Fiduciary advisors in Louisiana

Alexandria, Louisiana

Oestriecher Financial Management Services is located in Alexandria, Louisiana and provides financial management services. The firm operates in English.

Baton Rouge, Louisiana

Stenger Family Office is an investment management firm based in Baton Rouge, Louisiana, offering wealth management and investment management services. The firm serves clients seeking professional portfolio oversight and financial planning support. With a 5-star rating from 44 Google reviews, the firm operates in English.

Baton Rouge, Louisiana

Olivier Group is based in Baton Rouge, Louisiana and provides financial planning, investment management, retirement planning, and insurance analysis. The firm specializes in investment management, retirement planning, and wealth management services.

Baton Rouge, Louisiana

Daryl Robert Ellis is a financial advisor at Ellis Insurance & Financial Group in Baton Rouge, Louisiana. The firm provides financial planning services with specialties in retirement planning and investment management. English is spoken.

Baton Rouge, Louisiana

Raymond James & Associates operates in Baton Rouge, Louisiana, providing retirement planning services with particular focus on small business clients. The firm's advisors hold CLU credentials. English is the primary language of service.

Baton Rouge, Louisiana

Attracct Financial Advisors is based in Baton Rouge, Louisiana and provides retirement planning and investment management services. The firm works with clients in English.

Baton Rouge, Louisiana

Burns Estate Planning & Wealth Advisors is located in Baton Rouge, Louisiana and specializes in estate planning services. The firm serves clients seeking guidance on estate matters.

Baton Rouge, Louisiana

Carson Wealth - The Shobe Financial Group, based in Baton Rouge, Louisiana, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential.

Baton Rouge, Louisiana

Wealth Enhancement Group is a financial planning firm based in Baton Rouge, Louisiana. The firm provides financial planning services to clients in the region. Additional details about specialties, fee structure, and team credentials were not available.

Baton Rouge, Louisiana

Game Changer Wealth provides financial planning services to clients in Baton Rouge, Louisiana. The firm operates in English and has received a 5-star rating across 57 Google reviews.

Baton Rouge, Louisiana

George Popov is an investment advisor in Baton Rouge, Louisiana affiliated with LPL Financial. He provides retirement planning and investment management services to clients in the area.

Baton Rouge, Louisiana

Hassell Wealth Management is located in Baton Rouge, Louisiana and provides financial planning and investment management services. The firm specializes in wealth management for its clients.

Baton Rouge, Louisiana

Sapphire Financial is located in Baton Rouge, Louisiana and serves clients in English. The firm has a 5-star rating on Google based on one review.

Baton Rouge, Louisiana

Goss Wealth Management is a Baton Rouge-based firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Baton Rouge, Louisiana

Russo Financial Group LLC is a financial services firm based in Baton Rouge, Louisiana. The firm provides financial planning services. Additional details about specializations, fee structure, and credentials are not currently available.

Benton, Louisiana

Willow Chute Financial is based in Benton, Louisiana and provides investment advisory services.

Bossier City, Louisiana

Financial Strategies, Inc - Raymond James is located in Bossier City, Louisiana and specializes in retirement planning and small business advisory services. The team holds the CLU credential and conducts business in English.

Covington, Louisiana

Aspyra Wealth Management is based in Covington, Louisiana and provides investment management and wealth management services. The firm has a 5-star rating on Google based on 22 reviews.

Covington, Louisiana

Texada Wealth Management is a Covington, Louisiana-based firm providing investment management and wealth management services. The firm works with clients in English and serves the local community.

Covington, Louisiana

Insurance-Based

Gregory Shelton is a financial services professional with New York Life in Covington, Louisiana. The firm provides financial planning services. Contact the office directly for information on service offerings, fee structures, and available credentials.

Covington, Louisiana

Insurance-Based

Bret Posner is a New York Life agent based in Covington, Louisiana, offering financial planning and insurance analysis services. The firm operates as an insurance-based practice and conducts business in English.

