Design consultancy in Louisiana
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Merrill Lynch Financial Advisor Max Causey
● Closednot guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill Lynch Financial Advisor Max Causey, located at 401 Edwards Street in Shreveport, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals. With extensive experience in wealth management, Max works closely with clients to understand their unique needs and priorities. He offers personalized strategies to help clients pursue what is most important to them, whether it's planning for retirement, transferring wealth to the next generation, or navigating other financial challenges.
401 Edwards St, Shreveport, LA 71101, United States -
Royale Holdings Group
● ClosedRoyale Holdings Group is a reputable accounting and finance institution located at 333 Texas Street in Shreveport, Louisiana, United States. With years of experience, we specialize in helping clients prepare for the unknown while achieving their financial goals. As an independent financial services firm, we have access to a wide range of products to ensure you receive the right solutions tailored to your specific needs. Our proven finance strategies are designed to systemize your day-to-day transactions, provide tax solutions, and offer impartial guidance based on your individual goals. Whether you have questions or are ready to set up a meeting, we are here to help you discover the best path to your financial success.
333 Texas St Suite 603, Shreveport, LA 71101, United States -
Sunbelt Business Brokers of Shreveport
● ClosedSunbelt Business Brokers of Shreveport, located at 333 Texas Street in Shreveport, Louisiana, is a reputable institution specializing in finance and real estate agency services. Whether you are looking to buy a business or sell your own, Sunbelt Business Brokers can assist you every step of the way. They have a team of experienced professionals who can connect you with top SBA lenders for financing and ensure maximum value for your business sale. With a focus on confidentiality and ethical relationships, Sunbelt Business Brokers have successfully helped many business owners achieve their objectives. Utilizing cutting-edge valuation tools, they can provide you with a complimentary valuation for your business. Trust Sunbelt Business Brokers to guide you through the process of buying or selling a business and designing an exit strategy that ensures the best price and terms. Give them a call for a confidential consultation and take the first step towards achieving your business goals.
333 Texas St Suite 1300, Shreveport, LA 71101, United States -
Merrill Lynch Financial Advisor Nerine C Day
● ClosedMerrill Lynch Financial Advisor Nerine C Day, located at 401 Edwards Street, Shreveport, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals. With a team of experienced professionals supported by the global resources of Merrill, they provide personalized service and build strong client relationships based on trust. The institution has received recognition from Forbes for their exemplary client service, including being named to the "Best-in-State Wealth Management Teams" list in 2023 and 2024. The advisors at Merrill Lynch Wealth Management take the time to understand each client's unique needs and goals, designing customized wealth management approaches to help turn aspirations into reality. By combining investment insights from Merrill and banking solutions from Bank of America, they work with clients to address their financial needs and prepare for the future. Through conversations and careful planning, Merrill Lynch Financial Advisor Nerine C Day helps clients prioritize their goals and create strategies to manage, grow, and preserve their wealth for years to come.
401 Edwards St #600, Shreveport, LA 71101, United States -
Hey Erica Smith, Inc.
● ClosedHey Erica Smith, Inc. is a dynamic institution located at 333 Texas Street in Shreveport, Louisiana, United States. Specializing in all things design, online business creation, intentional sales strategy, and coaching for entrepreneurs and business owners looking to scale their business to six-figures and beyond, Hey Erica Smith, Inc. offers a range of resources and services to help you succeed in the digital world. The Geaux Getter Podcast, hosted by Erica Smith, covers topics such as marketing, motherhood, business, strategy, and spirituality, providing valuable insights and advice to kickstart your work-week. Additionally, HESU Online offers a sales marketing university for entrepreneurs and content creators seeking to grow their online business to multi-six figures.
