Helping clients with customized financial advising based on their individual needs and goals is in Jeff Labelle’s blood. His father was an executive for a large national brokerage house, and Labelle followed his footsteps into the financial world by becoming a registered general securities representative in 1987. As President and CEO of Gulf Coast Wealth Advisors, Labelle leads a team of professionals devoted to providing fiduciary financial advising that is in clients’ best interest and based on their specific needs for growth, income and liquidity.“I customize every portfolio for my clients and quantify risk relative to each client, which means I invest their funds based on what they are trying to achieve rather than on an impersonal computer-generated portfolio,” Labelle says. “We take a logical, educational approach and employ a conservative, realistic outlook on the markets. Interest rates are the number one problem for today’s conservative investor, and the old fashioned way of putting money in bonds is not an effective strategy.”Gulf Coast Wealth Advisors has aligned with LPL Financial as its independent broker dealer. “One of the benefits of our affiliation is the vast resources available such as financial planning,” Labelle says. “Clients benefit from having a written plan updated yearly to identify if changes need to be implemented.”Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Gulf Coast Wealth Advisors and LPL Financial are separate entities. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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