Crowley, Louisiana

Altus Wealth Management LLC is based in Crowley, Louisiana and provides investment management and wealth management services. The firm works with clients in English.

Lafayette, Louisiana

Wirehouse

Wells Fargo Advisors Financial Network operates in Lafayette, Louisiana as a wirehouse firm offering investment management services. The firm conducts business in English. Additional details regarding specialties, fee structure, and advisor credentials are not available

Lafayette, Louisiana

Horizon Capital Management, Inc. is based in Lafayette, Louisiana and is owned by Dexter P. Lyons. The firm operates in English and serves clients seeking investment advisory services

Lafayette, Louisiana

Barton Advisory Services, LLC is based in Lafayette, Louisiana and provides investment advisory services. The firm operates in English. Additional details about specialties, service offerings, fee structure, and team credentials are not available.

Lafayette, Louisiana

HB Financial Wealth Management operates in Lafayette, Louisiana and specializes in estate planning services. The firm serves clients seeking guidance on estate-related matters.

Lafayette, Louisiana

Blake Harper at ADVSR Wealth Management in Lafayette, Louisiana provides financial planning and investment management services. The firm specializes in investment management and wealth management. Blake Harper holds a 5-star rating based on 3 Google reviews.

Lafayette, Louisiana

Patin Wealth Partners LLC is an investment-advisory firm based in Lafayette, Louisiana. The firm operates in English and maintains a 5-star rating on Google.

Lafayette, Louisiana

Hux Capital Management, LLC is a retirement planning firm based in Lafayette, Louisiana. The firm specializes in retirement planning services and conducts business in English. The firm maintains a 5-star rating on Google based on 27 reviews.

Lafayette, Louisiana

Family Office Partners provides wealth management services to clients in Lafayette, Louisiana. The firm operates as a family office, structuring its practice around the comprehensive financial needs of established families and their enterprises.

Lafayette, Louisiana

Fee-Only

Meridian Wealth Management, LLC is a fee-only fiduciary firm in Lafayette, Louisiana that specializes in retirement planning for first responders. The firm provides financial planning, investment management, and retirement planning services. Meridian holds a 4.9 rating based on 70 Google reviews.

Lafayette, Louisiana

Raymond James & Associates in Lafayette, Louisiana provides retirement planning services with a focus on small business owners. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Lafayette, Louisiana

4th Quarter Wealth Management is located in Lafayette, Louisiana and provides financial planning, investment management, and retirement planning services. The firm specializes in retirement planning and offers insurance analysis as part of its service offerings. Client inquiries can be conducted in English.

Lafayette, Louisiana

Wirehouse

Merrill Lynch Wealth Management in Lafayette, Louisiana offers financial planning and investment management services to clients. As a wirehouse firm, it provides wealth management and investment management specialties through its advisors.

Lafayette, Louisiana

Kore Financial Group is based in Lafayette, Louisiana and provides investment advisory services. The firm operates in English.

Lafayette, Louisiana

Stone Wealth Partners, based in Lafayette, Louisiana, provides estate planning and advice on college savings and retirement planning. The firm serves English-speaking clients and has a 5-star rating on Google.

Lafayette, Louisiana

Rhinee Nimer is an investment advisor based in Lafayette, Louisiana. The firm serves clients in the local area and operates in English.

Lafayette, Louisiana

Goff Wealth Management is located in Lafayette, Louisiana and provides financial planning, investment management, and retirement planning services. The firm specializes in retirement planning for its clients.

Mandeville, Louisiana

Actus Wealth Strategies, LLC is based in Mandeville, Louisiana and provides financial planning, insurance analysis, and investment management services. The firm operates in English

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual operates in Mandeville, Louisiana, offering insurance analysis, investment management, and wealth management services. The firm specializes in insurance planning and investment management for clients seeking integrated financial strategies. Services are provided in English.

Mandeville, Louisiana

Raymond James & Associates operates in Mandeville, Louisiana and provides retirement planning services with particular focus on small business clients. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Mandeville, Louisiana

Kropog Financial Group, based in Mandeville, Louisiana, offers financial planning and investment management services. The firm operates in English and has received a 5-star rating from Google reviews.

