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Current company Losey
Financial Services · 6 employees · Founded 1985 · Baton Rouge, Louisiana, United States
Losey is based in Baton Rouge, Louisiana, partners with successful individuals, families, and businesses throughout the United States for property and casualty and financial services solutions. Our practice focus is shared between insurance and wealth advisement. We specialize in private client risk management, wealth transfer, and estate planning, through a portfolio tailored to meet the unique needs of families with extraordinary assets to protect. It\'s the details that set us apart. For over 40 years our trusted advisors have distinguished ourselves by offering exceptional service and helping you create solutions to protect your assets and grow your wealth for generations to come. Our practice has received numerous awards and recognition as leaders in insurance, wealth management, and related business strategies including, but not limited to: LSU 100: Fastest Growing Tiger Businesses 2021, 2020, 2019, 2017; Progressive Platinum Blue Agency; Million Dollar Round Table; NAIFA Quality Award; Ed Slott Master Elite; Dave Ramsey Endorsed Local Provider. We look forward to working with you. 8550 Anselmo Lane | Baton Rouge, Louisiana |(22••••••45 |#LoseyKnowsIns Fine Homes | Luxury and Collectible Automobiles | Personal Excess Liability | Fine Art | Jewelry | Yacht & Marine | Equine & Pet | Aviation | Life