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Douglas G. Burnette, Jr.

CFP®

Principal/Owner

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

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Burnette Financial Planning, LLC

4833 Ihles Rd
Lake Charles, LA 70605
(337) 562-9500
CONNECT WITH Douglas
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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

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

2700 Lake Villa Dr, Ste 200
Metairie, LA 70002
(504) 779-7790

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

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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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

2000 Kaliste Saloom Rd, Ste 300
Lafayette, LA 70508-6180

DSF Wealth Management, LLC

108 Ducharme Ct
Lafayette, LA 70503
(337) 735-1100

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

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

Jason P. Windham

CFP®, CLU, ChFC,+2

President

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

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

One Oak Square, 8280 YMCA Plaza Dr Bldg 4
Baton Rouge, LA 70810
(800) 942-2777
(225) 763-7010

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

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

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

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

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

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

431 Jefferson St.
Natchitoches, LA 71457
(318) 238-4444

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

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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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

Denise E. Rau

CFP®

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

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

Rau Financial Group

1634 Ryan Sreet
Lake Charles, LA 70601
(337) 480-3835

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

Joe Psalmonds, Jr.

CFP®

Managing Exec.

Specialties: Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management,...More

Financial Advisor serving Lousiana and the surrounding communities.

JPJ Investments

3201 Dee St
Shreveport, LA 71105
(318) 222-8999

Terry Sullivan

CLU, ChFC, CFP®

Financial Advisor

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

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

Raymond James Financial Services

One Galleria Blvd., Suite 735
Metairie, LA 70001
(800) 925-7632
(504) 837-1733 x108

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

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

Christopher W. Zink

CFP®, CIMA

Wealth Advisor

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

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

UBS

1100 Poydras St, Ste 900
New Orleans, LA 70163
(888) 289-4521
(504) 584-5675

Edward L. Shobe

CFP®, CLU®

Chairman

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

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

8280 YMCA Plaza Dr, Bldg #4
Baton Rouge, LA 70810
(800) 942-2777
(225) 291-0343

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

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

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

Alexandra Hassell

CFP®

Associate Wealth 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.

Hassell Wealth Management

300 Lafayette St, Ste 200
Houma, LA 70360
(985) 991-6534