Project Description

Drew Pelton CFS, ChFC, IAR
President & Founder
Drew Pelton Investment Services

LOCATION:
Baton Rouge, Louisiana

During Drew Pelton’s distinguished career, which has spanned nearly four decades, he has served hundreds of clients in the Baton Rouge metropolitan area and throughout the state of Louisiana through his firm, Drew Pelton Investment Services.

Drew and his firm provide clients with financial advisory services in the areas of investment solutions, retirement planning, tax strategies, annuity solutions, and estate planning.

Drew’s understanding of the financial markets is substantiated by his academic background, which includes a Bachelor of Science Degree from the State University of New York, as well as the Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC) designations.

One of the things that sets Drew apart from most financial advisors is his high-level experience working and coordinating with CPAs, attorneys, financial planners, and brokers.

This approach assures his clients get the best communication, service, and results.

When Drew is not keeping up with the financial markets and addressing client needs, he enjoys traveling and studying American history, particularly the biographies of leaders who have shaped U.S. and world history.

Drew Pelton Investment Services specializes in developing innovative strategies for our clients, focusing on safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy-to-understand manner to assist with their particular situation.

Disclaimer

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Tax & Retirement Solutions and Sound Income Strategies, LLC are not associated entities.

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