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  • MANDEVILLE
    1540 West Causeway Approach Mandeville, LA 70471 T: 985.624.1400
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    445 North Blvd Ste 500 Baton Rouge, LA 70802-5707 T: 225.339.3336
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

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Green, Perez & Associates of Raymond JamesGreen, Perez & Associates of Raymond James
  • MANDEVILLE 1540 West Causeway Approach Mandeville, LA 70471
  • T 985.624.1400
  • Map & Directions
  • Map & Directions
  • BATON ROUGE 445 North Blvd Ste 500 Baton Rouge, LA 70802-5707
  • T 225.339.3336
  • Map & Directions
  • Map & Directions
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