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Lisa L. Heath

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Financial Partners of Louisiana, LLC

935 Camellia Blvd, Ste 200
Lafayette, LA 70508
(337) 265-2500 Contact Me

Ross W. Richardson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Pembroke Advisors, Inc.

117 Fairgrounds Blvd.
Bush, LA 70431

Pembroke Advisors, Inc.

20333 State Highway 249
Houston, TX 77070
Contact Me

Jerry Broussard

CFP®

Mr

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Broussard Financial Group

PO Box 505
Kaplan, LA 70548

Broussard Financial Group

1005 E. St. Mary
Lafayette, LA 70503
(800) 924-0255
(337) 643-8319
Contact Me

Carl W. Benedict

MBA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Benedict Wealth Management, LLC

17461 Jefferson Hwy, Suite B
Baton Rouge, LA 70817-7320
(225) 766-9506 Contact Me

Eric L. Dunavant

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Lousiana and the surrounding communities.

Dunavant Wealth Strategies

2895 Highway 190, Ste 232
Mandeville, LA 70471
(985) 727-0770 Contact Me

Scott E. Schayot

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Financial Advisor serving Lousiana and the surrounding communities.

Raymond James Financial Services, Inc.

3838 N Causeway Blvd, Suite 3020
Metairie, LA 70002
(504) 830-7550 Contact Me

Joseph M. Prisco, Jr.

JD, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Advocacy Financial, LLC

512 S Tyler Street
Covington, LA 70433
(888) 787-4590
(888) 787-4590
CONNECT WITH Joseph
  • linkedin link
Contact Me

John H. Gin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Advisors

1 Galleria Blvd Galleria One, Ste 1620
Metairie, LA 70001
(504) 837-1402 Contact Me

Keith L. Deane

CFP®,CRC,AIF

Retirement Specialist

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Stocks & Bonds,...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Deane Retirement Strategies, Inc., A Registered Investment Advisor

1100 Poydras St, Ste 2065
New Orleans, LA 70163
(504) 582-2345
CONNECT WITH Keith
  • facebook link
  • youtube link
Contact Me

Louis W. Peters

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Lousiana and the surrounding communities.

Peters Wealth Advisors, LLC

5800 One Perkins Pl, Ste 8-A
Baton Rouge, LA 70808
(225) 766-4885 x19 Contact Me

Helen Graf

CFP®, CDFA

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Investment...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Graf Financial L.L.C.

2161 Quail Run Dr, Ste C
Baton Rouge, LA 70808
(225) 223-6048 Contact Me

David J. Romagosa, Sr.

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Lousiana and the surrounding communities.

Cornerstone Financial Group, Inc.

213 N College Rd
Lafayette, LA 70506-4230
(337) 233-6066 x21 Contact Me

William F. Campbell, Jr.

CFP®, CLU®, ChFC®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Peters Wealth Advisors

16720 Gingerwood Ave
Baton Rouge, LA 70810

Peters Wealth Advisors

5800 One Perkins Place, Suite 8A
Baton Rouge, LA 70810
(800) 942-2777 Contact Me

Albert R. Leger

CPA/PFS, CFP®, CSA

Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Leger Financial Services

PO Box 487
Marksville, LA 71351
(318) 253-5660 Contact Me

James L. Adams

CFP®, CAP™, AEP

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Services, Inc.

2700 Lake Villa Ste200
Metairie, LA 70002
(504) 779-9282 Contact Me

Kerry G. Uffman

CPA/PFS,CFP®,CFA

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Lousiana and the surrounding communities.

TWRU CPAs and Financial Advisors

527 E Airport Ave
Baton Rouge, LA 70806-6515
(225) 926-1050 Contact Me

Mary K. Martin

CFP®, CDFA, APMA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Services, Inc.

6719 Perkins Rd
Baton Rouge, LA 70808
(866) 336-4805
(225) 215-3651
Contact Me

Eric C. Roberts

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Voya Financial Advisors

533 Europe St
Baton Rouge, LA 70802
(225) 338-5250 Contact Me

Bernard A. Tessitore

CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Lousiana and the surrounding communities.

7814 Sycamore St
New Orleans, LA 70118
(504) 861-9217 Contact Me

Mason G. Couvillon

CFP®

President

Specialties:

Financial Advisor serving Lousiana and the surrounding communities.

Dardis Couvillon & Associates

2121 Airline Dr., Ste 580
Metairie, LA 70001
(504) 828-3052 Contact Me

Joseph P. Cunningham, Jr.

CFP®

President

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Lousiana and the surrounding communities.

Cunningham Financial Group

PO Box 2610
Natchitoches, LA 71457
(318) 238-4444 Contact Me

John E. Sirois

JD, MBA, CFP®, CIMA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Raymond James Financial Services

1356 W Tunnel Blvd, Ste B
Houma, LA 70360
(985) 580-3322 Contact Me

Thomas J. Meyer

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Services, Inc.

132 Rue Collette, Apt A
Thibodaux, LA 70301
(985) 446-1159 Contact Me

Erin Sigur Sibley

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

8280 YMCA Plaza Drive, Building 4
Baton Rouge, LA 70810
(225) 763-7010 Contact Me

Theodore J. Longo

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Lousiana and the surrounding communities.

Merrill Lynch

660 Oak Harbor Blvd, Ste 204
Slidell, LA 70458
(888) 877-1867 Contact Me

James C. Bayard

CFP®, ChFC®

LPL Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Capital South Wealth Management, LLC.

6160 Perkins Rd., Suite 120
Baton Rouge, LA 70808
1-888-842-4394
(225) 434-0027
CONNECT WITH James
  • linkedin link
Contact Me

Joan B. Cox

CFP®, CRPC®, CeFT®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Personal Financial Advisors

100 Tyler Square, No. 6
Covington, LA 70433
(985) 898-0450 Contact Me

Michael T. Nobile

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Crescent Sterling Ltd

4415 Shores Dr, Ste 250
Metairie, LA 70006
(504) 885-1135 Contact Me

Scott E. Bordelon

CFP®, AAMS®

President and CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lousiana and the surrounding communities.

Fin'l & Investment Mgmt. Adv, Inc./BEAM Asset Management

72096 Ramos Ave, Suite D
Covington, LA 70433
(800) 256-5221
(985) 893-1440 x102
CONNECT WITH Scott
  • facebook link
  • linkedin link
Contact Me

Frederick J. Yeager

CFP®,ChFC,CLU

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Lousiana and the surrounding communities.

MetLife Financial

3838 N Causeway Blvd, Ste 3400
Metairie, LA 70002-8322
(504) 613-2232
(504) 613-2232
Contact Me