Whether you invest to build wealth or preserve assets, Bezou Financial Planning Group and Woodbury Financial know the importance of planning strategically for your future. Our experienced team provides personalized service for your needs, wants, and long-term goals. Our first priority is helping you take care of yourself and your family.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Services
The Bezou Financial Planning Group was founded by Jason Bezou when he was hand-picked by Capital One Investing to ensure that clients continue to move toward financial goals. One of just 33 advisors in the United States selected by Capital One Investing and Woodbury Financial, Jason Bezou founded Bezou Financial Planning Group in order to protect, guide and grow the wealth of his clients.
Jason Bezou, Founder and President of Bezou Financial Planning Group Jason is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS.) He is one of just 33 advisors in the United States handpicked by.
As Head of Operations, Derrek Gaspard serves as the point of contact for Jason Bezou's clients, assisting them with account updates, placing trades, scheduling consultations, adjusting systematic purchases and other duties that.Preston Christian is an Executive Vice President and Financial Advisor based in the Hammond Office.
As Head of Operations, Derrek Gaspard serves as the point of contact for Jason Bezou's clients, assisting them with account updates, placing trades, scheduling consultations, adjusting systematic purchases and other duties that.Preston Christian is an Executive Vice President and Financial Advisor based in the Hammond Office.
We understand the challenges families face today. From managing debt to saving for college or retirement, personal finance challenges can seem overwhelming. We study, apply, monitor, and measure the results of every conceivable market condition so we can provide you with sound financial planning for every stage of your life.
We have a passion for excellence, offer uncommon service and place great emphasis on accountability. Our experienced team of local Financial Advisors offer investment strategies best suited for your specific needs. We plot your course together and make decisions according to what is best for you, the client.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews
Be the first to review Bezou Financial Planning Group.
Write a Review
