Apex Capital Management, LLC

Professional ServicesFinancial PlannerEstate PlanningFinancial ServicesInsuranceInvestment serviceLife InsuranceLafayette, Louisiana

Contact

Address
701 Robley Dr., Suite 200, Lafayette, Louisiana, 70503
Phone
(337) 984-7433
Website
www.apexcapitalmanagement.com
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Apex Capital Management is a financial planning and Registered Investment Adviser headquartered in Lafayette, LA. We provide fee-only financial planning services and investment advice. We work with people of all ages from all walks of life. Our services to help you reach your goals include: a second opinion on current financial planning and investments, advice on employee stock options, an analysis of insurance needs, asset and investment management, cash-flow expense planning, college funding strategies, estate planning, long-range and life-style planning, lump-sum distribution advice and retirement planning strategies.