Stephens Financial Services

Stephens Financial Services Our Practice My firm is located in the Holiday Office Park in Algiers. We are affiliated with Dorsey & Company, Inc. as our broker dealer. www.dorseyco.com.

Dorsey & Company is a New Orleans based securities Firm, which since its founding in 1959 has been serving the needs of multiple generations of Gulf South investors. Locally owned and operated the firm was founded by George P. Dorsey whose son Philip J. Dorsey, serves as president today. I wanted a local firm that combines the capabilities of a large national firm with the best practices of a smal

ler esteemed firm. Dorsey & company is duly registered as both a broker-dealer and an investment adviser registered with the Securities and Exchange Commission and various states. They are a member of FINRA and the Securities Investor Protection Corporation (SIPC). For information you may visit their website.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
07/17/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
07/15/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
07/13/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
07/10/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
07/08/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
07/06/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/03/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
07/01/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
06/29/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

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3528 Holiday Drive, Ste A
New Orleans, LA
70114

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