225) 932-7251
www.gulfbank.com

Years in Business:

 

6

Clients I'm Seeking:

 

My ideal client is a professional, whose age ranges from 45-60, has at basic to intermediate knowledge of investing, and has between $50,000 - $250,000 in investments/retirement.

About My Business:

 

For the past six years, my clients chose to work with me because I appreciate and respect who they are and serve as a resource for their financial security. This means that I will take the time to understand your unique situation and share a process that aligns your intentions with action. The real benefit is the confidence, clarity, and peace of mind you will feel knowing you can focus on what you care about the most in your life and work. One of the ways that I provide the value of quality guidance is through my affiliation with Gulf Coast Wealth Management and Gulf Coast Bank & Trust. This means I have access to a host of world-class companies and specialists that provide innovative solutions in both personal and business planning. The real benefit is through these relationships, I can serve you and your planning needs by providing a choice of quality companies, products, and services. The most important way I serve is the way I help you connect to what you deeply care about. My planning process is designed to educate, organize, and prepare you for the inevitable financial issues you will face. The real benefit, if appropriate, is that I will provide you with a personalized analysis that aligns your goals and objectives with a plan of action.

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