333 Texas St, Shreveport, LA 71101, United States -
Terrell & Associates, LLC
● ClosedTerrell & Associates, LLC is a finance and insurance agency located at 625 West College Street in Lake Charles, Louisiana, United States. Our team of financial advisors has been serving the people of Louisiana for over 40 years, offering services such as investment management, retirement planning, life insurance, and tax strategies. We pride ourselves on being different and as an independent financial planning firm, we provide resources and information to help you reach your financial goals. Use our calculators to estimate income taxes, retirement costs, and more, and explore our up-to-date financial articles for additional information. Terrell & Associates is a team you can trust, whether you are starting a family, planning for retirement, or looking to leave a legacy. Securities and advisory services are offered through Centaurus Financial, Inc., a registered investment advisor and broker dealer. Please note that our services are intended for individuals residing in specific states (GA, LA, MN, TX) and we are not liable for any issues arising from accessing third-party websites linked on our site. Qualifying membership in the MDRT is based on commission and business generated within a year, and each status designation is granted annually. Contact us to learn more about how we can help you achieve your financial goals.
625 W College St, Lake Charles, LA 70605, United States -
Oak Capital Financial Advisors
● ClosedOak Capital Financial Advisors is an independent financial advisory firm located in Port Allen, Louisiana. We are committed to always acting in the best interests of our clients, following the fiduciary standard. Our team is reliable and responsive, providing comprehensive financial planning services in a welcoming, family-friendly environment. We believe in educating both ourselves and our clients to develop strong wealth management strategies that help our clients achieve their financial goals. Our client base is diverse, ranging from plant workers to small business owners, pre-retirees to retirees, and high net worth individuals.
4463 LA-1 Suite L, Port Allen, LA 70767, United States -
Merrill Lynch Financial Advisor Mills McClendon
● ClosedMerrill Lynch Financial Advisor Mills McClendon, located at 445 North Boulevard in Baton Rouge, Louisiana, is a distinguished finance institution with over 60 years of experience in helping clients preserve and grow their wealth. The institution, known as McClendon Wealth Management, offers personalized financial strategies to align with individual goals and priorities, whether it's retirement planning, education planning, or legacy planning. The team, supported by the global resources of Merrill and Bank of America, is committed to building strong client relationships based on trust and personalized service. The institution's advisors have received recognition for their exemplary client service, setting the standard for wealth management teams. They offer personalized investment strategies tailored to address individual needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Merrill Lynch Financial Advisor Bryan S. McClendon
● ClosedMerrill Lynch Financial Advisor Bryan S. McClendon is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. With over 60 years of combined experience, the McClendon Wealth Management team is dedicated to helping clients preserve and grow their wealth while supporting their evolving lifestyle needs. They work closely with clients, as well as their tax advisors and legal counsel, to create tailored financial strategies that align with their life priorities. The institution offers services such as retirement planning, education planning, philanthropic gifting, and legacy planning. By understanding clients' goals, risk tolerance, and concerns, the team at McClendon Wealth Management develops personalized financial approaches to help clients achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, clients can expect comprehensive financial support.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Merrill Lynch Financial Advisor Donald Newton
● ClosedMerrill Lynch Financial Advisor Donald Newton, located at 445 North Boulevard in Baton Rouge, Louisiana, is dedicated to providing insights, observations, and ideas to help you achieve your financial goals. As a Senior Financial Advisor, Donald Newton offers a range of services including tailored investment and wealth planning, tax-efficient wealth transition, and personal and corporate liquidity and financing solutions. With a background in Economics and an MBA from Tulane University, Donald has been serving clients in the financial services industry since 1991. He believes in a comprehensive approach to managing wealth, focusing on understanding your needs and helping you achieve your goals in all aspects of your life. By listening carefully and asking thoughtful questions, Donald designs personalized plans to help you pursue your financial aspirations while managing investment risk. Through Merrill Lynch Wealth Management, Donald has access to investment insights and banking solutions to address your financial needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Donald is committed to helping you achieve your goals. With a focus on building a one-on-one relationship with each client, Donald strives to provide personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor Donald Newton to start your journey towards financial success.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Franklin Associates LLC
● ClosedFranklin Associates LLC is a management consulting and communications firm located at 250 South Foster Drive in Baton Rouge, Louisiana. Established in 2005, Franklin Associates has strong relationships in Louisiana and throughout the southeast region. As a Certified Minority Business Enterprise (MBE), we offer a range of services including community engagement, training, and meeting facilitation. Our in-house training and meeting facility can accommodate up to 300 people, making it a great option for public meetings and events. We pride ourselves on our quality and innovative approach to community engagement, as evidenced by our work on the Just Imagine SWLA 50-year Resilience Master Plan process. Our team is creative, flexible, and collaborative, ensuring that messaging is clear and engaging for all stakeholders.
