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Details

Bottomline: We protect our clients, their assets and then their heirs.

General Info

Pennington Financial, LLC, serves as your Estate Planning Coach, specializing in Medicaid Eligibility and Veterans Benefits to help families pay for Assisted Living, Nursing Home and Long Term Care cost. We are a family owned business that cares for our community. Let our family help your family or the families with which you work. We do more than just 'talk the talk', we deliver value. Your Estate Planning Coach specializes in unique financial issues of older adults and their families. Our team has over forty years of financial experience and has been helping families achieve financial security for the last sixteen years. If you or your family would like to know more about these benefits, please contact us. The assessment is FREE. If you are a health care professional and work with families in the midst of a financial crisis, contact us we can help you help your families.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phones:

Main - 318-855-4690

MobilePhone - 318-376-0559

Fax - 318-855-4686

Address:
1900 N 18th St Ste 211 Monroe, LA 71201
Email:

Reviews

5
1 Reviews
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anonymous

05/25/12

5.0

We have known Ed for over four years now and we find him to be very honest and the person to handle our financial and estate planning. Ed and his staff are always available and and very informative on many matters that one may have questions. I would highly recommend Ed and his staff for anyone that needs his assistance in planning for estates, medicaid, and veterans assistance. Shirley and Arnold Loe

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Categories
Estate Planning, Probate, & Living Trusts, Assisted Living & Elder Care Services, Financial Planners, Financial Planning Consultants, Financial Services, Investments, Life Insurance, Notaries Public, Retirement Planning Services
Location
On 18th Street across the street from Brookshires in the 8 story black glass Chase Bank Building on the second floor.
Associations
Better Business Bureau National Ethics Association Society of Medicaid Planners National Care Plan Council Louisiana Department of Insurance Louisiana Notary Association Louisiana Secretary of State- Notary Public Society of Certified Senior Advisors H. S. Dent Financial Advisor Network The Estate Plan
Other Information

Parking: Self, On Site, Free

Wheelchair Accessible: Yes

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Data provided by one or more of the following: Thryv, Data Axle, Yext.