Through our strategic partnerships, we offer a multifaceted approach to financial planning that is unparalleled in the industry. We leverage the expertise of top financial professionals, allowing us to provide highly specialized advice for complex scenarios such as estate planning, investment management, and tax strategies. As our client, you receive guidance from some of the best minds in the industry, and the oversight of a devoted team that knows you personally, understands your goals, and has the expertise to bring everything together into a cohesive, well-organized plan.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, PJ Demarie III works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, PJ Demarie III provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
PJ Demarie III and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.
“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -
Our Location
634 Village Lane North, Suite 201
Mandeville, LA 70471