401k plans in Baton Rouge, Louisiana
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Baton Rouge CPA | CMR Associates, LLC
● ClosedBaton Rouge CPA | CMR Associates, LLC is a leading accounting and finance institution located at 2900 Westfork Drive in Baton Rouge, Louisiana, United States. Specializing in tax accounting, payroll services, 401(k) management, business valuation, consulting, and financial planning, CMR Associates is dedicated to helping clients navigate complex financial matters with expertise and precision. With a focus on accounting and automation, CMR Associates assists businesses in optimizing profitability and efficiency by addressing financial and operational challenges strategically. Their services include traditional accounting as well as innovative business consulting for real estate owners and professionals across the country, from New York to LA.
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AGM Benefit Solutions
● ClosedAGM Benefit Solutions is a trusted insurance agency located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana. Specializing in Voluntary Benefit Services, AGM has a reputation for increasing revenue for brokers and offering state-of-the-art enrollment and benefits administration solutions. The team at AGM, led by Adam and John, treats clients with the utmost care and professionalism, making them a valuable partner for any broker looking to enhance their services. With a focus on exceptional benefits that fit each individual team, AGM makes Open Enrollment a seamless and enjoyable process for all involved. Their expertise in voluntary benefits, enrollment technology, and year-round customer service makes them a top choice for businesses looking to provide a well-rounded benefits package. Contact AGM Benefit Solutions today at 1.844.707.3769 to learn more about their services and how they can benefit your business.
8550 United Plaza Blvd Suite 210, Baton Rouge, LA 70809, United StatesAdvertisements -
Kellie Dionne Mcfadden: Primerica - Financial Services
● OpenKellie Dionne Mcfadden: Primerica - Financial Services is an insurance agency located at 3636 South Sherwood Forest Boulevard in Baton Rouge, Louisiana. Our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you are looking for insurance coverage or investment opportunities, we are here to help you make informed decisions for your financial future. Contact us today to schedule a consultation and start planning for a secure tomorrow.
3636 S Sherwood Forest Blvd #500, Baton Rouge, LA 70816, United StatesAdvertisements -
Tiger Notary, LLC
● ClosedTiger Notary, LLC is a finance and lawyer institution located at 2563 Lydia Avenue in Baton Rouge, Louisiana, United States. They offer general notarizations for various documents such as affidavits, titles, powers of attorney, licensing forms, and lien waivers. The institution also provides services for General Power of Attorney, Limited Power of Attorney, Provisional Custody by Mandate, Simple Wills, Affidavits, and Certified/True Copies. They have unlimited notary contracts available for frequent services and can assist with LLC document preparation, estate planning, financial planning, retirement estate plans, and more. Tiger Notary, LLC offers Pro Se legal forms for various situations and can help with title transfers, family legal forms, business forms, and family estate forms without the need for expensive legal fees. They provide services for employer/employee benefits, public notary, business formation, 401k rollovers, annuities, insurance, real estate, stock market trading, and more. ADA accommodations are available upon request. Contact Tiger Notary, LLC today for all your notary and legal needs.
Perkins and Lydia) Behind Varsity Sports, 2563 Lydia Ave, Baton Rouge, LA 70808, United StatesAdvertisements -
Excel Finance
● ClosedExcel Finance is a reputable financial institution located at 9230 Florida Boulevard in Baton Rouge, Louisiana. Specializing in financial services, Excel Finance offers a range of solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Excel Finance is committed to providing personalized and efficient service to help clients achieve their financial goals. Whether you are looking for loans, investment advice, or financial planning, Excel Finance is here to help you excel in your financial endeavors.
9230 Florida Blvd suite a, Baton Rouge, LA 70815, United StatesAdvertisements -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. With a strong reputation in the financial industry, Charles Schwab offers a wide range of services including investment management, wealth management, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Charles Schwab is committed to providing top-notch financial services tailored to your individual needs.
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Heard Robins Cloud LLP
● OpenHeard Robins Cloud LLP is a prestigious law firm located at 9191 Siegen Lane in Baton Rouge, Louisiana. Specializing in a wide range of legal services, the firm is known for its dedication to providing top-notch representation and guidance to clients in need. With a team of experienced lawyers, Heard Robins Cloud LLP is committed to delivering exceptional results and achieving justice for their clients. Whether you are facing a personal injury case, need assistance with business law, or require legal advice in any other area, you can trust Heard Robins Cloud LLP to handle your case with professionalism and expertise. Contact them today to schedule a consultation and see how they can help you with your legal needs.
9191 Siegen Ln #7, Baton Rouge, LA 70810, United StatesAdvertisements -
Lincoln Financial Advisors
● ClosedLincoln Financial Advisors is a reputable finance institution located at 4608 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. With a team of experienced financial advisors, they provide personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Lincoln Financial Advisors can help guide you through the process with their expertise and knowledge. Trustworthy and reliable, they are dedicated to helping clients make informed decisions about their finances for a secure future.
