TOP 10 Financial education services in Lafayette, Louisiana

The University of Louisiana at Lafayette is a prestigious institution located at 104 East University Avenue in Lafayette, Louisiana, United States. As a leading school and university, it offers a wide range of academic programs and research opportunities to students from all over the world. With a strong focus on innovation and excellence, the University of Louisiana at Lafayette is committed to providing a top-notch education and preparing students for successful careers in their chosen fields. Its vibrant campus and dedicated faculty make it a dynamic and enriching place to learn and grow.

Jeffery Johnson: Primerica - Financial Services is an insurance agency located at 102 Asma Boulevard in Lafayette, Louisiana. Specializing in financial services, Jeffery Johnson and his team are dedicated to helping individuals and families secure their financial futures. With a focus on providing personalized and comprehensive insurance solutions, they strive to educate and empower their clients to make informed decisions about their financial well-being. Whether you're looking for life insurance, retirement planning, or investment options, Jeffery Johnson: Primerica - Financial Services is committed to helping you achieve your financial goals.

Lafayette Schools' Federal Credit Union is a trusted financial institution located at 315 Rue du Belier in Lafayette, Louisiana, United States. As a credit union, we provide a range of financial services including ATM access for our members. Our mission is to serve the employees and families of Lafayette schools by offering competitive rates and personalized financial solutions. Join us and experience the benefits of being a member of Lafayette Schools' Federal Credit Union.

The Miles Perret Center Cancer Services is a renowned health institution located at 2130 Kaliste Saloom Road in Lafayette, Louisiana, United States. This center provides comprehensive support and services for individuals and families affected by cancer. From counseling and support groups to educational resources and financial assistance, the Miles Perret Center is dedicated to helping those facing the challenges of cancer. With a compassionate and experienced team of professionals, this institution is a beacon of hope and healing for the community.

The UL-Lafayette Student Cashiers Center is a convenient and essential service located on the campus of the University of Louisiana at Lafayette. Situated at 600 McKinley Street in Lafayette, Louisiana, this center provides students with a centralized location to take care of their financial transactions, such as paying tuition fees, purchasing parking permits, and more. With friendly and knowledgeable staff ready to assist students with their financial needs, the UL-Lafayette Student Cashiers Center is committed to providing efficient and effective service to the university community.

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.

Edward Jones - Financial Advisor: Rhett D Hackett, AAMS™ is a reputable financial institution located at 6413 Johnston Street in Lafayette, Louisiana, United States. As a trusted advisor, Rhett D Hackett, AAMS™ provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Rhett D Hackett, AAMS™ strives to provide expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Rhett D Hackett, AAMS™ is committed to helping you secure a more stable and prosperous financial future.

Edward Jones - Financial Advisor: Conlan Quebedeau is a trusted financial institution located at 819 East Broussard Road in Lafayette, Louisiana. As a part of the Edward Jones network, Conlan Quebedeau provides personalized financial advice and services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Conlan Quebedeau offers a range of investment options and financial strategies to help clients plan for a secure future. Whether you are looking to save for retirement, invest for your children's education, or build a diversified portfolio, Edward Jones - Financial Advisor: Conlan Quebedeau can help guide you towards financial success.

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.

Merrill Lynch Financial Advisor Randall B Burge is a finance institution located at 900 South College Road, Lafayette, Louisiana, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to any changes that may occur over time. Through in-depth conversations, your advisor helps you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding your child's education. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and what you want to achieve. As your life and goals evolve, your financial approach can be updated to reflect these changes.

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.

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.

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.

Edward Jones - Financial Advisor: Barry A Uze, AAMS™ is a reputable finance institution located at 102 Youngsville Highway in Lafayette, Louisiana, United States. As a trusted financial advisor, Barry A Uze offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the long term, Barry A Uze and his team are dedicated to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Steve Self is a reputable finance institution located at 308 Doucet Road in Lafayette, Louisiana. As a dedicated financial advisor, Steve Self provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Self offers a comprehensive range of financial services including retirement planning, wealth management, and investment planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steve Self is committed to providing expert advice and support every step of the way. Visit us today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Scott T Medeiros is a finance institution located at 900 South College Road, Lafayette, Louisiana, United States. Our financial planning process is centered around you and your goals. We start by having a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed. We believe in achieving financial success by making investment decisions that align with your meaningful goals. Our team of experienced professionals is committed to building strong client relationships based on trust and personalized service. We offer personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America. We understand that life and financial markets can change, so we regularly check in with you to discuss any adjustments needed to your financial approach.

Edward Jones - Financial Advisor: Marc E Malespin is a trusted financial institution located at 624 Lafayette Street in Youngsville, Louisiana, United States. Specializing in personalized financial planning and investment services, Marc E Malespin is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Marc E Malespin is committed to providing tailored solutions to meet your individual needs.

Vernon Moret - Financial Advisor, Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers personalized finance services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Vernon Moret provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. With access to your investments and accounts from any device, you can stay informed and secure. Schedule a complimentary initial consultation to learn more about how Vernon Moret can assist you in achieving your financial goals. As a member of FINRA and SIPC, Vernon Moret is registered to conduct securities business in certain states. Take advantage of the opportunity to refer friends or family members to help them reach their financial goals as well. Remember to review the Ameriprise Financial Website Rules and Regulations for privacy and security information.

rill Lynch Financial Advisor Thomas L Kreamer is a finance institution located at 900 South College Road in Lafayette, Louisiana, United States. The Clark Kreamer Hebert Cox Group at Merrill Lynch believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience through Bank of America. They strive to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. The team at Merrill Lynch understands that every relationship begins with a conversation, focusing on identifying and prioritizing your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, they aim to help you make investment-related decisions that align with your personal goals. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that suits you.

rill Lynch Financial Advisor Kristopher P Cox, located at 900 South College Road in Lafayette, Louisiana, United States, offers comprehensive financial planning services. The Clark Kreamer Hebert Cox Group, dedicated to building strong client relationships, believes in teamwork and involvement to deliver personalized wealth management solutions. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team strives to be your primary source for financial advice and guidance. Through in-depth conversations and the Investment Personality Assessment, the team at Merrill Lynch aims to understand your goals and priorities to create a customized financial approach tailored to your needs. With a focus on managing, growing, and preserving your wealth, the team's broad financial experience ensures a balanced financial planning approach for individuals, families, and businesses.