Mandeville, Louisiana

HB Financial Wealth Management, based in Mandeville, Louisiana, provides estate planning services. The firm serves clients seeking assistance with estate-related financial matters.

Mandeville, Louisiana

Cornerstone Financial is a financial planning firm located in Mandeville, Louisiana. The firm provides financial planning and insurance analysis services, with a focus on insurance planning. Services are available in English.

Mandeville, Louisiana

P J Demarie, Financial Advisor with Eagle Strategies, is located in Mandeville, Louisiana and provides financial planning services. The firm specializes in retirement planning and investment management for clients seeking guidance in these areas.

Mandeville, Louisiana

Roberts Wealth Management is a wealth management firm located in Mandeville, Louisiana offering investment management, wealth management, and financial planning services. The firm serves clients in Chinese, English, and Spanish.

Metairie, Louisiana

Megan Davenport, Financial Advisor with Davenport Wealth Strategies, is based in Metairie, Louisiana. She provides financial planning services with specialization in retirement planning and investment management. She conducts business in English.

Metairie, Louisiana

Hedged Private Wealth is a financial planning firm based in Metairie, Louisiana. The firm provides estate planning and financial planning services. More details about specialties, credentials, and fee arrangements are available by contacting the firm directly.

Metairie, Louisiana

Insurance-Based

Northwestern Mutual in Metairie, Louisiana provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates on an insurance-based business model. Services are available in English.

Metairie, Louisiana

Summit Financial Wealth Advisors is located in Metairie, Louisiana and provides financial advisory services to clients in the region.

Metairie, Louisiana

Hassell Wealth Management is based in Metairie, Louisiana and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Metairie, Louisiana

Viator Wealth Management Group is an investment management firm based in Metairie, Louisiana. The firm provides investment management and wealth management services to clients. Additional details about fee structure and advisor credentials are not publicly specified.

Metairie, Louisiana

Creative Planning in Metairie, Louisiana provides estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning for its clients in the region.

Minden, Louisiana

Meriwether Wealth & Planning is located in Minden, Louisiana and operates as an investment advisory firm. The firm conducts business in English and has received a 5-star rating on Google.

Monroe, Louisiana

Candor Wealth Partners is an investment advisory firm based in Monroe, Louisiana, serving clients in English.

Monroe, Louisiana

Insurance-Based

Walter Lawrence is a New York Life agent based in Monroe, Louisiana, offering financial planning and insurance analysis services. English is spoken.

Monroe, Louisiana

Oglesby Financial Group is based in Monroe, Louisiana and offers financial planning and investment management services. The firm operates in English.

Morgan City, Louisiana

Kore Financial Group is based in Morgan City, Louisiana and provides investment advisory services. The firm operates in English.

New Iberia, Louisiana

Cestia Wealth Management is located in New Iberia, Louisiana and provides investment management and wealth management services. The firm operates in English and maintains a 5-star rating based on 21 Google reviews.

New Orleans, Louisiana

Raymond James & Associates in New Orleans provides retirement planning and small business advisory services. The firm's advisors hold CLU (Chartered Life Underwriter) credentials. Services are delivered in English.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management operates in New Orleans, Louisiana, offering financial planning and investment management services. The firm serves clients seeking wealth management support through its wirehouse platform.

New Orleans, Louisiana

PlanSimple Financial Partners is a financial planning firm located in New Orleans, Louisiana. The firm provides financial planning services to clients.

New Orleans, Louisiana

Selina Harrell, MBA, is an investment advisor based in New Orleans, Louisiana. She holds an MBA credential and conducts business in English.

New Orleans, Louisiana

RM Partners of Raymond James, based in New Orleans, specializes in retirement planning and small business advisory services. The team holds CLU credentials and conducts business in English. Specific fee structures and additional service details are available directly from the firm.

