Crescent City Retirement Group, LLC

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Crescent City Retirement Group, LLC Advisory services are offered through Crescent City Retirement Group, LLC, a Registered Investment Advisor in the state of Louisiana.

At Crescent City Retirement Group, we are an independent, locally owned retirement planning firm dedicated to helping individuals and families build a confident financial future. Insurance products and services are offered through Crescent City Insurance Group, LLC, an affiliated company. Crescent City Retirement Group, LLC and Crescent City Insurance Group, LLC, are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this newsletter have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

A special needs trust can help care for a special needs child, even after you’re gone.
10/14/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/12/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Committed to increasing your financial literacy? Don't be afraid to ask questions.
10/07/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

10/05/2026

We love celebrating our team! Join us in wishing Tiffany a fantastic birthday filled with joy and success. We couldn't do it without her!

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
10/05/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

10/03/2026

Long-Term Care Insurance: Protect Assets, Ensure Independence!

Getting Long-Term Care Planning Right | Wealth Builders | Ep. 28

Full Episode: https://youtu.be/gRfEkp7f3sA

10/02/2026

Understanding ADLs: Essential Daily Living Activities Explained

Getting Long-Term Care Planning Right | Wealth Builders | Ep. 28

Full Episode: https://youtu.be/gRfEkp7f3sA

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
10/02/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Good food. Good company. Fresh financial perspective. Our Retirement Ready Breakfast Series is open to clients, friends,...
10/02/2026

Good food. Good company. Fresh financial perspective. Our Retirement Ready Breakfast Series is open to clients, friends, and anyone who wants to stay informed about market updates and Long-Term Care.

We hope to see you there on Tuesday, October 6 at The Sheraton in Metairie.
Register to reserve your spot! https://www.crescentcityretirement.com/retirement-ready-breakfast-series

Address

3500 North Causeway Boulevard
Metairie, LA
70002

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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