Edward Jones - Financial Advisor: Ron Hebert is a reputable financial institution located at 340 Kaliste Saloom Road in Lafayette, Louisiana. As a trusted financial advisor, Ron Hebert provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Ron Hebert is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ron Hebert is committed to helping clients secure their financial future.

United Way of Acadiana is a non-profit organization located at 215 East Pinhook Road in Lafayette, Louisiana. Their mission is to improve the quality of life for individuals and families in the Acadiana region by mobilizing resources and partnerships to address critical community needs. They work with local businesses, government agencies, and volunteers to provide support for education, health, and financial stability initiatives. Through their programs and services, United Way of Acadiana strives to create a stronger, more resilient community for all residents.

Western & Southern Life Insurance Company, located at 315 South College Road in Lafayette, Louisiana, is an insurance agency dedicated to helping individuals and businesses plan for their financial futures. With a range of products and personalized guidance, we can assist you in achieving your financial goals. Explore our financial tools, educational resources, and interactive calculators to gain confidence in managing your money. Our commitment to providing high-quality products and services sets us apart, and we offer comprehensive rewards and training to support your success. As a member of the Western & Southern Financial Group, we strive to meet all your life insurance and financial needs. Please note that securities are offered through W&S Brokerage Services, Inc., and some products are issued by companies not affiliated with W&S Agency, Inc. It's important to consult a legal or tax advisor for specific advice. Western & Southern Life is dedicated to providing financial strength and security for our customers, and we are here to support you every step of the way.

Dal Earnest, New York Life is an insurance agency located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. They offer permanent policies with guaranteed death benefits and cash value growth, as well as long-term customizable coverage that can be tailored to fit your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to illness or injury, and providing professionally managed investments with market potential. They also offer guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they aim to provide personalized solutions to help individuals and families thrive financially. Dal Earnest, New York Life is committed to giving back to the community through charitable initiatives and supporting various causes such as bereavement, education, and workplace programs. They have been in the business since 1845 and have a strong reputation for financial stability, accountability, and service excellence. Their diverse and inclusive workforce reflects the communities they serve, and they strive to make a positive impact on society through their philanthropic efforts. With a focus on community engagement and social responsibility, Dal Earnest, New York Life aims to help individuals and families achieve financial security and peace of mind.

The Better Business Bureau of Acadiana is a trusted organization located at 4003 West Congress Street in Lafayette, Louisiana, United States. They are dedicated to promoting a fair and ethical marketplace by providing businesses and consumers with valuable resources and information. With a focus on building trust between businesses and customers, the BBB of Acadiana offers accreditation services, dispute resolution, and educational programs to help businesses thrive and consumers make informed purchasing decisions. Contact them today to learn more about how they can help you navigate the marketplace with confidence.

Katie Sanford - State Farm Insurance Agent is a trusted insurance agency located at 1801 Camellia Boulevard in Lafayette, Louisiana, United States. Situated on the 2nd floor of the First National Bank of Jeanerette Building, we proudly serve the Acadiana area, including Lafayette, Youngsville, Broussard, and more, with a wide range of insurance services such as Auto, Home, Condo, Renters, Life, Pet, and Business Insurance, as well as Financial Services. Our team, led by Katie Sanford, is dedicated to educating our customers on the best ways to protect what matters most to them. We continuously strive for excellence and have received various accolades from State Farm for our commitment to our customers and community. Whether you're moving to the Lafayette Parish area or looking for insurance solutions, we are here to help.

Blueprints for Managers is a finance institution located at 2851 Johnston Street in Lafayette, Louisiana, United States. Our mission is to provide comprehensive and practical financial management strategies for managers in various industries. Our team of experts offer personalized guidance and solutions to help managers achieve their financial goals and maximize their business success. Whether you are a seasoned professional or just starting out in your career, Blueprints for Managers is here to support you every step of the way. Contact us today to learn more about our services and how we can help you thrive in the world of finance.

Bottom Line Industries Inc is a leading institution located at 502 Richland Avenue in Lafayette, Louisiana, United States. Our mission is to provide innovative solutions and services to help businesses improve their bottom line. With a team of experienced professionals, we offer a wide range of consulting services, including financial analysis, strategic planning, and operational efficiency. Whether you are a small startup or a large corporation, Bottom Line Industries Inc is dedicated to helping you achieve your business goals and maximize your profitability. Contact us today to learn more about how we can help your business thrive.

South Louisiana Community College is a dynamic institution located at 1101 Bertrand Drive in Lafayette, Louisiana. As a university, we offer a wide range of academic programs and courses to help students achieve their educational and career goals. Our dedicated faculty and staff are committed to providing a supportive and inclusive learning environment for all students. Join us at South Louisiana Community College and start your journey towards a brighter future today.

University of Louisiana Federal Credit Union is a trusted financial institution located at 619 McKinley Street in Lafayette, Louisiana, United States. As a full-service credit union, we offer a wide range of financial services including ATM access, banking services, and personalized financial solutions. Our dedicated team is committed to providing our members with exceptional service and competitive rates. Join us today and experience the convenience and benefits of banking with University of Louisiana Federal Credit Union.