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TOP 30 Financial education services in Lake Charles, LA
26 results found
Search for local businesses, places and services near you
Divine 911 Financial Services LLC
Divine 911 Financial Services LLC is a finance and insurance agency located at 2807 5th Avenue, Lake Charles, Louisiana, United States. Our team of certified and licensed financial experts applies accredited education and cutting-edge technology to provide accurate and efficient service to our clients. We specialize in income tax preparation for individuals and companies, identifying potential tax credits and liabilities to ensure accurate and timely filings. Our goal is to help you get the best value for your time and the maximum funding you qualify for and deserve. At Divine 911 Financial Services LLC, we help our clients utilize tax exemptions, deductions, and benefits offered by authorities to minimize liability and save on taxes while staying compliant with legislation and regulations. Our tax planning services are designed to save you money and mitigate your tax burden, ensuring that you make the right financial decisions for your personal or corporate needs. Visit our client questionnaire page for faster service and let us help you navigate your financial future with confidence.
Edward Jones - Financial Advisor: Charles Chandler, CFP®
Edward Jones - Financial Advisor: Charles Chandler, CFP® is a trusted financial institution located at 5656 Nelson Road in Lake Charles, Louisiana, United States. As a Certified Financial Planner, Charles Chandler offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for your children's education, Charles Chandler can provide expert advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Charles Chandler, CFP® is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Paula Winzer
Edward Jones - Financial Advisor: Paula Winzer is a reputable finance institution located at 4999 Common Street in Lake Charles, Louisiana, United States. Paula Winzer is a dedicated and experienced financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Paula Winzer is committed to providing expert guidance and tailored solutions to help clients secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Edward Jones - Financial Advisor: Paula Winzer is here to provide the guidance and support you need.
Jose Vasquez - Financial Advisor, Ameriprise Financial Services, LLC
Jose Vasquez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 814 West McNeese Street in Lake Charles, Louisiana, United States. With a focus on your goals, such as retirement or education, we provide personalized investment recommendations based on your risk tolerance. We regularly review and adjust your portfolio as needed, helping you track your progress towards your financial objectives. You can access your accounts and investments securely from any device. Schedule a complimentary consultation to learn more about how we can assist you. Jose Vasquez is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Let's meet to discuss your financial priorities and goals. Please note that the initial consultation provides a general overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends and family members achieve their financial aspirations. Your referrals will be contacted soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a focus on privacy and security.
Merrill Lynch Financial Advisor Patricia Anne Philmon
Merrill Lynch Financial Advisor Patricia Anne Philmon is a finance institution located at 2020 Country Club Road, Lake Charles, Louisiana, United States. Patricia Philmon specializes in managing wealth by creating personalized strategies tailored to each client's unique financial situation. With access to the investment insights of Merrill and the banking solutions of Bank of America, Patricia and her team of experienced individuals are dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Patricia focuses on helping clients achieve their financial goals by understanding their priorities and aspirations. Through in-depth conversations, she helps clients identify and prioritize their goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and ongoing discussions about life changes, Patricia designs and implements personalized plans to help clients pursue their goals while managing investment risk.
Mulvey & Associates - Ameriprise Financial Services, LLC
Mulvey & Associates - Ameriprise Financial Services, LLC, located at 4110 Lake Street in Lake Charles, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team provides personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. We offer regular meetings to review your progress, update your approach as needed, and track your journey towards financial success. With secure online access, you can monitor your investments and accounts from any device at any time. Schedule a complimentary initial consultation to learn more about our services and how we can assist you. Our financial advisors are registered to do business in certain U.S. states, so please refer to our website for more details. Trust Ameriprise Financial Services, LLC to help you navigate the complexities of finance and work towards a brighter financial future.
Richard A Hinton - Financial Advisor, Ameriprise Financial Services, LLC
Richard A Hinton is a Financial Advisor at Ameriprise Financial Services, LLC located at 4110 Lake Street in Lake Charles, Louisiana, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Richard A Hinton is equipped to provide expert financial advice tailored to the individual needs of clients. From asset management to retirement planning, estate planning to investment opportunities, Richard A Hinton offers comprehensive services to help clients achieve their financial goals. With a focus on ethical practices and ongoing education, Richard A Hinton is dedicated to providing high-quality financial advice to clients in the Lake Charles area.
