Find a Financial Planner in
Within of
Within of

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

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

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

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

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

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

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, Ste A
Thibodaux, LA 70301
(985) 446-1159

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

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

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

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

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

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) 332-4257

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.

Goudeau Wealth Planning Group

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

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

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

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.

117 Fairgrounds Blvd.
Bush, LA 70431
(832) 724-9943

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

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

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

Stephen K. Hassell

CFP®

Project Coordinator

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

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

Hassell Wealth Management

300 Lafayette Street, Suite 200
Houma, LA 70360
(985) 746-3948

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

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

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

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

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

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

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

Gregory A. Walters

CFP®

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

Financial Advisor serving Lousiana and the surrounding communities.

Ameriprise Financial Adv

132 Rue Colette, Ste A
Thibodaux, LA 70301
(985) 446-1968