On Track Investments

On Track Investments Investment service in Hammond
112 W Thomas St, Hammond, LA 70401

On Track Investments, located at 112 W Thomas St in Hammond, LA, is a trusted investment service provider dedicated to helping clients achieve their financial goals. As an integral part of the Hammond community, On Track Investments offers personalized investment strategies and financial planning services tailored to meet the unique needs of each client. With a high average rating from customer reviews, the firm is recognized for its expertise, reliability, and commitment to client satisfaction.

Services Offered

• Personalized Investment Strategies
• Financial Planning
• Retirement Planning
• Wealth Management
• Portfolio Analysis

Cost Ranges

On Track Investments offers competitive pricing for their services. The cost for financial planning services typically ranges from a flat fee of $1,500 to $3,000, depending on the complexity of the client's financial situation. For ongoing investment management, fees are generally a percentage of assets under management, typically ranging from 0.5% to 1.5% annually.

Local Tips

When visiting On Track Investments, take advantage of the vibrant local scene in downtown Hammond. Enjoy nearby cafes and restaurants to discuss your financial plans over lunch or coffee. Additionally, consider scheduling your consultation during the late morning or early afternoon to avoid peak traffic times in the area.

FAQs

• What should I bring to my first consultation? It's helpful to bring any relevant financial documents such as tax returns, investment statements, and a list of your financial goals.
• Do I need a large portfolio to work with On Track Investments? No, On Track Investments works with clients of all portfolio sizes and provides personalized advice to help grow your investments.
• How often will I receive updates on my investment portfolio? Clients typically receive quarterly updates on their investment portfolios, but more frequent communication can be arranged upon request.

Contact Information

For more information or to schedule a consultation, contact On Track Investments at 112 W Thomas St, Hammond, LA 70401. You can also call them during business hours to speak with a representative directly.

America/Chicago time zone
average rating from reviews for On Track Investments: