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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 Contact Me

W. Howard Thompson

CFP®, CFA, CPA(inact

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

Corey P. Luckett

CFP®, AIF®

Asst. Vice President

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

8280 YMCA Plaza Dr Bldg 4, One Oak Sq
Baton Rouge, LA 70810
(800) 942-2777
(225) 763-7024
Contact Me

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 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

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

7031 Commerce Cir, Ste 200
Baton Rouge, LA 70809
(225) 929-8422 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

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

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

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
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John G. Curren, III

CFP®, ChFC®

Specialties:

Financial Advisor serving Lousiana and the surrounding communities.

Charles Schwab & Co., Inc.

2895 Hwy 190, Ste 225
Mandeville, LA 70471
(985) 674-4117 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
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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

John M. Morgan

WMs, CFP®

Branch Owner

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

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

Raymond James Financial Services, Inc.

One Galleria Blvd, Ste 735
Metairie, LA 70001
(504) 837-1733 x 103 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

5800 One Perkins Place, Suite 8A
Baton Rouge, LA 70810

Peters Wealth Advisors

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

John J. Dardis, Sr.

CFP®

Chairman

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Financial Advisor serving Lousiana and the surrounding communities.

Dardis Couvillon & Associates

2121 Airline Drive, Ste 580
Metairie, LA 70001
(504) 828-3052 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

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

Broussard Financial Group

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

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

Tyler V. Gugliuzza

CFP®, AAMS®, CRPC®

Financial Advisor

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

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

Edward Jones

2051 East Gause Blvd.
Slidell, LA 70461
(985) 661-8139 Contact Me

Charles J. Abboud

CFP®

Specialties: Attending College, Estate Planning, Employee Benefits, Insurance, Retirement

Financial Advisor serving Lousiana and the surrounding communities.

BanCorp South Insurance Services

4041 Essen Ln, Ste 400
Baton Rouge, LA 70809-7318
(225) 336-3270 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

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

Peter J. Bush

CFP®

CERTIFIED FINANCIAL PLANNER

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

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

Horizon Wealth Management, LLC

8280 YMCA Plaza, Bldg 5
Baton Rouge, LA 70810
(225) 612-3820 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
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Jed M. Inzerella

CFP®, RFC

Financial Planner

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

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

DSF Wealth Management, LLC

1305 Twenty Arpent Rd
New Iberia, LA 70560
(337) 364-3866 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

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

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

Chad M. Olivier

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

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

The Olivier Group, LLC

4609 Bluebonnet Blvd, Ste A
Baton Rouge, LA 70809
(225) 757-9484 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
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Contact Me