250 S Foster Dr, Baton Rouge, LA 70806, United States -
MATTHEW JAMES Tax & Wealth Management
● ClosedMATTHEW JAMES Tax & Wealth Management is a finance institution located at 1011 Coolidge Street in Lafayette, Louisiana, United States. At Matthew James, we believe in helping our clients live life to the fullest and create everlasting memories, which are the true riches of retirement. Our team specializes in designing personalized financial strategies for retirees and pre-retirees, ensuring a happy and secure retirement for our clients. We offer advanced tax strategies to minimize your tax burden and optimize your retirement income. Our Deferred Tax Strategy™ can help decrease or defer capital gains taxes, putting your hard-earned money back in your pocket. With a customized retirement financial strategy incorporating Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and Risk Management, we are dedicated to helping you achieve your financial goals and live the lifestyle you deserve.
1011 Coolidge St, Lafayette, LA 70503, United States -
Merrill Lynch Financial Advisor David Eddy
● ClosedMerrill Lynch Financial Advisor David Eddy, located at 900 South College Road in Lafayette, Louisiana, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, David Eddy can help you navigate changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, David Eddy upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan can be created centered around your aspirations and priorities. By getting to know you and your family, David Eddy can help you make informed financial decisions, whether it's planning for retirement, saving for a home, or passing wealth to future generations. With a focus on understanding your investing preferences and goals, David Eddy can customize a financial approach designed to help you achieve what matters most to you. Regular check-ins and adjustments to your financial plan ensure that your approach reflects changes in your life and goals. Let David Eddy and Merrill Lynch Wealth Management help you pursue your financial aspirations and navigate the complexities of the financial markets.
900 S College Rd #105, Lafayette, LA 70503, United States -
John A. Boudreaux, CFP
● ClosedJohn A. Boudreaux, CFP is a finance institution located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. They offer a range of certifications and designations to their advisors, 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 variety of financial planning topics, including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at John A. Boudreaux, CFP are dedicated to providing expert financial advice to individuals and businesses, with a focus on meeting the unique needs of each client.
1921 Kaliste Saloom Rd Ste 205, Lafayette, LA 70508, United States -
Rufus Cressend - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRufus Cressend - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, 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 and provide professionals with the knowledge and tools needed to help clients achieve their financial goals.
3939 N Causeway Blvd #401, Metairie, LA 70002, United States -
TruWealth Advisors, LLC
● ClosedTruWealth 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.
2700 Lake Villa Dr Suite 200, Metairie, LA 70002, United States -
A More Certain Path
● Closed"A More Certain Path" is a finance institution located at 1 Galleria Boulevard, Metairie, Louisiana, United States. We offer accessible, affordable, and convenient virtual financial planning services to help individuals navigate the complexities of daily life and make informed decisions about their future. Our goal is to help you find a brighter path to your future by identifying your unique goals, values, and purpose. As an advice-only registered investment adviser and financial planning firm, we provide goal planning and strategizing services to help you overcome challenges and achieve your objectives. Our services are designed to help you live a life of freedom and abundance, utilizing all your resources in a way that aligns with your individual goals. Whether you need a point in the right direction or more comprehensive assistance, we are here to help you plot a path forward. Contact us today to start your journey towards a more certain future."
1 Galleria Blvd Suite 1900, Metairie, LA 70001, United States -
John R. Page, Ph.D., CPA
● ClosedJohn R. Page, Ph.D., CPA is an esteemed institution specializing in accounting and finance. Located at 1315 Exposition Boulevard in New Orleans, Louisiana, United States, this institution is led by Dr. John R. Page, a highly qualified and experienced Certified Public Accountant. With a focus on providing top-notch education and training in the fields of accounting and finance, John R. Page, Ph.D., CPA is dedicated to preparing students for successful careers in financial management, auditing, tax planning, and more. Students can expect personalized attention, expert instruction, and a comprehensive curriculum designed to help them excel in the competitive world of finance.
