About Us
The Ansardi Group is a deeply rooted Plaquemines Parish business that works with individuals who want to reach specific financial goals and be assured that their financial future will be secure. The Ansardi Group delivers comprehensive financial planning, tailored investment strategies and honest advice. We do so with complete transparency, dedication, and a level of client service that is unmatched in our industry. We have the expertise to provide real value to our clients. Our diverse, dedicated and ambitious team is aligned to create the best outcomes and experiences for our clients. In that regard, our Director of Investment Strategies is dedicated solely to the designing, vetting, and monitoring of our custom portfolios.
As a firm, we also believe an essential part of doing good business, is to be involved in the community we advise. We've put that vision into action by supporting multiple charities and schools both locally and nationwide. Over the year's we've sponsored charities such as Plaquemines C.A.R.E Center, Louisiana Lighthouse, the Salvation Army, The Rotary Club of Belle Chasse, NamiWalks, ASPCA, Plaquemines Parish Animal Shelter, Belle Chasse YMCA, United Way, the American Foundation for Suicide Prevention, Susan G Komen Breast Cancer Foundation, American Heart Association, West Jefferson Hospital Foundation, Second Harvest Food Bank, St. Vincent de Paul Food Pantry and Basket of Hope Louisiana. We've also donated locally to Riverbend Nursing Home, Holy Cross High School, Jesuit High School, Brother Martin High School, Belle Chasse High School, Our Lady of Perpetual Help School, Immaculate Conception School, The Croatian American Society, Plaquemines Parish Fair & Orange Festival, and the Plaquemines Parish Seafood Festival.
Our History
In 2007, Danica Ansardi opened the firm under the name, Ansardi Financial Services, with her own expansive knowledge of the financial industry and a single part-time office manager. Year by year, Danica, in partnership with her son, Tray, grew the family firm as well as it's team. At the same time, the focus of who we were serving evolved too. Our team believed the caliber of our clients deserved a more prestigious name representative of how we served them day to day. Therefore, in the fall of 2020, The Ansardi Group emerged, exemplifying the evolution of the business, as well as the expertise of the entire team. Today, we excel at working with families and businesses with a focus on long-term financial goals and a commitment to meeting those goals through extensive saving, investing, and insurance protection.
Mission Statement
We bring financial confidence to our clients' lives, so they can focus on the things which matter most.
Value Statement
We are deliberate in our approach, resulting in our clients feeling:
Embraced: Surrounded by talented, loyal, trustworthy and passionate team members with a commitment to excellence.
Assured: Confident in our purpose to achieve the client's best interest.
Inspired: Ready to implement a customized plan that brings clarity to their financial future.
Vision Statement
We aspire to serve Southeast Louisiana with a community focus.