Dylan Breaux - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Breaux is a financial advisor at Ameriprise Financial Services, LLC located at 4110 Lake Street in Lake Charles, Louisiana, United States. Dylan provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. Dylan offers complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Dylan Breaux is properly registered to conduct securities business in select states. For more information, visit FINRA's BrokerCheck website. Get started on a path towards a more confident financial future by scheduling a consultation with Dylan Breaux today.
Merrill Lynch Financial Advisor Vaughn Scofield
Merrill Lynch Financial Advisor Vaughn Scofield is a finance institution located at 2020 Country Club Road, Lake Charles, Louisiana, United States. Vaughn Scofield and his team offer a comprehensive approach to wealth management, providing personalized wealth planning and tailored strategies to clients. They are supported by the investment insights and product breadth at Merrill, as well as the banking, trust, and fiduciary services from Bank of America. The institution follows the Merrill tradition of participating in the communities they serve, with a focus on volunteering. Merrill Personal Wealth Analysis™ is used to build and document personalized plans for clients, centered on their goals and focused on what they want to achieve. The team at Merrill, led by Vaughn Scofield, is dedicated to building strong client relationships based on trust and personalized service. They offer services such as Wealth Management Client Associate and Resident Director Assistant.
TaxWebb Lake Charles
TaxWebb Lake Charles, located at 1802 Kirkman Street in Lake Charles, Louisiana, is a finance institution that specializes in Income Tax Preparation for businesses and individuals. Our team is dedicated to providing high-quality services through professional continuing education, state-of-the-art technology, and strong business relationships. We offer a full range of tax services with personalized attention to meet your needs. With years of experience in IRS audit strategies and financial issues, you can trust that your business is in good hands with TaxWebb. Our business consulting services can help guide you towards growth and success. Stay informed with the latest news and information on federal taxes and government tax news. Let TaxWebb Lake Charles help you navigate the complexities of tax laws and regulations.
McNeese State University
Located in Lake Charles, Louisiana, McNeese State University is a dynamic and nationally recognized institution. Ranked as one of the top universities in the South, we are committed to providing a student-centered experience that helps you achieve your dreams. Whether you are a high school senior looking to enroll or a current student seeking guidance on your academic journey, we have the tools and resources to support you. With a focus on inclusivity and excellence, McNeese State University is dedicated to being the first choice for students and faculty alike. Visit us at 4205 Ryan Street or contact us at 800-622-3352 to learn more about the unforgettable experience that awaits you at McNeese State University.
James Burnham - State Farm Insurance Agent
James Burnham - State Farm Insurance Agent is an insurance agency located at 375 Sam Houston Jones Parkway in Moss Bluff, Louisiana. Across the street from Market Basket and Lakeside Bank, James Burnham and his team have over 70 years of combined insurance experience. They offer a wide range of insurance services including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Business Insurance, and Financial Services. They also provide coverage for outdoor activities such as Camper Insurance, RV Insurance, Boat Insurance, and Motorcycle Insurance. Serving all parishes in Louisiana and Texas, the team at James Burnham - State Farm Insurance Agent is dedicated to providing personalized service to their customers. They focus on helping individuals and families protect what is important to them, whether it's their lives, property, or liability. With a team of experienced professionals including Marc, Khristen, Cheryl, Amanda, and Anna, they are committed to going the extra mile for their customers.
Whispering Hope
Whispering Hope is a non-profit organization located at 2501 Griffin Street in Lake Charles, Louisiana. Our mission is to provide support and resources to individuals and families facing difficult circumstances, offering a beacon of hope in times of need. Through our various programs and services, we strive to empower and uplift those in our community who are struggling. Whether it's through counseling, financial assistance, or educational workshops, Whispering Hope is dedicated to making a positive impact on the lives of those we serve. Visit us today to learn more about how we can help you or someone you know find hope and healing.