New Orleans, Louisiana

Upbeat Wealth is a fiduciary investment advisor based in New Orleans, Louisiana. The firm provides investment management, financial planning, and estate planning services to clients. Operating under fiduciary standards, the firm is obligated to act in clients' best interests.

New Orleans, Louisiana

Atlas Wealth Management operates in New Orleans, Louisiana, offering insurance analysis, investment management, and retirement planning services. The firm specializes in insurance planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential and conduct business in English.

New Orleans, Louisiana

Prestenback Wealth Management, based in New Orleans, Louisiana, provides financial planning and investment management services. The firm specializes in investment management and retirement planning. It operates in English and holds a 5-star rating on Google.

New Orleans, Louisiana

Insurance-Based

Jeffrey A. Russolino is a registered representative with New York Life based in New Orleans, Louisiana. The firm provides financial planning services. English is spoken.

New Orleans, Louisiana

CAPTRUST is an investment advisory firm based in New Orleans, Louisiana. The firm provides investment management services and works with clients in wealth management and small business contexts. The firm operates in English.

New Orleans, Louisiana

Insurance-Based

Robert Seghers, Financial Advisor with Eagle Strategies, operates from New Orleans and specializes in retirement planning and investment management. The firm provides financial planning and insurance analysis services. English is spoken.

New Orleans, Louisiana

Deane Retirement Strategies, Inc., based in New Orleans, Louisiana, provides financial planning and retirement planning services. The firm specializes in retirement planning for its clients.

Ruston, Louisiana

Meriwether Wealth & Planning is located in Ruston, Louisiana and serves clients in English. The firm maintains a 5-star rating based on 13 Google reviews.

Ruston, Louisiana

ELM Financial is located in Ruston, Louisiana and provides insurance planning and analysis services.

Ruston, Louisiana

E Luke Madden, Financial Advisor with Elm Financial, is located in Ruston, Louisiana and provides financial planning services with a focus on retirement planning and investment management. The firm operates in English and has a 5-star rating based on three Google reviews.

Ruston, Louisiana

Raymond James in Ruston, Louisiana provides retirement planning services with particular focus on small business owners. The advisory team holds CLU credentials and conducts business in English.

Shreveport, Louisiana

HMV Wealth Advisors, LLC is based in Shreveport, Louisiana and provides investment management and wealth management services. The firm works with clients on investment management matters

Shreveport, Louisiana

Fulco Capital Management, LLC is a financial planning and investment management firm based in Shreveport, Louisiana. The firm provides financial planning and investment management services to clients. More specific information about specialties, fee structures, and credentials is not currently available.

Shreveport, Louisiana

TFG Financial, LLC operates in Shreveport, Louisiana and specializes in insurance planning and analysis. The firm serves clients in English and holds a 4.6-star rating on Google.

Shreveport, Louisiana

Poljak Group Wealth Management is a wealth management firm located in Shreveport, Louisiana, providing investment management and wealth management services. The firm serves clients in English.

Shreveport, Louisiana

Lyons Capital Group is based in Shreveport, Louisiana and provides estate planning, investment management, and wealth management services. The firm works with clients in English.

Shreveport, Louisiana

Raymond James & Associates in Shreveport, Louisiana provides retirement planning services with a focus on small business clients. The firm's advisors hold the CLU credential. Services are conducted in English.

Shreveport, Louisiana

Otto Grozinger, Wealth Advisor at Eagle Strategies, is based in Shreveport, Louisiana and offers financial planning services. The firm operates in English.

Slidell, Louisiana

Insurance-Based

Northwestern Mutual in Slidell, Louisiana provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.

St Francisville, Louisiana

Young Investment Group is an investment management firm based in St Francisville, Louisiana. The firm provides investment management services to clients. Additional details about specialties, fee structure, and team credentials are not available.

Thibodaux, Louisiana

Southern Wealth Strategies, LLC is located in Thibodaux, Louisiana and provides investment advisory services. Additional details about specializations, service offerings, and fee arrangements are available directly from the firm.