TOP 30 Benefits of wealth management in Louisiana

19 results found

Merrill Lynch Wealth Management, located at 445 North Boulevard in Baton Rouge, Louisiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is well-equipped to help clients navigate through changing market conditions and address their financial challenges and opportunities. The branch's advisors provide tailored financial strategies based on years of combined wealth management expertise. Beyond wealth planning, they offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. By collaborating with outside professionals like accountants and tax attorneys, Merrill Lynch ensures a comprehensive approach to financial management.

Benefit Planning Group is a finance and insurance agency located at 2817 Athania Parkway in Metairie, Louisiana, United States. Since 1984, we have been providing investment advisory services, insurance products, estate planning, retirement strategies, and employee benefit plans to clients in the New Orleans area. Our mission is to create and maintain wealth for our clients through effective asset management, personalized service, and professional advice. Our team, including Lenny Nelson, Patrick Taylor, Tom Meyer, and Ed d'Hemecourt, is dedicated to helping clients set and achieve their financial goals. We are affiliated with LPL Financial and Strategic Financial Concepts, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Strategic Financial Concepts, LLC. Our Registered Representatives can only conduct securities business with residents of AL, LA, MS, NC, and TX. Visit our website to watch informative videos and learn more about our services.

Bellingrath Wealth Management & Employee Benefits is a premier financial, health, and insurance agency located at 6065 Magazine Street in the vibrant city of New Orleans, Louisiana, United States. With a team of dedicated professionals, we specialize in providing comprehensive wealth management services and employee benefits solutions to individuals and businesses alike. Our mission is to help our clients achieve financial security and peace of mind through personalized strategies tailored to their unique needs and goals. Contact us today to learn more about how we can assist you in securing your financial future.

Hubbell Strickland Wealth Management is a finance institution located at 1100 Poydras Street, New Orleans, Louisiana, United States. They offer a wide range of services including Investment Planning, Retirement Planning, Estate Planning, Tax Planning, Generational Financial Planning, College Planning, Executive Benefit Review, Business Services, Income Generating Strategies, Cash-Flow Planning, and Risk Management. The institution prides itself on their expertise, experience, and trust when developing investment strategies for their clients. They are not tied into any outside investment management group, allowing them to suggest investment approaches that are truly appropriate for their clients. Their staff holds various professional designations such as Certified Financial Planner®, Chartered Financial Analyst, attorney, and MBA, providing a strong foundation for their practice.

Longbridge Wealth Management, located at 4319 Bluebonnet Boulevard in Baton Rouge, Louisiana, is a finance institution dedicated to helping clients pursue their investment goals with sound financial strategies. We believe in providing personalized, tailored plans for each individual, as we value lasting, meaningful, and open relationships with our clients. At Longbridge Wealth Management, we understand that you have worked hard for your money and should feel confident in your investment choices as you plan for your financial future. Whether you are creating a retirement plan, managing your investments, or looking for insurance options, we are here to offer financial guidance and support.

Assurance Tax & Accounting Group, located at 8676 Goodwood Boulevard in Baton Rouge, Louisiana, offers a wide range of accounting and finance services to individuals and businesses in various industries. Our team is dedicated to helping clients maximize their tax returns and deductions, ensuring that their financial information is accurate and organized. We are committed to providing quality professional services that add value to our clients, going above and beyond to ensure their satisfaction. With ATAG, clients can expect first-class service and peace of mind knowing that their information is handled correctly the first time. Our staff brings a diverse set of skills to the table, working collaboratively to benefit our clients and community. We believe in giving back to the community and helping those in need, while also providing education and training opportunities for the next generation. Whether you need help with tax preparation, financial planning, or wealth management, ATAG is here to assist you every step of the way. Click the link below to see how our services can benefit you and your business.

Higginbotham - Lafayette is a reputable insurance agency located at 201 Energy Parkway in Lafayette, Louisiana, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the unique needs of their clients. Their experienced team of professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Higginbotham - Lafayette is the trusted choice for all your insurance needs.

Dal Earnest, New York Life is an insurance agency located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. They offer permanent policies with guaranteed death benefits and cash value growth, as well as long-term customizable coverage that can be tailored to fit your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to illness or injury, and providing professionally managed investments with market potential. They also offer guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they aim to provide personalized solutions to help individuals and families thrive financially. Dal Earnest, New York Life is committed to giving back to the community through charitable initiatives and supporting various causes such as bereavement, education, and workplace programs. They have been in the business since 1845 and have a strong reputation for financial stability, accountability, and service excellence. Their diverse and inclusive workforce reflects the communities they serve, and they strive to make a positive impact on society through their philanthropic efforts. With a focus on community engagement and social responsibility, Dal Earnest, New York Life aims to help individuals and families achieve financial security and peace of mind.

Jim Haas: Primerica - Financial Services is an insurance agency located at 4200 South I-10 Service Road West in Metairie, Louisiana. With a focus on providing comprehensive financial services, Jim Haas and his team at Primerica are dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, they are committed to offering personalized solutions tailored to your specific needs. Contact Jim Haas: Primerica - Financial Services today to start building a strong financial foundation for tomorrow.

Financial Care Associates is a leading finance institution located at 205 Fairburn Avenue in Benton, Louisiana, United States. Our dedicated team of professionals is committed to providing personalized financial services and solutions to help our clients achieve their financial goals. Whether you are looking for assistance with budgeting, investing, retirement planning, or any other financial need, our experts are here to help. With a focus on integrity and trust, Financial Care Associates is the perfect partner for all your financial needs.

