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Ron M. Chapoton

CFP®

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

Financial Advisor serving Lousiana and the surrounding communities.

2002 20th St, Ste A102
Kenner, LA 70062-4405
(504) 466-3086

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

Carolyn G. Stolz

CFP®, CLU, CHFC

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

1 Galleria Blvd, Suite 1620
Metairie, LA 70001-7533
(504) 837-2019

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

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

David J. Romagosa, Sr.

CFP®

President

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

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

Cornerstone Financial Group, Inc.

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

Ken M. Hanes

CPA/PFS, CFP®, AIFA®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving Lousiana and the surrounding communities.

CHF Wealth Management, LLC

201 Rue Iberville, Ste 710
Lafayette, LA 70508
(337) 232-6170 x110

Joseph P. Cunningham, Jr.

CFP®

President

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

Financial Advisor serving Lousiana and the surrounding communities.

Cunningham Financial Group

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

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

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

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

Corey P. Luckett

CFP®, AIF®

Vice President

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

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 70605-5900
(337) 562-9500
CONNECT WITH Douglas
  • facebook link
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James C. Bayard

CFP®, RICP®, AIF®

LPL Financial Planner

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

Jerold M. Matherne

CFP®

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Banking, Career...More

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

JP Morgan

451 Florida St, Floor 6
Baton Rouge, LA 70801
(225) 332-4259

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

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

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

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
  • facebook link
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Jeanine Cazaubon

CFP®

Senior Financial Advisor

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

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Services, Inc.

645 Lotus Dr N, Suite B
Mandeville, LA 70471
(985) 626-7526

Linda Laborde Deane

CFP®,CRC,AIF

President

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, Suite 2065
New Orleans, LA 70163
(800) 546-2345
(504) 582-2345
CONNECT WITH Linda
  • facebook link
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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

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

Donovan Davis

CFP®

Specialties:

Financial Advisor serving Lousiana and the surrounding communities.

Reed Davis Investment Group

812 Versailles Blvd.
Alexandria, LA 71303
(800) 465-8540
(318) 473-0116

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

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

Kevin Conley

CFP®, CRPC

Financial Advisor

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

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Doubleday Conley, LLC

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

Megan Feulner-Hauser

Financial Planner

AFA

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

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

RoseStone Financial Group

403 Dalzell St.
Shreveport, LA 71105

RoseStone Financial Group

7330 Fern Ave. Suite 1001
Shreveport, LA 71105
3184584864
CONNECT WITH Megan
  • facebook link
  • linkedin link