WHO WE ARE

Kropog Financial Group is a family owned, independent financial services firm located in Mandeville, LA.  Since 1979, we’ve helped our clients organize their financial life and accomplish their financial goals by utilizing a variety of personalized investment management, retirement planning, and estate planning strategies. 


We feel that any investment objective must be derived after a well thought out, personalized financial plan is developed.  The investments you own and the advice you receive should coordinate with your personal financial goals.  At Kropog Financial Group, we work hand-in-hand with our clients, and we constantly strive to maintain and enhance their quality of life through our comprehensive planning services.

OUR PHILOSOPHY

We believe it is our mission to provide exceptional advice and service to our clients in order for them to achieve long-term financial success.


Today’s financial marketplace can present a multitude of uncertainties, opportunities, and challenges.  We specialize in developing diversified investment strategies that are based on individualized needs and are designed to monitor risk and to take advantage of potential market opportunities.  Through our affiliation with LPL Financial, the nation’s leading independent broker/dealer*, we are backed by the largest in-house research team of any independent broker/dealer.  We have no proprietary products, sales quotas, investment banking business, or any other conflicts that get in the way of providing objective and unbiased financial planning and investment advice to you.
 

Because we are a family owned firm, we take pride in the integrity, dedication, and efficiency of our advice and service.  Our commitment is simple.  We will always be honest with you, and we will always treat you as a top priority.  We will meet regularly with you to review your investment portfolio and to discuss strategies and goals.  We will not, and should not, make guarantees when it comes to stock and bond market results.  However, we feel that you will not receive better advice and service from any other advisory firm.

* as reported by Financial Planning magazine, June 1996-2010, based on total revenue.