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Services and Expertise

Who We Serve


Our clients are driven, successful people who want to take their planning strategies to the next level. They’ve made smart decisions, but they need greater clarity and confidence about how to efficiently accomplish their goals. We understand the diverse stages of life they’re in, and we provide personalized guidance specifically tailored to their unique situations. We are committed to lifelong partnerships, and we are continually nurturing a new generation of leaders to serve our clients and their loved ones for many years to come.

Services


We provide customized planning that serves a wide variety of needs for individuals at different stages of life. Whether you’re in the height of your career or preparing for retirement, we’ll gain a deep understanding of your goals and priorities and develop a tailored plan to help you move forward with confidence.

Some of the specific services we specialize in include:

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Financial Planning

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Retirement Planning

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Business Planning

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Philanthropic Planning

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Estate/Legacy Planning

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Special Needs Planning

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Exit Strategies

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Employee Benefits

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Income Tax Strategies

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Life, Disability, and LTC Insurance

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Interested in our services? We'd love to talk.


We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

Contact Us

“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch


Office: (985) 674-3744
pdemarie@ft.newyorklife.com

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Our Location


634 Village Lane North, Suite 201
Mandeville, LA 70471

Disclosure

Philbert Demarie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #W/CLB1212720), AZ, CA (CA Insurance License #704818), CO, DC, FL, GA, KS, KY, LA, MD, MN, MS, NC, NV, NY, OH, OK, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Philbert Demarie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 634 Village Ln N Ste 201, Mandeville, LA, 70471, 985-674-3744. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Philbert Demarie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
New York Life Insurance

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  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login
  • Get In Touch

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