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56 Financial Planners in Lousiana
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Joseph G. Descant, III

CFP®

Managing Member

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

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

Descant Financial Partners, LLC

PO Box 12427
Alexandria, LA 71315-2427
(318) 445-1666

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

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

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 Financial Group

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

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

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.

Darnall Sikes Wealth Partners

1101 E Admiral Doyle Dr Ste 106
New Iberia, LA 70560
(337) 359-4379

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

Gregory A. Walters

CFP®, APMA®, MBA

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

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

Ameriprise Financial

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

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

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

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

Jerold M. Matherne

CFP®

Executive Director

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, Fl 6
Baton Rouge, LA 70801-1739
(225) 332-4259

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

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

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

Mike Turi

CFP®, APMA®

Founder, Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Financial Advisor serving Lousiana and the surrounding communities.

2831 Saint Claude Ave
New Orleans, LA 70117-7224
(504) 386-3856

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

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

John D. Strother

CFP®, AIFA

Financial Advisor

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

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

Darnall Sikes Wealth Partners LLC

108 Ducharme Ct
Lafayette, LA 70503
+ 1 More Address

Darnall Sikes Wealth Partners LLC

2000 Kaliste Saloom Road
Lafayette, LA 70508-6180

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, Suite 420
Metairie, LA 70002
+ 1 More Address

Doubleday Conley, LLC

3501 N Causeway Blvd
Metairie, LA 70001
(504) 832-3006

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