1315 Exposition Blvd, New Orleans, LA 70118, United States -
Will Street - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWill Street - Financial Advisor, Ameriprise Financial Services, LLC, located at 6105 Line Avenue, Shreveport, Louisiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The team at Will Street 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 ensure that the advisors at Will Street have the expertise and commitment to provide exceptional financial advice and planning services. Whether you are looking for assistance with asset management, retirement planning, estate planning, or investment strategies, Will Street is dedicated to helping you achieve your financial goals.
6105 Line Ave Ste 100, Shreveport, LA 71106, United States -
Ryan Thompson - Ameriprise Financial Services, LLC
● OpenRyan 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.
6105 Line Ave Ste 100, Shreveport, LA 71106, United States -
Poljak Group Wealth Management
● ClosedPoljak Group Wealth Management, located at 333 Texas Street in Shreveport, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals and dreams. With a focus on creating cohesive plans tailored to each client's unique circumstances, timeframe, and risk tolerance, the team at Poljak Group Wealth Management offers extensive multi-generational wealth and asset management strategies. Their personalized, proactive service is designed to help clients grow, preserve, and manage their wealth for generations to come. With decades of experience and a commitment to developing meaningful relationships, Poljak Group Wealth Management sets itself apart in the world of wealth management. Contact them at (318) 674-4100 or email PoljakGroup@stewardpartners.com for more information. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, a registered broker/dealer and SEC registered investment adviser.
333 Texas St # 2230, Shreveport, LA 71101, United States -
Megan Feulner-Hauser - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMegan 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.
6105 Line Ave Ste 100, Shreveport, LA 71106, United States -
Merrill Lynch Financial Advisor John Gray Pou
● ClosedMerrill Lynch Financial Advisor John Gray Pou, located at 401 Edwards Street, Shreveport, Louisiana, is a finance institution dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is proud to have advisors who have received recognition from prestigious publications such as Forbes, setting the standard for exemplary client service. With the support of Merrill's global resources, the team at Merrill Lynch Financial Advisor John Gray Pou is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team helps clients design and implement a customized wealth management approach to help them pursue their personal financial goals while managing investment risk.
401 Edwards St #600, Shreveport, LA 71101, United States -
Christopher Steinsholt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher 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.
6105 Line Ave Ste 100, Shreveport, LA 71106, United States -
Nicholas Hammond - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas 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.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
Ryan Thompson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRyan 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.
6425 Youree Dr #240, Shreveport, LA 71105, United States -
Kevin Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKevin 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.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
Mark McCrocklin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMark McCrocklin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. Mark 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 Mark's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, financial planning, investment analysis, and more. With a focus on providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients, Mark is dedicated to helping clients achieve their financial goals and secure their financial future.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
Wendell Whetstone - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWendell Whetstone, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6105 Line Avenue in Shreveport, Louisiana, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Wendell Whetstone 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 demonstrate Wendell Whetstone's expertise and commitment to providing clients with the highest level of financial advice and services. Whether you are planning for retirement, managing investments, or navigating the complexities of estate planning, Wendell Whetstone can help you achieve your financial goals with professionalism and integrity.
6105 Line Ave Ste 100, Shreveport, LA 71106, United States -
Merrill Lynch Financial Advisor Jonathan Clay Simonton
● ClosedMerrill Lynch Financial Advisor Jonathan Clay Simonton, located at 401 Edwards Street in Shreveport, Louisiana, is a prestigious finance institution that prides itself on providing exemplary client service. With a team of talented and experienced individuals supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management will focus on your family, goals, and priorities, adapting to changes over time. Through conversations and the Investment Personality Assessment, they will tailor a financial approach to help you reach your goals, whether it's planning for retirement, funding education, or passing on wealth to future generations. With access to investment insights and banking solutions, they will work with you to develop a personalized plan designed to address your financial needs. The goal is to help you manage, grow, and preserve your wealth while staying informed and on track towards your aspirations. By understanding your needs and priorities, Merrill Lynch Wealth Management Advisors will help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. With a focus on personalized strategies and comprehensive financial solutions, they are dedicated to helping you achieve your financial objectives.
401 Edwards St, Shreveport, LA 71101, United States
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