Barry Levie Financial
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WE WANT TO BE OF SERVICE.
We're here to help. Let us show ​you ​what we can do.​

We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning.

​Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
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We can help you execute a reliable retirement income plan utilizing the following ​products and services:
  • 401(k) Rollovers
  • 403(b) Planning
  • IRA Rollovers

Don't see what you're looking for?
Contact us today!

Contact us!

​We have experience working with all kinds of retirement income products, and chances are we can help you, too!

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106 Oil center Drive, Suite 220  |  Lafayette, LA 70503
337. 280.3611  |  [email protected]

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Licensed Insurance Professional.  Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. 18012 - 2018/9/10
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Check the background of an investment professional.

  • Home
  • Services
  • Resources
    • PRIVACY POLICY
  • Videos
  • Blog
  • Contact