Chris Gaudet Insurance
Chris Gaudet Insurance, located at 1528 East Prien Lake Road in Lake Charles, Louisiana, is a State Farm insurance agency serving the surrounding cities in Beauregard, Calcasieu, Cameron, Jeff Davis, and Allen Parishes. Established in 2008, Chris Gaudet and his team are dedicated to providing top-notch service for all your insurance needs, including car, home, renters, life, health, and business insurance. As a proud member of the local Chamber of Commerce, Chris Gaudet is committed to protecting families through proper education and guidance, helping them recover from the unexpected. Whether you need a free quote for car insurance, home insurance, or life insurance, the friendly staff at Chris Gaudet Insurance is ready to assist you. With a mission to enhance the quality of life for the people of Southwest Louisiana, Chris Gaudet Insurance takes a Christ-like approach to serving their clients with integrity and compassion. Contact them today for all your insurance and financial services needs.
Chris Gaudet - State Farm Insurance Agent
Chris Gaudet - State Farm Insurance Agent is a trusted insurance agency located at 411 West College Street in Lake Charles, Louisiana. Serving the communities of Lake Charles, Sulphur, Carlyss, Vinton, Dequincy, Iowa, and surrounding areas in Beauregard, Calcasieu, Cameron, Jeff Davis, and Allen Parishes, Chris Gaudet and his team are dedicated to providing excellent service and protection for your insurance needs. With over a decade of experience, Chris Gaudet is a proud member of the local Chamber of Commerce and has received awards for his outstanding service as an insurance agent. Whether you need car insurance, home insurance, renters insurance, life insurance, health insurance, or business insurance, the team at Chris Gaudet - State Farm Insurance Agent is here to help.
Ehlers & Assoc CPA LLC
Ehlers & Assoc CPA LLC is a leading accounting and finance institution located at 800 Ryan Street in Lake Charles, Louisiana, United States. Our team of experienced CPAs offers a wide range of professional services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial matters with confidence. Contact us today to learn more about how we can assist you with your accounting and finance needs.
CSE Federal Credit Union
CSE Federal Credit Union, located at 4321 Nelson Road in Lake Charles, Louisiana, offers a variety of financial services including ATM access and loans to help you achieve your goals. They provide links to third party websites for convenience, but prioritize your privacy and security. Their SMART Financial Education Center offers interactive modules in English and Spanish to help you build financial success. The Fraud Resource Center helps you stay informed about scams and how to protect yourself. Even if you're not near a CSE location, as a member you can access a network of surcharge-free ATMs. With affordable rates and a mission to serve their field of membership, CSE Federal Credit Union is dedicated to helping you with your financial needs. Contact a representative for further assistance and visit their website for more information.
Southwest Louisiana Credit Union
Southwest Louisiana Credit Union, located at 2255 East McNeese Street in Lake Charles, Louisiana, is a trusted institution in the banking and finance industry. We offer unlimited checking and free convenient services, including up to $10 cashback per month and nationwide ATM refunds. Our loan experts are available to help you achieve your financial goals, whether you apply online or visit one of our branches. As a member of our credit union, you will receive personal service, free financial counseling, and low rates. We welcome individuals who live, work, or worship in Calcasieu, Cameron, or Beauregard Parish to join our community-focused institution. At Southwest Louisiana Credit Union, our mission is Financial Empowerment for ALL. We are proud to be a designated Community Development Financial Institution (CDFI), providing financial education and fostering community partnerships to address the needs of our members and communities. Click 'Continue' to learn more or 'Return To Site' to stay connected with us.
