TOP 30 Best Estate tax planning services in Lafayette, Louisiana

Tax Advisors is a leading institution specializing in accounting and finance services, located at 1525 Camellia Boulevard in Lafayette, Louisiana, United States. Our team of expert advisors is dedicated to providing personalized tax solutions for individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and maximize their financial success. Whether you need assistance with tax planning, preparation, or IRS representation, Tax Advisors is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Barbara's Secretarial Services LLC, located at 201 Heymann Boulevard in Lafayette, Louisiana, is a trusted institution specializing in accounting and finance services. In addition to their expertise in financial matters, they also offer professional notary and tax preparation services. Their team of experienced notaries is dedicated to providing efficient and reliable service with the utmost professionalism. They understand the importance of convenience, offering flexible scheduling options and the ability to come to you wherever you may be. Whether you need notarization for legal documents, real estate transactions, or any other purpose, Barbara's Secretarial Services ensures a seamless and hassle-free experience. With their attention to detail, adherence to legal requirements, and commitment to client satisfaction, you can trust them to handle your notary needs with care and precision. They also offer after-hours and weekend appointments, free quotes, and transparent pricing to make the notarization process as easy and convenient as possible for you. Trust Barbara's Secretarial Services LLC for all your notary needs and have confidence in your important transactions.

Liberty Tax is a finance institution located at 608 Surrey Street in Lafayette, Louisiana, United States. With a focus on providing expert tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax law and maximize their financial well-being. Their team of professionals are committed to delivering accurate and reliable tax solutions in a friendly and efficient manner. Whether you need assistance with filing your personal taxes or managing your business finances, Liberty Tax is here to help you every step of the way.

June Andres Services is a reputable finance institution located at 1400 North University Avenue in Lafayette, Louisiana, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or estate planning, our dedicated team is here to help you achieve your financial goals. Contact us today to learn more about how June Andres Services can help you secure your financial future.

MATTHEW 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.

UBS Financial Services Inc. is a trusted financial institution located at 900 East Saint Mary Boulevard in Lafayette, Louisiana, United States. Specializing in finance, UBS offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, UBS is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, UBS Financial Services Inc. is here to help you achieve your financial goals.

Jones & Co. Tax Services is a reputable finance institution located at 926 East Simcoe Street in Lafayette, Louisiana, United States. Specializing in tax services, their team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and customer satisfaction, Jones & Co. Tax Services is the go-to destination for all your tax and financial needs.

Total Tax Consulting & Accounting Services is a professional institution located at 1500 Lafayette Street in Gretna, Louisiana. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax consulting and accounting solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of the financial world with ease. Trust Total Tax Consulting & Accounting Services for all your financial needs.

Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, 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 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 variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to providing expert financial advice and planning services to individuals seeking to secure their financial future.

Raymond James Financial Services is a finance institution located at 315 South College Road in Lafayette, Louisiana, United States. With a focus on providing personalized financial solutions, Raymond James offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.

Raquel's Tax Services is a trusted accounting and finance institution located at 1819 West Pinhook Road in Lafayette, Louisiana, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

MoneySaver Tax Professionals is a trusted accounting and finance institution located at 115 Industrial Parkway in Lafayette, Louisiana. Our team of experienced professionals is dedicated to helping individuals and businesses save money on their taxes and financial planning. With our expertise and personalized services, we strive to provide our clients with the best possible outcomes for their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, MoneySaver Tax Professionals is here to help you navigate the complexities of the financial world. Trust us to be your partner in achieving financial success.

Compro Tax is a leading institution located at 2229 Moss Street, Lafayette, Louisiana, United States, specializing in accounting and finance. Our institution offers IRS Continuing Education Courses that are designed to meet IRS guidelines, providing tax professionals with updated knowledge on tax laws and filing procedures to maintain their credentials and enhance their expertise. We also provide specialized training programs for affiliated partners, focusing on advanced tax concepts, software use, and strategies to optimize client services and business growth. Comprehensive tax courses are available to all individuals, offering foundational to advanced tax education without the need for an existing partnership, allowing for broadened skill sets in tax preparation and advisory services. Our industry-leading tax and accounting exam preparation methods can help you succeed in earning a professional credential. We offer online adaptive learning platforms that empower you to make data-driven decisions as you learn, setting you up for success in your career.

J&S Tax Pros is a reputable accounting and finance institution located at 2232 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for individuals and businesses. Whether you need assistance with tax preparation, planning, or filing, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve financial success and peace of mind. Contact J&S Tax Pros today for all your tax needs.

Advantage Financial Services in Lafayette is a leading finance institution located at 120 Curran Lane in Lafayette, Louisiana, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with investments, loans, or financial planning, Advantage Financial Services is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Alpha Tax & Financial Services is a reputable finance institution located at 101 Patterson Street in Lafayette, Louisiana, United States. We specialize in providing top-notch tax and financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial planning, tax preparation, and wealth management. Whether you need assistance with filing your taxes or creating a comprehensive financial strategy, Alpha Tax & Financial Services is here to help you achieve your financial goals. Visit us today to see how we can assist you in securing a stable financial future.

