As financial advisors, we recognize the importance of financial decisions. Money is important, but people are our priority. We want to help you make financial decisions that can have a positive impact in your life, and make a real difference for you and your family. We take our responsibility to you very seriously.
If you are just starting out on your journey through life, if you've detoured down an unexpected path, or if you need a plan for the next stretch of the road, we are here to help. For us, it's about more than money — it's about helping real people make real decisions.
We listen. By taking the time to listen to you, we help clarify your goals. The process leads to better understanding, better planning, and a clear direction for your investments.
We care. Your success matters to us. That's why we act as true advisors, not sales people. We want you to be equipped to make informed decisions about your finances, because when you are successful, we have done our job.
We look forward to meeting you in person!
Stop by and say hello:
SMB Investment Center
2810 Johnston Street
Lafayette, LA 70503
Give us a call at (337) 572-3674 or email the SMB Investment Center.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, DE, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|
St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.