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Knowledge and Experience Meets Trust and Care

The mission at Macy Financial Services is simple: to combine knowledge, experience, and a high level of ethics that provides financial and investment strategies that our clients trust. Macy Financial Services strives to go beyond the service level of the typical wealth management firm.  Customized retirement planning, investment strategies, and wealth management are offered at Macy Financial Services.

As an independent firm, Macy Financial Services takes an individualized approach with every person. Macy Financial Services discusses the goals, objectives, and risk tolerance in order to craft customized strategies. Many of this firms clients are approaching or already in retirement. Macy Financial understands the investor's fears of outliving his or her financial resources.The firm"s goal is to develop strategies that address retirement planning, income planning, wealth transfer, and other needs. Through a hands-on approach and proactive process, Macy Financial strives to empower investors to make well-informed financial decisions and feel confident in their future.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Services

As a firm that has been serving families and businesses in Louisiana for nearly 30 years, we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years, or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.

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