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Merrill Lynch Financial Advisor Paul B Langston
● ClosedMerrill Lynch Financial Advisor Paul B Langston is a trusted finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals. Paul B Langston, as a financial advisor, brings years of experience and expertise to assist clients in making informed decisions about their investments, retirement planning, and wealth management. Whether you are looking to grow your portfolio or plan for the future, Merrill Lynch Financial Advisor Paul B Langston is committed to providing personalized financial solutions tailored to your specific needs.
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Retirement Capial Management
● ClosedRetirement Capital Management is a leading financial institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana. Specializing in retirement planning and investment management, our team of experienced professionals provides personalized financial solutions to help individuals and families achieve their long-term financial goals. As a full-service finance, insurance agency, and legal firm, we offer a comprehensive range of services to meet the diverse needs of our clients. Whether you are looking to grow your wealth, protect your assets, or plan for your future, Retirement Capital Management is dedicated to helping you secure a prosperous retirement. Contact us today to schedule a consultation and start building your financial future with confidence.
8550 United Plaza Blvd #702, Baton Rouge, LA 70809, United StatesAdvertisements -
Schexnayder Wealth Advisors
● ClosedSchexnayder Wealth Advisors is a leading finance institution located at 4137 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to offer expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future with Schexnayder Wealth Advisors.
4137 S Sherwood Forest Blvd suite 240, Baton Rouge, LA 70816, United StatesAdvertisements -
TriCoast Wealth Management
● ClosedTriCoast Wealth Management is a finance institution located at 17431 Jefferson Highway in Baton Rouge, Louisiana, United States. We offer personalized guidance for Individuals, Retirees, Physicians, businesses, and business owners. Our focus is on wealth creation, management, and preservation, with specialties including Wealth Management and Consolidation, 401k Rollover Services, and Insurance. Our professional background can be checked on FINRA's BrokerCheck. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our representative may discuss and transact securities business with residents of LA, AR, KS, TX, WA, FL, and MD.
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Lincoln Financial Group
● OpenLincoln Financial Group is a finance institution located at 5536 Superior Drive in Baton Rouge, Louisiana, United States. As a leading provider of financial services, Lincoln Financial Group offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a focus on customer service and innovation, Lincoln Financial Group is committed to helping their clients secure their financial futures.
5536 Superior Dr F, Baton Rouge, LA 70816, United StatesAdvertisements -
Edward Jones - Financial Advisor: Grant R Myers, CRPC™
● ClosedEdward Jones - Financial Advisor: Grant R Myers, CRPC™ is a reputable financial institution located at 2031 Perkins Road in Baton Rouge, Louisiana, United States. As a Certified Retirement Planning Counselor, Grant R Myers offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, Edward Jones provides a comprehensive approach to wealth management. Whether you are planning for retirement, saving for education, or seeking advice on estate planning, Grant R Myers and his team are dedicated to providing tailored solutions to meet your individual needs. Trust Edward Jones for reliable financial guidance and investment management services.
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Edward Jones - Financial Advisor: John R Spurlock
● ClosedEdward Jones - Financial Advisor: John R Spurlock is a trusted financial institution located at 4008 Hyacinth Avenue in Baton Rouge, Louisiana. Specializing in personalized financial planning and investment strategies, John R Spurlock and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and services to individuals and families in the Baton Rouge area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: John R Spurlock is here to help you every step of the way.
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Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBob Rivas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road, Baton Rouge, Louisiana, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, insurance products, investment strategies, and more. The institution is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs such as military personnel and families with special needs children.
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Edward Jones - Financial Advisor: Kathryn Traylor Johnson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Kathryn Traylor Johnson, CFP®|AAMS™ is a finance institution located at 4315 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. Kathryn Traylor Johnson is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) who provides personalized financial advice and services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is a trusted partner in wealth management and investment planning. Whether you are looking to save for retirement, plan for your children's education, or grow your assets, Kathryn Traylor Johnson is dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.
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Lumpkin Group, LLC. Debbie Lumpkin
● ClosedLumpkin Group, LLC. Debbie Lumpkin is a finance institution located at 8675 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. Specializing in financial services, Lumpkin Group, LLC. offers expert guidance and support in managing finances, investments, and wealth. With a focus on personalized service and tailored solutions, Debbie Lumpkin and her team strive to help clients achieve their financial goals and secure their financial future.
8675 Bluebonnet Blvd # B, Baton Rouge, LA 70810, United StatesAdvertisements -
Laura Adcock - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLaura Adcock is a financial advisor at Ameriprise Financial Services, LLC located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. With a focus on providing personalized financial advice, Laura Adcock helps clients navigate the complexities of the financial world. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to keep clients informed about their services. As a registered advisor, Laura Adcock can only conduct securities business in states where she is properly registered. The institution offers consultations to discuss clients' financial goals and provide an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they strive to help clients achieve their financial goals.
8201 Village Plaza Ct Ste 2B, Baton Rouge, LA 70810, United StatesAdvertisements -
Edward Jones - Financial Advisor: Wil Nabers
● ClosedEdward Jones - Financial Advisor: Wil Nabers is a trusted financial institution located at 14333 Perkins Road in Baton Rouge, Louisiana. As a seasoned financial advisor, Wil Nabers provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Wil Nabers can create a customized financial plan tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Wil Nabers is committed to helping clients secure their financial future.
