Financial clarity providing in Louisiana
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Edward Luke Madden, Financial Advisor - Elm Financial
● OpenEdward Luke Madden, Financial Advisor at Elm Financial, is located at 601 North Trenton Street in Ruston, Louisiana, United States. Specializing in finance, Edward Luke Madden and his team at Elm Financial are dedicated to serving professional advisors and helping clients find peace of mind for a joy-filled future. Through comprehensive financial planning, they aim to provide clarity and simplify the complexities of wealth management. At Elm Financial, clients can expect personal, attentive care that focuses on their best interests and goals. With a foundation of honesty and integrity, Edward Luke Madden and his team have earned the trust of countless dedicated clients. They take the time to educate clients about their financial options, empowering them to make wise decisions for themselves, their families, and their businesses.
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Sharon Martin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenSharon Martin - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. As part of Laveer Wealth Management, a Forbes Best-in-State Wealth Management Team for 2024, Sharon and her team are dedicated to helping clients navigate life's challenges and achieve their financial goals. With a focus on accumulating, protecting, enjoying, and transferring wealth, Sharon provides personalized financial planning services tailored to each client's needs. By staying informed on market trends and potential opportunities, Sharon aims to help clients make informed decisions about their financial future. With a commitment to clarity and purpose, Sharon is registered to conduct securities business in multiple states and is dedicated to helping clients achieve their financial goals. To learn more about Sharon Martin and her services, visit the FINRA BrokerCheck website or schedule a consultation today.
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Edward Jones - Financial Advisor: Philip W Quinn, AAMS™
● OpenEdward Jones - Financial Advisor: Philip W Quinn, AAMS™ is a reputable financial institution located at 1625 Beglis Parkway in Sulphur, Louisiana, United States. Specializing in finance, Edward Jones provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored financial plans, Philip W Quinn, AAMS™ is dedicated to helping clients navigate the complex world of finance with confidence and clarity. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is committed to providing top-notch financial guidance and support.
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Gregory Daigle - Prudential Financial
● OpenGregory Daigle - Prudential Financial is a trusted finance and insurance agency located at 500 Dover Boulevard in Lafayette, Louisiana. With a commitment to providing top-notch financial services and insurance solutions, our team at Gregory Daigle - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Visit us today at our convenient location in Lafayette to learn more about how we can help secure your financial future.
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Waterfront Wealth Management - Ameriprise Financial Services, LLC
● OpenWaterfront Wealth Management - Ameriprise Financial Services, LLC is a prestigious finance institution located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help clients reach their short and long-term goals. Our experienced Ameriprise Financial Advisors work closely with clients to provide guidance on estate planning, wealth preservation, tax implications, and asset distribution to loved ones. With over 125 years of history, we prioritize building trusting relationships with our clients to set them up for financial success. Whether you are looking to plan for the future or navigate the current bull market rally, we are here to help. Contact us today to schedule a complimentary initial consultation and start your financial planning journey. Please visit our website for additional information on our background, qualifications, and important disclosures. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, committed to helping you achieve financial clarity and peace of mind.
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Merrill Lynch Financial Advisor Kelly Demers
● OpenMerrill Lynch Financial Advisor Kelly Demers, located at 601 Poydras Street in New Orleans, Louisiana, is dedicated to helping clients manage their wealth with a personalized approach. Kelly Demers offers access to investment insights from Merrill and banking solutions from Bank of America to create flexible strategies tailored to individual financial goals. By participating in the community and volunteering, Kelly Demers demonstrates a commitment to understanding clients' needs and priorities. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their aspirations. With a focus on family, goals, and priorities, the financial advisor aims to help clients navigate changing market conditions and achieve their financial objectives. By conducting an Investment Personality Assessment, Kelly Demers gains insight into clients' investing preferences to customize a financial approach that aligns with their goals. Regular check-ins and adjustments to the financial approach ensure that clients stay on track to achieve their desired outcomes. With a dedication to understanding clients' needs and providing thoughtful solutions, Kelly Demers works to help clients pursue their financial goals and manage investment risk. As a registered financial advisor in multiple states, Kelly Demers offers comprehensive financial solutions and personalized investment strategies to help clients live their best financial life.
