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58 Financial Planners in Lousiana
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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

1356B West Tunnel Blvd.
Houma, LA 70360
(985) 580-3322

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
+ 1 More Address

Pembroke Advisors, Inc.

117 Fairgrounds Blvd.
Bush, LA 70431
(800) 580-8507

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

Ken M. Hanes

CPA/PFS, CFP®, AIF®

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

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

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

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

Zainab M. Gandhi

CFP®

Assistant Vice President

Specialties:

Financial Advisor serving Lousiana and the surrounding communities.

The Shobe Financial Group

8280 YMCA Plaza Dr, Bldg 4
Baton Rouge, LA 70810

Harriet J. Brackey

CFP®

Portfolio Manager

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

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Iberia Wealth Advisors

IBERIA Wealth Advisors, 601 Poydras St., Suite 2075
New Orleans, LA 70130
(504) 310-7523

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
+1 More Number
(504) 837-1733 x108

Kevin Conley

CFP®, CRPC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking,...More

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Doubleday Conley, LLC

3501 N Causeway Blvd, Ste 420
Metairie, LA 70001
+ 1 More Address

Doubleday Conley, LLC

3501 N Causeway Blvd
Metairie, LA 70002
(504) 679-0044

Shaun A. Burns

CFP®

Managing Director-Investments

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Retirement

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

Wells Fargo Advisors, LLC

7054 Jefferson Hwy #2
Baton Rouge, LA 70806
(800) 284-6412
+1 More Number
(225) 929-8423

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
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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

James C. Bayard

CFP®, RICP®, AIF®

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.

6513 Perkins Rd., Suite 106
Baton Rouge, LA 70808
(225) 709-0703
CONNECT WITH James
  • linkedin link

Alexandra Hassell

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Lousiana and the surrounding communities.

Hassell Wealth Management

300 Lafayette St, Ste 200
Houma, LA 70360
(985) 868-9881
CONNECT WITH Alexandra
  • facebook link
  • twitter link
  • linkedin link

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
+1 More Number
(985) 893-1440 x102
CONNECT WITH Scott
  • facebook link
  • linkedin link

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

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

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 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

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

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
+1 More Number
(225) 763-7010

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
+1 More Number
(504) 613-2232

Todd A. Hymel

CFP®, AAMS®

Financial Advisor

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

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

Edward Jones

11281 Old Hammond Hwy, Ste C
Baton Rouge, LA 70816-8405
(225) 272-5736

Joseph R. Brown

CFP®, CFS, APMA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Lousiana and the surrounding communities.

Joseph R. Brown

6719 Perkins Rd
Baton Rouge, LA 70808
(225) 215-3200

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

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.

411 Rue Charlotte
Madisonville, LA 70447
+ 1 More Address

2051 East Gause Blvd.
Slidell, LA 70461