Merrill Lynch Financial Advisor Brett S Schoonover, located at 401 Edwards Street, Shreveport, Louisiana, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, the institution helps clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to navigate the changing market conditions. The team of advisors at Merrill Lynch aims to work closely with clients, helping them evaluate choices and make informed decisions to pursue their goals. As life evolves and priorities shift, the institution provides a personalized investment approach tailored to each individual's needs. Through in-depth conversations and the Investment Personality Assessment, Merrill advisors gain a deeper understanding of clients' goals and preferences, offering customized financial plans. With access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions, clients can benefit from a comprehensive approach to wealth management.

First Command District Advisor - Jerad Houser is a finance institution located at 1325 Barksdale Boulevard, Bossier City, Louisiana, United States. This institution provides financial services through a team of dedicated Financial Advisors supervised by the District Advisor. A testimonial from a Financial Advisor is shared on their webpage to help potential recruits determine if a career as a Financial Advisor is a good fit for them. The testimonial is voluntary and not an advertisement for First Command's products or services. First Command does not discriminate in recruiting based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All information provided by potential recruits will be reviewed carefully, but submission of an Advisor application does not guarantee entry into a Financial Advisor/Agent Agreement with First Command.

Merrill Lynch Financial Advisor Jordan M. Chauvin is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Jordan Chauvin is a Wealth Management Advisor who graduated from Louisiana State University and is committed to helping clients achieve their financial goals. Supported by a team of experienced professionals, including Registered Senior Wealth Management Client Associates Magen Smith and Jessica Cavanaugh, Merrill Lynch offers personalized financial solutions tailored to each client's unique needs. From retirement planning to investment strategies, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of the financial world and achieve their goals. With a focus on understanding each client's priorities and goals, Merrill Lynch provides personalized advice and guidance to help clients plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or plan for other life events, Merrill Lynch is here to help you every step of the way. With access to the resources of Merrill Lynch and Bank of America, clients can benefit from comprehensive financial solutions and personalized investment strategies. Certified by CFP Board, CIMA, and ChFC, the team at Merrill Lynch is committed to providing clients with the highest level of expertise and service. Contact Merrill Lynch Financial Advisor Jordan M. Chauvin today to start planning for your financial future.

LPL Financial is a finance institution located at 1707 Chantilly Drive in LaPlace, Louisiana, United States. As a leading provider of investment and wealth management services, LPL Financial offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced financial advisors, LPL Financial is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for college, or investing for the future, LPL Financial is committed to helping you build a secure financial future.

Stall L'Hoste Investment Services is a reputable finance institution located at 2439 Manhattan Boulevard in Harvey, Louisiana, United States. With a team of experienced professionals, we offer a wide range of investment services to help our clients achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or secure your financial future, our experts are here to provide personalized solutions tailored to your needs. Trust Stall L'Hoste Investment Services to guide you towards a brighter financial future.

KPMG is a global institution located at 301 Main Street in Baton Rouge, Louisiana, United States. Specializing in accounting and finance, KPMG is known for creating a caring, inclusive, Purpose-led and Values-driven culture. They work with asset management firms, from institutional investors to wealth management, helping them make bold decisions for future success. From the world’s largest banks to fintech companies, KPMG helps create a future that is interconnected, secure, and frictionless for clients. They also assist in tackling difficult issues in the energy sector, understanding the operations of the public sector, and transforming biotechnology, pharmaceutical, and medical device corporations. KPMG is committed to serving the public interest by providing objective assurance over data that investors rely on. They help businesses navigate compliance demands and complex changes, creating lasting value and responsible growth. Entrepreneurs can benefit from KPMG's expertise at every stage of their business. By signing up, individuals can access personalized content, viewpoints from KPMG leaders, and subject matter experts worldwide. KPMG International Limited is a private English company limited by guarantee and does not provide services to clients. For more information about KPMG's structure, visit their website.

New York Life, located at 636 Gause Boulevard in Slidell, Louisiana, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Whether you need help with everyday tasks, income replacement due to illness or injury, or assistance with financial planning, New York Life has solutions to meet your needs. With professionally managed investments, low-fee bundled investment options, and guidance on creating a personalized investment strategy, New York Life can help you plan for your future financial needs. They also offer insurance options for employees, executives, business owners, and more, as well as support for bereavement, education, workplace initiatives, and charitable giving.

Northwestern Mutual is a leading finance and insurance agency located at 1135 Fremaux Avenue in Slidell, Louisiana. With a strong reputation for providing comprehensive financial planning and insurance solutions, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Northwestern Mutual are committed to providing personalized and tailored solutions to meet your individual needs. Contact Northwestern Mutual today to start building a secure financial future.

Wealthcare Services, located at 1978 North Highway 190 in Covington, Louisiana, is a finance institution that believes in crafting personalized financial plans for each client. Just as a skilled craftsman uses tools to build a home, our independent advisors use their expertise to help you achieve your financial goals. Wealth is not just about how much money you have, but about how you manage and plan for the future. Our advisors will work with you to create a strategic investment plan that aligns with your goals, providing honest and realistic forecasting for your assets. By developing a meaningful relationship with our clients, we help you chart a path towards financial success and peace of mind. Our goal is to assist you in reaching your monetary goals and ensuring that your loved ones receive what you want them to have. Investment Advisory Services are offered through Cambridge Investment Research Advisors, Inc. (CIRA), and Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA and SIPC.