The 30 Best Estate planning services in Baton Rouge, Louisiana
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All Parish Notary Service, LLC
All Parish Notary Service, LLC is a finance institution located at 8220 Goodwood Boulevard in Baton Rouge, Louisiana, United States. We provide professional notary services for all parish residents, ensuring that legal documents are properly authenticated and executed. Our experienced team is dedicated to providing efficient and reliable service to our clients. Whether you need assistance with real estate transactions, wills, or other legal documents, All Parish Notary Service, LLC is here to help. Trust us to handle all of your notary needs with precision and care.
State Finance of Baton Rouge
State Finance of Baton Rouge is a reputable finance institution located at 8350 Florida Boulevard in Baton Rouge, Louisiana. As a trusted financial services provider, State Finance offers a wide range of products and services to meet the needs of individuals and businesses in the area. Whether you are looking for personal loans, business loans, or other financial solutions, our experienced team is dedicated to providing you with the support and assistance you need. Visit us today to learn more about how State Finance can help you achieve your financial goals.
Louisiana Title Services, Inc - Title Insurance Agency
Louisiana Title Services, Inc is a reputable title insurance agency located at 8801 Bluebonnet Boulevard in Baton Rouge, Louisiana. Our experienced team is dedicated to providing comprehensive title insurance services to protect your property investments. Whether you are buying, selling, or refinancing a home or commercial property, we are here to ensure a smooth and secure transaction. Trust Louisiana Title Services, Inc to handle all of your title insurance needs with professionalism and efficiency.
TIGER TAX & INSURANCE SERVICES
Tiger Tax & Insurance Services is a trusted institution located in Baton Rouge, Louisiana, offering expert accounting, finance, and insurance services. Our experienced team is dedicated to helping individuals and businesses navigate the complexities of taxes and insurance, providing personalized solutions to meet their specific needs. Visit us at 5515 South Sherwood Forest Boulevard for professional and reliable assistance with your financial and insurance needs.
Poché Estate Planning Law Firm
Poché Estate Planning Law Firm, located at 4960 Bluebonnet Boulevard in Baton Rouge, Louisiana, offers legal services and wealth preservation resources for individuals of all backgrounds. Our experienced estate planning attorney utilizes various tools such as Trusts, Wills, Powers of Attorney, and Living Will Declarations to ensure that your wishes are carried out in the event of incapacity or death. Whether your estate planning needs are simple or complex, we are here to help. Our firm specializes in protecting assets through Trusts and ensuring that your instructions are followed with a Will. In times of illness or accident, we can assist in creating documents to ensure your wishes are upheld. Mrs. Poché's practice is characterized by both experience and empathy, making the planning process a truly transformative experience. Join us for a free legal services webinar to learn more about estate planning and how we can help you secure your legacy. Workshop dates and times are available for registration at our Baton Rouge office. Remember to bring a confirmation email for entry.
Poree Homes- Vacation Homes Baton Rouge, and New Orleans, LA.
Poree Homes offers luxurious vacation homes in Baton Rouge and New Orleans, Louisiana. Situated on Burbank Drive, our properties provide the perfect blend of comfort and convenience for your stay in the vibrant cities of Baton Rouge and New Orleans. As a lodging, real estate, and travel agency, Poree Homes is committed to providing top-notch accommodations and exceptional service to ensure a memorable and enjoyable experience for our guests. Whether you are visiting for business or pleasure, our vacation homes offer the perfect home away from home in these bustling Southern cities. Book your stay with Poree Homes today and discover the perfect blend of comfort and luxury in Baton Rouge and New Orleans.
Rosemary Pointe Baton Rouge
Rosemary Pointe Baton Rouge is a unique institution located at 3323 Pointe-Marie Drive in Baton Rouge, Louisiana. This multifaceted establishment offers a range of services including health and wellness programs, luxurious lodging accommodations, real estate services, and travel planning assistance. Whether you are looking to relax and rejuvenate, find your dream home, or plan your next vacation, Rosemary Pointe Baton Rouge has everything you need to make your experience unforgettable. Visit us today and discover the perfect blend of comfort, convenience, and luxury.