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Leo Abel, CFP
● ClosedLeo Abel, CFP is a reputable finance institution located at 9270 Siegen Lane in Baton Rouge, Louisiana, United States. Specializing in financial planning and investment management, Leo Abel, CFP is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced Certified Financial Planners, clients can expect personalized service and expert advice to guide them towards a secure financial future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Leo Abel, CFP is committed to providing top-notch financial solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial success.
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Merrill Lynch Financial Advisor Brian M. Sartin
● ClosedMerrill Lynch Financial Advisor Brian M. Sartin is a reputable finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With years of experience and expertise in financial planning and investment management, Brian M. Sartin provides personalized financial advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Brian M. Sartin is dedicated to providing top-notch financial services tailored to your individual needs.
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Matt Edwards - Ameriprise Financial
● ClosedMatt Edwards - Ameriprise Financial is a finance institution located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana. As a branch of Ameriprise Financial, they offer a wide range of financial services including investment planning, retirement planning, wealth management, and insurance services. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Matt Edwards - Ameriprise Financial can provide the guidance and expertise you need to make informed financial decisions.
4610 Bluebonnet Blvd Suite A, Baton Rouge, LA 70809, United StatesAdvertisements -
Merrill Lynch Financial Advisor Ryan M. Malone
● ClosedMerrill Lynch Financial Advisor Ryan M. Malone is a reputable finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With a focus on providing expert financial advice and services, Ryan M. Malone and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Merrill Lynch Financial Advisor Ryan M. Malone is committed to providing personalized solutions tailored to your unique needs. With a strong reputation for professionalism and integrity, clients can trust in the expertise and guidance offered by this esteemed financial institution.
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Edward Jones - Financial Advisor: Jamie Lavigne, CFP®
● OpenEdward Jones - Financial Advisor: Jamie Lavigne, CFP® is a trusted financial institution located at 516 Moore Street in Baton Rouge, Louisiana, United States. As a Certified Financial Planner, Jamie Lavigne provides expert financial advice and planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Jamie Lavigne can help create a personalized financial plan tailored to your unique needs. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: Jamie Lavigne, CFP® is dedicated to helping clients navigate the complexities of the financial world with confidence.
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Merrill Lynch Financial Advisor Chelsea R Smith
● ClosedMerrill Lynch Financial Advisor Chelsea R Smith, located at 1800 City Farm Drive in Baton Rouge, Louisiana, is a finance institution dedicated to helping clients navigate the complexities of their financial lives. The David Robertson Smith Group at Merrill Lynch strives to provide personalized and comprehensive wealth management strategies, tailored to each client's unique circumstances. With over three decades of experience, the team has built strong relationships with a diverse group of successful individuals, including business owners, retirees, and families. The institution believes in taking a holistic approach to wealth management, viewing it as more than just numbers on a page. They understand that money can be challenging to navigate and are passionate about helping clients achieve their financial goals. The team at Merrill Lynch offers a range of solutions and premier customer service to meet the individual needs of each client.
1800 City Farm Dr Building Two, 1800 City Farm Dr, Baton Rouge, LA 70806, United StatesAdvertisements -
Edward Jones - Financial Advisor: Chris Baker
● ClosedEdward Jones - Financial Advisor: Chris Baker is a leading finance institution located at 14330 Wax Road in Baton Rouge, Louisiana, United States. As a trusted financial advisor, Chris Baker provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Chris Baker is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
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Edward Jones - Financial Advisor: Jimbo Walker
● OpenEdward Jones - Financial Advisor: Jimbo Walker is a reputable finance institution located at 8751 Sullivan Road in Baton Rouge, Louisiana, United States. With a focus on providing personalized financial advice and investment solutions, Jimbo Walker and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, save for your child's education, or build wealth, Edward Jones - Financial Advisor: Jimbo Walker offers comprehensive services tailored to your individual needs. Trustworthy, knowledgeable, and dedicated, Jimbo Walker is committed to guiding you towards financial success.
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Edward Jones - Financial Advisor: Jennifer B Barrett, CFP®|ChFC®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Jennifer B Barrett, CFP®|ChFC®|AAMS™|CRPC™ is a reputable finance institution located at 13702 Coursey Boulevard in Baton Rouge, Louisiana, United States. Jennifer B Barrett, a certified financial planner with multiple prestigious designations, provides expert financial advice and planning services to clients. Whether you are looking to invest, plan for retirement, or achieve other financial goals, Jennifer and her team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.
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Martin A. Navarro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMartin A. Navarro is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 9270 Siegen Lane in Baton Rouge, Louisiana. With a strong background in finance and a commitment to helping clients achieve their financial goals, Martin provides personalized financial planning services to individuals and families. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Martin A. Navarro can help you navigate the complex world of finance and make informed decisions. Contact Martin A. Navarro at Ameriprise Financial Services, LLC today to start planning for a secure financial future.
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