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Gen Wealth Financial Advisors
● OpenGen Wealth Financial Advisors is a finance institution located at 4921 Shed Road in Bossier City, Louisiana, United States. Our mission is to help you plan for your financial independence, no matter what stage of life you are in. Retirement is a time when your hard-earned money needs to start working for you, which is why we believe in creating a solid financial plan to replace your regular paycheck. To achieve financial independence, it is crucial to start preparing well before retirement. By building good financial habits and creating a personalized plan, you can work towards a future where you have control over your money and can make decisions that align with your values and goals. At Gen Wealth Financial Advisors, we celebrate our clients' success stories of achieving financial independence and believe that it is possible for everyone.
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Authentic Financial Advisors
● OpenAuthentic Financial Advisors is a reputable finance institution located at 71128 Louisiana 59, Abita Springs, Louisiana, United States. Our team of experienced financial advisors is dedicated to providing personalized and reliable financial guidance to individuals and businesses. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, our experts are here to help. Trust Authentic Financial Advisors to help you navigate the complexities of finance and achieve your financial goals.
71128 LA-59, Abita Springs, LA 70420, United States -
Snow Financial Group, LLC
● OpenSnow Financial Group, LLC is a finance institution located at 127 West 21st Avenue in Covington, Louisiana, United States. Our focus is on evaluating each client's portfolio for long-term growth and income that can withstand market volatility. We believe in providing clarity, guidance, and exceptional service to our clients, ensuring that their financial needs are met. Our team, led by professionals like Paul, Dom, and Conner, is dedicated to offering top-notch guidance and personalized financial planning tailored to each individual. Our clients have expressed their satisfaction with our services, praising our knowledge, professionalism, and commitment to their financial success. If you are looking for a trustworthy and reliable financial advisor, Snow Financial Group is the right choice for you.
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Advocacy Financial, LLC / Joe Prisco, JD, CFP
● OpenAdvocacy Financial, LLC, led by Joe Prisco, JD, CFP, is a reputable finance institution located at 512 South Tyler Street in Covington, Louisiana, United States. Specializing in providing expert financial advice and services, Joe Prisco and his team are dedicated to helping clients navigate the complex world of finance with confidence and clarity. With a focus on advocacy and personalized solutions, Advocacy Financial, LLC is committed to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking expert guidance on financial matters, Advocacy Financial, LLC is here to provide the support and expertise you need.
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Kim Guillory Coaching
● OpenKim Guillory Coaching is a transformative institution located at 5850 Vidrine Road in Ville Platte, Louisiana, United States. Kim Guillory understands that to truly build a successful and impactful business, you need more than just a cookie cutter plan - you need a personalized strategy tailored specifically for you. Specializing in coaching for mind body practitioners, Kim offers personal support to help you overcome limiting beliefs, self doubt, and imposter syndrome. Through top-notch business, marketing, selling, and scaling strategies, Kim will guide you towards reaching your personal, professional, and financial goals.
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Stephenson Investment Group
● OpenStephenson Investment Group is a leading accounting and finance institution located at 1407 West Prien Lake Road in Lake Charles, Louisiana, United States. Our team of experienced professionals provides a wide range of investment services to help individuals and businesses achieve their financial goals. With a focus on personalized attention and expert advice, Stephenson Investment Group is dedicated to helping our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.
1407 W Prien Lake Rd, Lake Charles, LA 70601, United States -
Apple Guerin Company of Baton Rouge
● OpenApple Guerin Company of Baton Rouge, located at 6421 Perkins Road in Louisiana, is a trusted institution specializing in accounting and finance services. Our dedicated team of financial professionals is committed to helping you achieve your goals by providing personalized attention, accurate data reporting, and proven strategies for success. As we await updates from Congress regarding relief bills for businesses, we encourage you to visit our website for resources on employee pay and unemployment. We appreciate your patience and look forward to resuming full operations soon.
