Branch Office Administrator
Max Hebert, BOA
Our Branch Office Administator Max keeps the office operating smoothly by overseeing business operations, building and maintaining client relationships, assisting with business development and partnering with the financial advisor. Our primary focus is treating each client as an individual, with unique needs, preferences, and expectations. Max goes above and beyond in her role, always making sure she takes the time to see every situation from the other’s point of view. She has an uncanny way of making everyone she works with feel heard and understood.Our primary focus is on service, building strong relationships with clients, providing prompt and personalized service.
KBA Wealth Management Group
maxhebert@kbawealth.com
kbawealthmgmt.com
KBA Wealth Management Group
Monday - Friday
8:00 am- 4:30 pm
"We can accommodate to your hours" flexible with your schedule and can work around the hours that are convenient for you essentially, we are willing to adjust our availability to fit your busy schedule.
(Saturday by Appointment)
149 B James Comeaux Road
Lafayette, La. 70508
337.291.0134 office
337.291.0137 fax
Protecting Your Loved Ones
Financial planning is the practice of putting together a plan for your future, specifically around how you will manage your finances and prepare for all of the potential costs and issues that may arise. The process involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant recommendations.
KBA Wealth Management Group
Where every client receives the utmost attention and personalized care.
Investment advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Advisory services are only offered to clients or prospective clients where CS Planning Corp, doing business as KBA Wealth Management and its representatives are properly licensed or exempt from licensure.
This website is solely for informational purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client service agreement is in place.
The content of this website is developed from resources believed to provide accurate information. Information included within this website is intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered individualized advice or a solicitation for the purchase or sale of any security.
Fax: 337-291-0137
Fax: 337-291-0137