TOP 30 Best Expertise in financial planning in Lafayette, Louisiana

Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™ is a reputable finance institution located at 3306 Kaliste Saloom Road in Lafayette, Louisiana, United States. With a focus on providing expert financial advice and planning services, Donald M Paul is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™). Clients can trust in his expertise and experience to help them achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest wisely, or create a comprehensive financial strategy, Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™ is dedicated to providing personalized and professional service to meet your financial needs.

Deep South Financial Services is a reputable finance institution located at 4416 Johnston Street in Lafayette, Louisiana. Our experienced team is dedicated to providing top-notch financial services to individuals and businesses in the Deep South region. Whether you need assistance with loans, investments, or financial planning, we are here to help you achieve your financial goals. Trust Deep South Financial Services for expert advice and personalized solutions to meet your financial needs.

The ROCK Financial Group is a leading finance institution located at 106 Sears Drive in Lafayette, Louisiana, United States. With a commitment to providing exceptional financial services, The ROCK Financial Group offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, The ROCK Financial Group has the expertise and experience to help you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Marcus T White is a reputable financial institution located at 2020 West Pinhook Road in Lafayette, Louisiana, United States. Marcus T White is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Marcus T White at Edward Jones is dedicated to helping you navigate the complex world of finance with expertise and care.

The LSBDC at the University of Louisiana at Lafayette is a valuable resource for entrepreneurs and small business owners in the Acadiana Region. Located at 537 Cajundome Boulevard, Lafayette, Louisiana, this institution offers no-cost confidential business consulting and affordable workshops to help individuals start and grow their businesses. With over 30 years of experience, the LSBDC has built a solid reputation for providing effective business assistance. The LSBDC at UL Lafayette serves eight traditional parishes in the Acadiana Region, including Acadia, Evangeline, Iberia, Lafayette, Saint Landry, Saint Martin, Saint Mary, and Vermilion. They work closely with local organizations, economic development agencies, chambers of commerce, municipalities, and community groups to provide counseling and training to entrepreneurs.

Bentley & Co Wealth Management, led by experienced Financial Advisor Carlo Bentley AIFA, PPC, is a reputable finance and insurance agency located at 714 East Kaliste Saloom Road in Lafayette, Louisiana, United States. With a focus on providing personalized financial planning and investment strategies, Bentley & Co Wealth Management strives to help clients achieve their financial goals and secure their financial future. Carlo Bentley AIFA, PPC brings a wealth of knowledge and expertise to the institution, ensuring that clients receive top-notch financial advice and guidance. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bentley & Co Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Claudette Tull: Primerica - Financial Services is a reputable finance and insurance agency located at 1500 Lafayette Street in Gretna, Louisiana, United States. With a focus on providing quality financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Claudette Tull: Primerica - Financial Services has the expertise and resources to assist you in making informed decisions about your finances. Their team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Visit them today to learn more about how they can help you secure your financial future.

Deep South Financial Services is a reputable finance institution located at 110 Production Drive in Lafayette, Louisiana, United States. With a focus on providing top-notch financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, loans, or wealth management services, we are here to assist you every step of the way. Trust Deep South Financial Services for all your financial needs.

Lincoln Financial Group is a renowned financial institution located at 1602 West Pinhook Road in Lafayette, Louisiana, United States. As a leading provider of financial services, Lincoln Financial Group offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for insurance, retirement planning, investment management, or wealth accumulation strategies, Lincoln Financial Group has the expertise and resources to assist you. With a commitment to excellence and a dedication to customer service, Lincoln Financial Group is a trusted partner for all your financial needs.

Castille Financial is a leading finance institution located at 217 Rue Louis XIV in Lafayette, Louisiana. Specializing in providing a wide range of financial services, Castille Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Castille Financial offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Castille Financial is committed to providing top-notch service and expertise. Visit us today to learn more about how we can help you secure your financial future.

Financial Strategies Group is a leading finance institution located at 101 La Rue France in Lafayette, Louisiana, United States. With a team of experienced financial experts, we provide tailored financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, our team is dedicated to helping you navigate the complexities of the financial world. Trust Financial Strategies Group to provide you with the expertise and guidance you need to secure your financial future.

Merrill 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.

James Evans - Ameriprise Financial Services, LLC is a finance institution located at 3909 Ambassador Caffery Parkway, 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 wide range of financial planning topics and ensure that advisors are well-equipped to provide expert advice to their clients.

Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. The institution has received the Ameriprise Client Experience Award in 2023, showcasing their dedication to providing excellent service to their clients. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The team at Broussard, LeBlanc & Associates is committed to helping clients achieve their financial objectives and adjust their approach as life changes. They offer complimentary initial consultations to discuss financial planning concepts and provide insights on stock prices and market trends. Ameriprise financial advisors are registered to do business in specific U.S. states and adhere to strict regulations to ensure the security and privacy of client information. Clients can refer friends or family members to the institution for financial guidance, knowing that they will receive the same high level of service and expertise.

Roy Planning Resources - Ameriprise Financial Services, LLC is a finance institution located at 3909 Ambassador Caffery Parkway, Lafayette, Louisiana, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution's financial advisors are individually registered to do business only in certain U.S. states, so please refer to their personal website or FINRA's BrokerCheck website for more details. The initial consultation provides an overview of financial planning concepts, and Ameriprise Financial cannot guarantee future financial results. They offer corporate entities and important disclosures, website rules and regulations, privacy and security information, and details about email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals, and referrals can expect to hear from them soon. Feel free to let them know in advance that Ameriprise Financial will be reaching out.

Edward Jones - Financial Advisor: Raymond P Walters Jr, AAMS™ is a reputable finance institution located at 2005 Verot School Road in Lafayette, Louisiana, United States. With a focus on personalized financial planning and investment strategies, Raymond P Walters Jr, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, this institution provides tailored solutions to meet your individual needs. Trust in the expertise and professionalism of Raymond P Walters Jr, AAMS™ at Edward Jones to secure your financial future.

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.

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.

Curtis Hunter Roy II - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway, Lafayette, Louisiana, United States, is a finance institution that offers a range of services to help individuals manage their assets and plan for their financial future. The institution provides expertise in areas such as investment strategies, estate planning, retirement planning, and insurance products. The team at Ameriprise Financial Services, LLC 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate their commitment to providing clients with expert advice and guidance in managing their finances. Whether you are planning for retirement, managing investments, or navigating a complex financial situation, Curtis Hunter Roy II and his team are dedicated to helping you achieve your financial goals.

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.

A&L Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 900 East Saint Mary Boulevard in Lafayette, Louisiana, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a comprehensive range of services and personalized investment strategies, we strive to provide our clients with the highest level of expertise and support. Trust A&L Wealth Management - UBS Financial Services Inc. to guide you towards financial success.

Kathi Kane CPA in Lafayette, Louisiana is a reputable accounting and finance institution located at 345 Doucet Road. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting, Kathi Kane CPA is dedicated to providing top-notch services to help clients achieve their financial goals. Their team of professionals is committed to delivering personalized and reliable solutions tailored to each client's specific needs. Trust Kathi Kane CPA in Lafayette for all your accounting and finance needs.

TAXMAN Financial Services is a reputable finance institution located at 1721 West Pinhook Road in Lafayette, Louisiana, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. From tax preparation to investment advice, we are committed to providing our clients with personalized solutions to meet their unique financial needs. Visit us today to experience the expertise and dedication that sets TAXMAN Financial Services apart from the rest.

World Finance is a leading financial institution located at 1800 Northeast Evangeline Thruway in Lafayette, Louisiana. As a trusted provider of financial services, World Finance offers a wide range of solutions to help individuals and businesses achieve their financial goals. From personal loans to business financing, our dedicated team of professionals is committed to providing tailored solutions to meet the unique needs of each client. With a focus on customer service and financial expertise, World Finance is the go-to destination for all your financial needs in Lafayette and beyond.

Jeromy T Bourque CPA, LLC is a trusted accounting and finance institution located at 123 Ridgeway Drive in Lafayette, Louisiana, United States. With years of experience and expertise in the field, our team of professionals provides top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Jeromy T Bourque CPA, LLC for all your accounting and finance needs.

Liberty Tax is a finance institution located at 4702 Johnston Street in Lafayette, Louisiana, United States. We specialize in providing tax preparation services for individuals and businesses, offering expert advice and guidance to help our clients maximize their refunds and minimize their tax liabilities. Our experienced and knowledgeable team is dedicated to providing top-notch customer service and ensuring that our clients receive the personalized attention they deserve. Trust Liberty Tax to help you navigate the complexities of the tax system and achieve financial success.

Melancon Family Dentistry is a warm and welcoming dental clinic located in downtown Broussard, Louisiana. Dr. Melancon and his dedicated staff are committed to providing the best possible dental care to their patients from Lafayette and Iberia parishes. Whether you are in need of a routine check-up or a dental emergency, we are here to accommodate you and your family with exceptional customer service and care. Our clinic offers a wide range of dental procedures and surgeries, including dental implants, veneers, restorative dentistry, sedation options, smile makeovers, and cosmetic dentistry. We prioritize your comfort and satisfaction, ensuring that your dental needs are met with expertise and compassion.

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.