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MireGroup CPAs
● OpenMireGroup CPAs is a leading accounting and finance institution located at 1003 Hugh Wallis Road South in Lafayette, Louisiana, United States. Our monthly, fixed-rate subscription model allows businesses to achieve their financial goals with ease. Access our accounting and tax resources to gain clarity on software and best practices, and leverage our technology-driven approach to focus on decision-making while we take care of your books. Our user-friendly technology ensures that your financial data is organized, up-to-date, and easily accessible for historical reference. Make better decisions for your business with accurate data that provides clarity and helps you identify opportunities for financial growth. Take advantage of our weekly podcast and blog full of best practices to enhance your business operations. Join us as we sit down with industry experts to discuss topics such as workplace theft prevention and more. Visit us at 1003 S. Hugh Wallis Road, Building C, Lafayette, LA 70508 to learn more about how MireGroup CPAs can help your business thrive.
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Waters Parkerson & Co
● OpenWaters Parkerson & Co. is a finance institution located at 601 Poydras Street in New Orleans, Louisiana. Established in 1933, we our approach is conservative, disciplined, and personalized. We are a fee-only, independent, employee-owned Registered Investment Advisor specializing in personalized investment advice and financial planning for high-net-worth individuals and institutions. Our team actively manages equity and fixed-income investments, providing financial planning services for clients in over 35 states. With a focus on long-term and diversified investment strategies, we work closely with clients to create personalized portfolios and offer sound financial planning advice. Our goal is to provide clients with the confidence to make informed decisions in all areas of their financial lives. Visit us at 601 Poydras Street, Suite 2210, New Orleans, LA 70130 to learn more about our services.
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Dawn Cook - Thrivent
● OpenDawn Cook - Thrivent is a finance institution located at 1808 Front Street, Slidell, Louisiana, United States. The institution is licensed in multiple states including AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No matter your background, with God and access to the right information, proper planning can shift the trajectory of anyone’s life. The institution provides guidance and support to help individuals plan for their financial future.
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Dent Wealth Advisors
● OpenDent Wealth Advisors, located at 301 Main Street in Baton Rouge, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals. Our personalized wealth management solutions are designed to align with your values and priorities, providing you with more clarity, certainty, and confidence in your financial future. Our intentional and methodical process ensures that you get the results you want, while our team of elite professionals collaborate with your existing advisors to provide ongoing support. Visit us at our Baton Rouge location to learn more about how Dent Wealth Advisors can help you secure your financial future.
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Meche Chris CPA
● OpenMeche Chris CPA is a reputable accounting and finance institution located at 117 Rena Drive in Lafayette, Louisiana, United States. Our team of experienced CPAs provides a wide range of financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Meche Chris CPA is here to assist you every step of the way. Contact us today to learn more about how we can help you with your financial needs.
117 Rena Dr, Lafayette, LA 70503, United States -
Larry's Income Tax & Bookkeeping Service
● OpenLarry's Income Tax & Bookkeeping Service is a reputable institution located at 3623 Florida Avenue in Kenner, Louisiana, United States. Specializing in accounting and finance services, we provide expert assistance with income tax preparation and bookkeeping for individuals and businesses alike. With a team of experienced professionals, we are dedicated to helping our clients navigate the complexities of the financial world with ease and confidence. Trust Larry's Income Tax & Bookkeeping Service for all your financial needs.
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Harold Asher CPA, LLC
● OpenHarold Asher CPA, LLC, located at 433 Metairie Road in Metairie, Louisiana, is a specialized accounting and finance institution with a focus on forensic accounting and financial, economic, and fraud investigation. With a commitment to excellence, our team provides objective analysis and expert witness testimony for complex financial disputes and accounting investigations. We work closely with clients and their legal advisers on a variety of matters, including detecting fraud, bankruptcy fraud, employment disputes, fraud detection and prevention, forensic accounting due diligence, loss of income or profits, marital disputes, economic loss quantification, and business valuation methods. Our expertise and experience in these areas make us a valuable resource for individuals and organizations seeking financial clarity and resolution. Contact us at 504-566-7577 for more information.
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