Also known as graham bordelon golson and gilbert
Graham, Bordelon, Golson & Gilbert, Inc. is a wealth management firm based in Monroe, Louisiana, founded in 1986. It manages about $421 million in assets and provides investment management, retirement planning, estate strategy and wealth-building guidance. The firm serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals. Its stated process has three steps: assessing a client's financial documents, risk tolerance and objectives, building a strategy matched to the investor profile, and implementing and adjusting the plan as life circumstances or market conditions change. Services include portfolio construction and risk management.
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Graham, Bordelon, Golson & Gilbert is a wealth manager based in Monroe, United States, managing approximately $421M in assets.
Graham, Bordelon, Golson & Gilbert is headquartered in Monroe, United States.
Graham, Bordelon, Golson & Gilbert manages approximately $421M in assets under management.
Graham, Bordelon, Golson & Gilbert was founded in 1986.
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