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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

16720 Gingerwood Ave
Baton Rouge, LA 70810
(800) 942-2777
(225) 766-4885

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, Suite 6
Covington, LA 70433
(985) 898-0450

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

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

Kevin L. Murphy

CFP®

Senior Financial Advisor

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

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Advisors

738 N Ashley Ridge Loop
Shreveport, LA 71106
(318) 861-3521

Anthony T. Eaton

CFP®, CLU®

Specialties: Comprehensive Financial Planning, Buying a Home, Estate Planning, Getting Married, Life...More

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

MassMutual Financial Group

3838 North Causeway Blvd., Ste 3400
Metairie, LA 70002
(504) 613-2204

Gary M. Alfonso

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Employee Benefits, Mutual Funds,...More

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Advisors

3351 Severn Ave, Ste 104
Metairie, LA 70002-7408
(504) 831-0515 x1

Scott E. Bordelon

CFP®, AAMS®, BFA™

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
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Kevin F. Knobloch

CFP®

Managing Director of Investments

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

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

Wells Fargo Advisors

7054 Jefferson Hwy, Second Floor
Baton Rouge, LA 70806
(225) 929-8422

Joseph G. Descant, III

CFP®

Managing Member

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

Financial Advisor serving Lousiana and the surrounding communities.

Descant Financial Partners, LLC

PO Box 12427
Alexandria, LA 71315-2427
(318) 445-1666

Joanne M. DeAngelis

CFP®, LUTCF

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

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

Lincoln Financial/Sagemark Consulting

4608 Bluebonnet Blvd.
Baton Rouge, LA 70809
(225) 767-2700

Craig A. Kliebert

CFP®

Vice President

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

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

8280 Ymca Plaza Dr, Bldg 4
Baton Rouge, LA 70810
(225) 763-7010

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
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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

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

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

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

John Strother

CFP®, AIFA

Financial Services Director

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

DSF Wealth Management, LLC

108 Ducharme Ct
Lafayette, LA 70503

DSF Wealth Management, LLC

2000 Kaliste Saloom Rd
Lafayette, LA 70508-6180

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

H. Jude Boudreaux

CFP®

Partner/Sr. Financial Planner

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

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

The Planning Center

2727 Prytania St, Ste 18
New Orleans, LA 70130
(504) 717-4862

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

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

1005 E. St. Mary, Suite 105
Lafayette, LA 70503

Broussard Financial Group

PO Box 505
Kaplan, LA 70548
(800) 924-0255

Gray L. Goudeau

CFP®, ChFC, CLU

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

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Advisors

1 Galleria Blvd, Ste 1111
Metairie, LA 70001
(504) 837-6541

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

Kevin Conley

CFP®, CRPC

Financial Advisor

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

Financial Advisor serving Lousiana and the surrounding communities.

Doubleday Conley, LLC

3501 N Causeway Blvd, Suite 520
Metairie, LA 70002
(504) 832-3006

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

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

Michael E. Murphy

CFP®

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

Financial Advisor serving Lousiana and the surrounding communities.

Raymond James Financial Services

4236 Beaune Dr
Kenner, LA 70065
(504) 884-0630

Charles L. Simmons

CFP®,CLU,ChFC,CRPC

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

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Services

205 Gum Bayou Ln
Kenner, LA 70065
(504) 779-7790

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) 709-0703
CONNECT WITH James
  • linkedin link