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TOP 30 Comprehensive estate planning in Louisiana
211 results found
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Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on wealth management, retirement planning, and estate planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how Morgan Stanley Financial Advisors can help you reach your financial goals.
Darnall Sikes Wealth Partners LLC
Darnall Sikes Wealth Partners LLC is a reputable finance institution located at 1101 East Admiral Doyle Drive in New Iberia, Louisiana, United States. With a focus on providing comprehensive wealth management services, the team at Darnall Sikes Wealth Partners LLC is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or estate planning services, you can trust the experienced professionals at Darnall Sikes Wealth Partners LLC to provide personalized solutions tailored to your specific needs.
ProGen Financial Consulting, LLC
ProGen Financial Consulting, LLC is a leading finance institution located at 2750 Lake Villa Drive in Metairie, Louisiana, United States. Our team of expert financial consultants offers personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. With a focus on excellence and integrity, we provide a wide range of services including investment management, retirement planning, estate planning, and tax strategies. Trust ProGen Financial Consulting, LLC to guide you towards a secure and prosperous financial future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.
TruWealth Advisors, LLC
TruWealth Advisors, LLC is a finance institution located at 2700 Lake Villa Drive, Metairie, Louisiana, United States. Committed to accessibility, TruWealth Advisors ensures its website meets all applicable standards for everyone. Specializing in estate planning, their advisors work with clients to design personalized plans that safeguard assets and values. Lead by Charles Simmons, a top independent advisor, the team includes experienced professionals like Cory Faucheux, Chris Hitzman, David Mire, Wesley Bouler, William Maisano, Erin Vasseur, and Ray Cesta. With a focus on comprehensive financial planning, wealth preservation, and retirement strategies, the team at TruWealth Advisors is dedicated to serving clients and their unique needs. Whether it's crafting estate plans or managing investments, the team is committed to helping clients achieve their financial goals.
OSAIC Wealth Inc.
OSAIC Wealth Inc. is a finance institution located at 414 Clearview Parkway in Metairie, Louisiana, United States. We specialize in providing comprehensive wealth management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial futures. Our team of experienced professionals offers personalized financial planning, investment management, retirement planning, and estate planning services to help our clients build and preserve their wealth. At OSAIC Wealth Inc., we are committed to delivering exceptional service and tailored solutions to meet the unique needs of each client. Contact us today to schedule a consultation and start planning for a brighter financial future.
DDunbar financial Group Inc
DDunbar Financial Group Inc is a leading financial institution located at 145 Allen Toussaint Boulevard in the vibrant city of New Orleans, Louisiana. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, DDunbar Financial Group Inc is your trusted partner in navigating the complexities of the financial world. Visit us today to discover how we can help you secure your financial future.
DW Huff Consulting
DW Huff Consulting is a premier accounting and finance institution located at 210 West Judge Perez Drive in Chalmette, Louisiana, United States. We specialize in providing tailored tax and financial planning services to meet the diverse needs of business owners, real estate investors, freelancers, and stock traders. Our team of experts is dedicated to helping you optimize your financial performance, minimize tax liabilities, and achieve your specific goals. At DW Huff Consulting, we understand the complexities of tax regulations and offer expertise in tax strategies specific to property investments and complex investment tax regulations. Our services are designed to help you navigate capital gains, losses, and real estate tax regulations with ease, ensuring compliance and informed decision-making.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 601 Poydras Street in New Orleans, Louisiana, is a leading finance institution offering a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions in both stable and volatile markets. They provide financial strategies based on years of wealth management knowledge, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. They also engage in volunteerism and charitable outreach to support local communities. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help clients pursue their financial goals.
Edward Jones - Financial Advisor: Fernando Rugerio
At Edward Jones - Financial Advisor: Fernando Rugerio, located at 2319 Line Avenue in Shreveport, Louisiana, you can trust in expert financial guidance and personalized investment strategies. Our dedicated team led by Fernando Rugerio is committed to helping you achieve your financial goals and secure your financial future. With a focus on building long-term relationships and providing tailored solutions, we strive to empower our clients to make informed decisions and navigate the complexities of the financial world with confidence. Visit us today to start your journey towards financial success.
Ryan Thompson - Ameriprise Financial Services, LLC
Ryan Thompson - Ameriprise Financial Services, LLC is a finance institution located at 6105 Line Avenue, Shreveport, Louisiana, United States. The institution offers a range of certifications and designations for financial professionals, including 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®, CERTIFIED FINANCIAL PLANNER™, 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 areas such as asset management, retirement planning, estate planning, investment analysis, and more. The institution is committed to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.
Megan Feulner-Hauser - Financial Advisor, Ameriprise Financial Services, LLC
Megan Feulner-Hauser, a financial advisor at Ameriprise Financial Services, LLC, located at 6105 Line Avenue in Shreveport, Louisiana, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Megan is equipped to assist individuals with asset management, estate planning, retirement planning, investment strategies, and insurance products. She is also trained in behavioral finance and specializes in working with seniors, those planning for retirement, and clients with high net worth. Additionally, Megan is a Certified Divorce Financial Analyst and holds the Chartered Financial Analyst® designation. With a commitment to excellence and a focus on comprehensive financial planning, Megan Feulner-Hauser is dedicated to helping clients achieve their financial goals.
Christopher Steinsholt - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Steinsholt is a Financial Advisor at Ameriprise Financial Services, LLC located at 6105 Line Avenue in Shreveport, Louisiana, United States. He holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Christopher Steinsholt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Nicholas Hammond - Associate Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Hammond is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. Nicholas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®. With a focus on providing comprehensive financial planning services, Nicholas is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Nicholas Hammond is committed to providing expert advice and guidance to help you make informed decisions.
