Stephens Financial Services

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Stephens Financial Services Our Practice My firm is located in the Holiday Office Park in Algiers. We are affiliated with Dorsey & Company, Inc. as our broker dealer. www.dorseyco.com.

Dorsey & Company is a New Orleans based securities Firm, which since its founding in 1959 has been serving the needs of multiple generations of Gulf South investors. Locally owned and operated the firm was founded by George P. Dorsey whose son Philip J. Dorsey, serves as president today. I wanted a local firm that combines the capabilities of a large national firm with the best practices of a smaller esteemed firm. Dorsey & company is duly registered as both a broker-dealer and an investment adviser registered with the Securities and Exchange Commission and various states. They are a member of FINRA and the Securities Investor Protection Corporation (SIPC). For information you may visit their website.

An ILIT could play a role in your estate strategy.
10/16/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Stay ahead this year with this handy Personal Finance Calendar.
10/12/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
10/09/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

There are ways to protect your business in the event of your death or the death of a partner.
10/07/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

10/05/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Do you know how missing the best and worst market days might affect your portfolio?
10/02/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
09/30/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
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Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

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College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Address

3528 Holiday Drive, Ste A
New Orleans, LA
70114

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