Southwest Louisiana Credit Union
Southwest Louisiana Credit Union, located at 4056 Ryan Street in Lake Charles, Louisiana, is a trusted financial institution offering a range of banking and finance services. As a member, you can enjoy unlimited checking, free convenient services, and up to $10 cashback per month, along with nationwide ATM refunds. Whether you need a loan for a big purchase or are looking for financial guidance, our loan experts are here to help. We are committed to providing resources and support to help our members achieve their financial goals. If you live, work, or worship in Calcasieu, Cameron, or Beauregard Parish, you can join Southwest Louisiana Credit Union and benefit from low rates, personal service, free financial counseling, and more. Our mission is Financial Empowerment for ALL, and as a Community Development Financial Institution (CDFI), we focus on providing financial education and fostering community partnerships to address the needs of our communities and members. Visit us online or at your nearest branch to learn more about how Southwest Louisiana Credit Union can help you.
CSE Federal Credit Union
CSE Federal Credit Union, located at 1170 Sam Houston Jones Parkway in Lake Charles, Louisiana, offers a range of financial services including ATM access and loans to help you achieve your goals. While we provide links to third party websites for your convenience, we prioritize your privacy and security. Our SMART Financial Education Center offers interactive modules in both English and Spanish to help you build financial success. Stay informed about the latest scams and fraud prevention tactics through our Fraud Resource Center. Even if you're not near a physical CSE location, as a member you can access a network of surcharge-free ATMs. Our mission is to provide affordable financial services to everyone in our field of membership. Contact us for further assistance and start working towards your dreams with our free online tools. Remember, all loans are subject to credit approval and membership eligibility.
Louisiana Small Business Development Center at McNeese State University
The Louisiana Small Business Development Center at McNeese State University, located at 4310 Ryan Street in Lake Charles, Louisiana, is a valuable resource for small business owners in the area. Testimonials from satisfied clients highlight the impact of the services provided by the LSBDC, including assistance with business growth, financial planning, government procurement, marketing research, and business restructuring. The LSBDC is part of a network hosted by Louisiana State University and is funded through partnerships with the U.S. Small Business Administration, Louisiana Economic Development, and other educational institutions. The center offers programs and resources to support small businesses in the community, with a commitment to providing equal access to all. For individuals with disabilities or limited English proficiency, accommodations can be made upon request.
Langley, Williams & Company, L.L.C.
Langley, Williams & Company, L.L.C. is a reputable accounting and finance institution located at 205 West College Street in the heart of Lake Charles, Louisiana, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing high-quality services and personalized solutions sets them apart as a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Langley, Williams & Company, L.L.C. is committed to helping you achieve your financial goals.
Ben Bourgeois - Northwestern Mutual
Ben Bourgeois - Northwestern Mutual is a trusted financial institution located at 127 Broad Street in Lake Charles, Louisiana. As a branch of Northwestern Mutual, we are committed to helping our clients achieve financial security and peace of mind through personalized financial planning services. Our team of experienced financial advisors are dedicated to providing expert guidance and support to help individuals and families reach their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to protect your assets, Ben Bourgeois - Northwestern Mutual is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.
NOLA Lending Group
NOLA Lending Group is a leading finance institution located at 129 West College Street in Lake Charles, Louisiana, United States. Our team of experienced professionals is dedicated to providing exceptional lending services to individuals and businesses in the area. Whether you are looking for a mortgage, personal loan, or business financing, NOLA Lending Group is here to help you achieve your financial goals. Contact us today to learn more about our competitive rates and personalized loan options.
Mary K. Scalisi, CPA, PFS
Mary K. Scalisi, CPA, PFS is a reputable accounting and finance institution located at 675 West College Street in Lake Charles, Louisiana, United States. With a focus on providing expert financial services, Mary K. Scalisi, CPA, PFS offers a wide range of accounting services, including tax preparation, auditing, and financial planning. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and reliable services. Trust Mary K. Scalisi, CPA, PFS for all your accounting and finance needs.
Kathryn C. Carpenter, CPA, LLC
Kathryn C. Carpenter, CPA, LLC is a reputable accounting and finance institution located at 625 West College Street in Lake Charles, Louisiana, United States. With a team of skilled professionals led by Kathryn C. Carpenter, a certified public accountant, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can rely on the expertise and dedication of the staff at Kathryn C. Carpenter, CPA, LLC to provide accurate and reliable financial solutions tailored to their individual needs.
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