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Services

We offer a range of services, enabling our work with a diverse mix of individuals, retirement plans, corporations, and trusts. As an independent, fee-only investment advisor, Graf Financial LLC does not charge and does not receive brokerage commissions.

To find out more information about each of our services, schedule an appointment today!

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Graf Financial LLC is a Registered Investment Advisor with its principal place of business in the State of Louisiana. Graf Financial is registered in Louisiana and Texas. Additionally, registration is currently in the process for the state of Mississippi. Graf Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Graf Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Contacts

Phone: 225-223-6048

Fax: 225-223-6514

admin@graffinancial.com

2161 Quail Run Drive, Suite C

Baton Rouge, LA 70809

© 2021 Graf Financial LLC. All Rights Reserved.

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