Deep South Financial Services is a trusted financial institution located at 901 East Willow Street in Lafayette, Louisiana. We specialize in providing a wide range of financial services to individuals and businesses in the Deep South region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized financial solutions. Whether you need assistance with loans, investments, or financial planning, Deep South Financial Services is here to help. Visit us today to learn more about how we can help you secure your financial future.

Deep South Financial Services Inc is a trusted finance institution located at 801 West University Avenue in Lafayette, Louisiana, United States. We offer a range of financial services including loans, investment opportunities, and financial planning. Our experienced team is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, purchase a home, or save for retirement, Deep South Financial Services Inc is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you reach your financial objectives.

Exit Planning and Wealth Consulting Group - UBS Financial Services Inc. is a premier financial institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana. Specializing in exit planning and wealth consulting, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer a wide range of services to ensure our clients are prepared for the future. With a commitment to excellence and personalized service, Exit Planning and Wealth Consulting Group - UBS Financial Services Inc. is the trusted choice for all your financial needs.

Pinnacle Group Insurance & Financial Services is a leading financial institution located at 500 Dover Boulevard in Lafayette, Louisiana, United States. Specializing in insurance and financial services, Pinnacle Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Pinnacle Group is dedicated to providing personalized and comprehensive financial planning services to meet the unique needs of each client. Whether you are looking for insurance coverage or investment advice, Pinnacle Group is committed to helping you secure your financial future.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial goals. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Please refer to our website for important disclosures and regulations. We look forward to assisting your friends and family members with their financial planning needs as well. Contact us today to schedule a consultation.

David Van Geffen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, David provides investment recommendations and portfolio strategies to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan remains on track, with adjustments made as needed to accommodate life changes. Access your investments and accounts securely from any device, and track your progress towards your goals with ease. David Van Geffen is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn more about how David can assist you in reaching your financial goals. While Ameriprise Financial cannot guarantee future financial results, David is committed to helping you navigate the complexities of investing and financial planning.

James Evans - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers a range of financial services to meet the individual needs of clients. With certifications such as AAMS™, ADPA™, AEP®, and AIF®, James Evans is equipped to provide expert advice on asset management, wealth transfers, estate planning, and fiduciary practices. Additionally, he holds designations such as APMA™, AWMA℠, and CAS®, demonstrating his advanced knowledge in portfolio management, asset allocation, and investment opportunities. With a focus on client needs and ethical practices, James Evans is dedicated to helping individuals and small business owners achieve their financial goals.

Alicia Guidry is a financial advisor at Ameriprise Financial Services, LLC located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. With a focus on financial planning and investment management, Alicia offers personalized advice to help clients achieve their financial goals. By reviewing her background, credentials, and experience, clients can determine if her approach aligns with their needs. To schedule a complimentary initial consultation, individuals can fill out the "Request consultation" form on the website and Alicia will reach out to them to discuss their financial situation.

Jon Mouton - Financial Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Jon Mouton holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating a commitment to excellence and expertise in the field of finance. Whether you are looking for retirement planning, estate planning, investment advice, or insurance products, Jon Mouton has the knowledge and experience to help you achieve your financial goals. By working with a Certified Financial Planner™ like Jon Mouton, you can rest assured that you are receiving top-notch financial advice and guidance tailored to your specific needs. Contact Jon Mouton - Financial Advisor, Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Kaylie Powell is a Financial Advisor at Ameriprise Financial Services, LLC located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Kaylie 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®. Kaylie specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for investment opportunities, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Kaylie Powell is dedicated to helping you achieve your financial goals. With a strong focus on ethics and continuing education, Kaylie is committed to providing the highest level of service and expertise to her clients.

Allison Leblanc - Financial Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, offers a range of financial services to meet the diverse needs of individuals and businesses. Allison Leblanc 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, Chartered Life Underwriter Designation®, and CFMA®. These certifications showcase her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Allison Leblanc is dedicated to providing top-notch financial advice and guidance to her clients.

Kyle Champagne is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. Kyle 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 range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle is dedicated to providing comprehensive and personalized financial advice to individuals looking to secure their financial future.

John A. Boudreaux is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. John holds various certifications such as 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 personalized financial advice to individuals, small business owners, and retirees, John is dedicated to helping clients achieve their financial goals. Whether you need assistance with portfolio management, tax planning, or insurance products, John A. Boudreaux is committed to providing comprehensive and ethical financial services to meet your needs.

The William Capell Team at UBS Financial Services Inc. is a leading finance institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana, United States. With a reputation for excellence and expertise in financial services, our team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.