Ryan Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Ryan Thompson is a Financial Advisor at Ameriprise Financial Services, LLC located at 6425 Youree Drive in Shreveport, Louisiana, United States. Ryan holds various certifications including 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®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan Thompson provides comprehensive financial services to individuals and small business owners. Ryan is dedicated to upholding a high standard of ethics and continuously enhancing his knowledge and skills to better serve his clients.
Kevin Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kevin Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. Kevin Murphy holds various certifications and designations including 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®, CERTIFIED FINANCIAL PLANNER™, 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 a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Kevin Murphy is dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on meeting the unique needs of each client.
Christopher Murphy - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Murphy is a Financial Advisor at Ameriprise Financial Services, LLC located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. Christopher Murphy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, estate planning, retirement planning, and fiduciary practices. Christopher Murphy is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and continuously expanding his knowledge in the field of finance. Contact Christopher Murphy today for expert financial advice tailored to your specific needs.
First Command Financial Advisor - Stanley Sutton
First Command Financial Advisor - Stanley Sutton is a finance institution located at 1325 Barksdale Boulevard in Bossier City, Louisiana, United States. This institution offers financial services to clients, including financial planning, investment advice, and wealth management. The institution operates with integrity and transparency, as evidenced by the voluntary testimonial provided by a satisfied client. First Command has not provided any compensation to the client for the testimonial, ensuring that it is an unbiased and genuine reflection of the client's experience. While the testimonial may not be indicative of every client's experience, it serves as a testament to the high level of service and expertise provided by First Command Financial Advisor - Stanley Sutton.
Maureen O'Neal - Private Wealth Advisor, Ameriprise Financial Services, LLC
Maureen O'Neal - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 738 North Ashley Ridge Loop, Shreveport, Louisiana, United States. Maureen O'Neal holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Maureen O'Neal provides expert advice and guidance to help clients achieve their financial goals. Whether you are looking for assistance with investments, estate planning, or retirement planning, Maureen O'Neal - Private Wealth Advisor is dedicated to providing personalized solutions to meet your needs.
Merrill Lynch Financial Advisor Brett S Schoonover
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.
Edward Jones - Financial Advisor: Lora C Slack
Edward Jones - Financial Advisor: Lora C Slack is a reputable financial institution located at 1937 B East 70th Street in Shreveport, Louisiana, United States. As a trusted financial advisor, Lora C Slack provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Lora C Slack is dedicated to providing top-notch financial guidance and support to individuals and families in the Shreveport area.
Chad Boisseau - Financial Advisor, Ameriprise Financial Services, LLC
Chad Boisseau - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6105 Line Avenue, Shreveport, Louisiana, United States. Chad Boisseau holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Chad Boisseau is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Chad Boisseau is committed to helping clients achieve their financial goals.
Tanner Murphy - Financial Advisor, Ameriprise Financial Services, LLC
Tanner Murphy, a Financial Advisor at Ameriprise Financial Services, LLC, located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, offers a wide range of financial services to meet the needs of individuals and businesses. Tanner Murphy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. With a commitment to ethical practices and continued education, Tanner Murphy provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Tanner Murphy is dedicated to providing comprehensive and professional financial guidance.
Sara Whetstone - Ameriprise Financial Services, LLC
Sara Whetstone - Ameriprise Financial Services, LLC is a finance institution located at 6105 Line Avenue in Shreveport, Louisiana, United States. As the 2023 Recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase. Our team provides personalized investment recommendations based on your goals and risk tolerance, regularly reviewing and adjusting your portfolio as needed. You can easily access your accounts and track your progress towards your goals from any device. We believe in providing trustworthy advice that is tailored to your individual needs and goals. Sara Whetstone is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. We offer complimentary initial consultations to discuss how we can help you achieve financial success. Please note that while the initial consultation provides an overview of financial planning concepts, you will not receive written recommendations.
Cody King - Private Wealth Advisor, Ameriprise Financial Services, LLC
Cody King - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 738 North Ashley Ridge Loop, Shreveport, Louisiana, United States. Cody King holds multiple certifications, including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Cody King specializes in providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a strong focus on ethics and continuing education, Cody King is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are in need of retirement planning, estate planning, investment management, or insurance advice, Cody King - Private Wealth Advisor, Ameriprise Financial Services, LLC is here to assist you with personalized and comprehensive financial solutions.
James Valente - Associate Financial Advisor, Ameriprise Financial Services, LLC
James Valente is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. James holds various certifications including 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 a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, James Valente is committed to helping clients achieve their financial goals and secure their financial future.
Jordon Davisson - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jordon Davisson is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 738 North Ashley Ridge Loop, Shreveport, Louisiana, United States. Jordon holds multiple certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Jordon's expertise in asset management, investment strategies, estate planning, retirement planning, and more. Jordon is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and ongoing education, Jordon is committed to helping clients achieve their financial goals and secure their financial future.
Chad Hauser - Associate Financial Advisor, Ameriprise Financial Services, LLC
Chad Hauser is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6105 Line Avenue in Shreveport, Louisiana, United States. Chad holds various certifications including 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Chad's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Chad is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients.
Cowan Financial Services
Cowan Financial Services is a reputable finance institution located at 205 West Alabama Avenue in Ruston, Louisiana, United States. Our team of experienced financial professionals is dedicated to providing personalized and comprehensive financial services to individuals and businesses. Whether you need assistance with retirement planning, investment management, or estate planning, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Michael Upton - Financial Advisor, Ameriprise Financial Services, LLC
Michael Upton is a Financial Advisor at Ameriprise Financial Services, LLC located at 207 Ansley Boulevard in Alexandria, Louisiana, United States. He holds various certifications 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Michael Upton is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and military personnel.
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