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  • 1011 Coolidge Blvd
  • Lafayette, LA 70503
(337) 366-8366
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Matthew James Tax & Wealth Management is an independent retirement income, wealth, & tax planning firm.

"Matthew James Financial is an independent retirement income planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement. Our retirement and income solutions focus on efficiencies in taxable income and reducing your liability. We review a multitude of strategies to reduce your taxable burden. We are retirement strategists w...

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Services
Retirement Planning
Wealth Management
Financial Planning
Estate Planning
Long-term Care
Tax Management
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  • Matthew James Tax & Wealth Management

  • 1011 Coolidge Blvd
  • Lafayette, LA 70503
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  • Mon 8:30 AM - 5:00 PM
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Detailed Information
  • Location Typeunknown
  • Opening Date2019
  • Annual Revenue Estimate94355
  • SIC Code show
  • Employees5 to 9