Ray Legal Services
Ray Legal Services is a leading finance institution located at 5255 Florida Boulevard in Baton Rouge, Louisiana. Our team of experienced professionals is dedicated to providing top-notch legal services to our clients. Whether you need assistance with financial planning, estate planning, or business transactions, we are here to help. With a commitment to excellence and a focus on client satisfaction, Ray Legal Services is the go-to destination for all your finance-related legal needs.
Crown Financial Services inc
Crown Financial Services Inc is a reputable finance institution located at 5235 Florida Boulevard in Baton Rouge, Louisiana, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Crown Financial Services Inc is the trusted partner you need for all your financial needs. Contact us today to learn more about how we can help you reach your financial goals.
Legacy Estate & Elder Law of Louisiana, LLC
Legacy Estate & Elder Law of Louisiana, LLC is a reputable institution located at 3956 Government Street in Baton Rouge, Louisiana, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to helping individuals and families plan for their future and navigate complex legal matters. With a team of experienced professionals, Legacy Estate & Elder Law offers personalized solutions to ensure clients' financial and legal affairs are in order. Whether you need assistance with estate planning, elder law issues, or financial management, this institution is committed to providing expert guidance and support.
Rabalais Estate Planning, LLC
Rabalais Estate Planning, LLC is a trusted and experienced estate planning firm located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. Our team of dedicated professionals is committed to providing personalized and comprehensive estate planning services to help our clients protect and preserve their assets for future generations. Whether you need assistance with wills, trusts, probate, or any other aspect of estate planning, Rabalais Estate Planning, LLC is here to help you navigate the complexities of estate planning with confidence and peace of mind. Contact us today to schedule a consultation and start planning for your future.
CrescentCare Legal Services
CrescentCare Legal Services, located at 4550 North Boulevard in Baton Rouge, Louisiana, offers free legal assistance to individuals living with HIV throughout the state. Their team of attorneys work at the intersection of health and social determinants of health, focusing on issues such as discrimination, securing public benefits, rights to privacy, and estate planning. Without their assistance, clients could face the loss of essential resources such as housing, healthcare, income, and custody of children. As a program of CrescentCare, a Federally Qualified Health Center, CrescentCare Legal Services merged with AIDSLaw in 2012 to expand their services statewide. Their community outreach efforts include legal education on topics such as discrimination, housing, healthcare, and consumer injustice. They also offer services such as primary care, behavioral health, and harm reduction services to individuals living with HIV.
Service Law Firm, LLC
Service Law Firm, LLC is a reputable finance and legal institution located at 11851 Wentling Avenue in Baton Rouge, Louisiana, United States. Our team of experienced lawyers specialize in providing top-notch legal services for a variety of financial matters. Whether you are in need of assistance with estate planning, business law, or any other legal issue, our dedicated team is here to help. With a commitment to excellence and a track record of success, Service Law Firm, LLC is the trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you.
Sunbelt Business Brokers of Baton Rouge
Sunbelt Business Brokers of Baton Rouge is a reputable finance and real estate agency located at 4744 Jamestown Avenue in Baton Rouge, Louisiana, United States. With a team of experienced professionals, they specialize in helping individuals buy and sell businesses in the area. Whether you are looking to invest in a new venture or sell your current business, Sunbelt Business Brokers of Baton Rouge offers personalized services to meet your specific needs. Trust them to provide expert guidance and support throughout the entire process.
Goode Tax and Estate Planning Law Group, LLC
Goode Tax and Estate Planning Law Group, LLC is a premier institution located in Baton Rouge, Louisiana, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax and estate planning solutions for individuals and businesses alike. With a focus on personalized service and attention to detail, we strive to help our clients navigate complex financial matters with confidence and peace of mind. Visit us at 9800 Airline Highway to learn more about how we can assist you in achieving your financial goals.
Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors is a finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. Our mission is to help individuals prepare for a fulfilling retirement, focusing on creating a legacy for their loved ones. Led by renowned financial professional Ernie Burns, we offer personalized strategies to help you reach your retirement goals. Ernie Burns' book "Total Retirement" is your ultimate guide to financial freedom, providing valuable insights and tips for securing a prosperous retirement. Ernie has been recognized as one of Forbes' Top Financial Security Professionals, showcasing his expertise in the field.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located in Baton Rouge, Louisiana, United States. With a focus on legacy and impact, the institution was founded in 1983 with a dedication to putting clients first and making a difference in their lives. The team of seven CERTIFIED FINANCIAL PLANNER™ professionals, along with seasoned client support staff, are committed to understanding and achieving the financial goals of their clients. Services offered include expert financial planning, actionable guidance for all stages of life, and the creation of personalized financial plans using proprietary tools and processes developed over 38 years in business. The institution serves clients in Louisiana, Texas, and around the southeast, offering support in areas such as estate planning, intergenerational wealth transfer, and family budgeting. Recognitions such as the Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators highlight the expertise and success of the team at Raymond James Financial Services. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC, an SEC Registered Investment Advisor. With a commitment to transparency and client success, Raymond James Financial Services aims to provide impactful financial solutions for generations to come.
Gratium Wealth Planning - Ameriprise Financial Services, LLC
Gratium Wealth Planning - Ameriprise Financial Services, LLC is a premier finance institution located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. With a focus on wealth planning, they offer personalized financial services to help clients achieve their financial goals. Their team of experienced professionals provide expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Gratium Wealth Planning is dedicated to helping you succeed.
Baton Rouge CPA | CMR Associates, LLC
Baton 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.
Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Joseph Brown holds several 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 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 Joseph Brown's expertise in various areas of financial planning, wealth management, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Joseph Brown can provide tailored financial advice to help you reach your goals.
Patrick Shreve - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Shreve is a Financial Advisor at Ameriprise Financial Services, LLC located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Patrick holds several 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical standards and ongoing education, Patrick is dedicated to helping clients achieve their financial goals.
Jim Risher - Financial Advisor, Ameriprise Financial Services, LLC
Jim Risher - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 7907 Wrenwood Boulevard in Baton Rouge, Louisiana, United States. Jim Risher 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jim Risher is equipped to provide you with comprehensive financial advice tailored to your specific needs.
James Evans - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Evans - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. James Evans holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. With a focus on client assessment, risk/return, investment objectives, and modern portfolio theory, James Evans provides tailored financial solutions to retirees, small business owners, and high net worth clients. Additionally, James Evans is trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more, ensuring comprehensive support for all financial planning needs. Whether you are looking for retirement planning, investment management, estate planning, or specialized financial advice, James Evans is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC
Bob 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.
Lee J Palmer III - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lee J Palmer III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. Lee J Palmer III 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 demonstrate Lee J Palmer III's expertise in asset management, estate planning, retirement planning, investment management, and financial planning. Lee J Palmer III is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Leonard Bernard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Leonard Bernard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8200 Village Plaza Court, Baton Rouge, Louisiana, United States. Leonard Bernard 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 Leonard Bernard's expertise in wealth management, estate planning, investment management, retirement planning, and financial analysis. With a focus on providing comprehensive and personalized financial advice, Leonard Bernard is dedicated to helping clients achieve their financial goals and secure their financial future.
Kyle Champagne - Financial Advisor, Ameriprise Financial Services, LLC
Kyle Champagne is a financial advisor at Ameriprise Financial Services, LLC located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. Kyle holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, and investment strategies. Kyle specializes in helping individuals with diverse financial needs, including retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Kyle Champagne is dedicated to providing top-notch financial advice and services to his clients.
John A. Boudreaux - Financial Advisor, Ameriprise Financial Services, LLC
John A. Boudreaux is a financial advisor at Ameriprise Financial Services, LLC located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. John holds several 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 John's expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals and small business owners. John is dedicated to providing comprehensive financial advice and helping clients make informed decisions to achieve their financial goals.
Brett S May - Financial Advisor, Ameriprise Financial Services, LLC
Brett S May - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8201 Village Plaza Court, Baton Rouge, Louisiana, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 financial planning and asset management topics, ensuring that advisors are well-equipped to provide expert advice and guidance to clients. Brett S May - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to upholding the highest standards of professionalism and ethics in the financial industry.
Steven Billings - Financial Advisor, Ameriprise Financial Services, LLC
Steven Billings is a financial advisor at Ameriprise Financial Services, LLC located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Steven Billings is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Steven Billings can provide tailored solutions to meet your specific needs. Contact him today to start planning for a secure financial future.
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