Financial literacy in Metairie, Louisiana
23 results found
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Sedrick Thomas: Primerica - Financial Services
● OpenSedrick Thomas: Primerica - Financial Services is a reputable finance and insurance agency located at 3200 Ridgelake Drive in Metairie, Louisiana, United States. With a focus on helping individuals and families achieve financial security and success, our team of experienced professionals offers a range of services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, Sedrick Thomas: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to help you reach your goals. Contact us today to learn more about how we can assist you in securing your financial future.
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Monet Leedeltra Harris: Primerica - Financial Services
● OpenMonet Leedeltra Harris: Primerica - Financial Services is a finance and insurance agency located at 3200 Ridgelake Drive in Metairie, Louisiana, United States. With a focus on providing comprehensive financial services to individuals and families, Monet Leedeltra Harris offers a range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investments, or insurance coverage, the dedicated team at Monet Leedeltra Harris is committed to providing personalized and professional service to meet the unique needs of each client. Contact them today to start securing your financial future.
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Scot Billeaudeau - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScot Billeaudeau is a Financial Advisor at Ameriprise Financial Services, LLC located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. Scot holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Scot is dedicated to providing personalized financial advice and strategies to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Scot aims to help clients make informed decisions and achieve their financial goals.
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Jennifer Slimmer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer Slimmer is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard in Metairie, Louisiana, United States. She 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 Certified Military Financial Advisor®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various individuals and businesses. Jennifer is committed to providing comprehensive and personalized financial advice to her clients, helping them achieve their financial goals and secure their financial future.
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Edward Jones - Financial Advisor: Kevin M Stierwald, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Kevin M Stierwald, CFP®|AAMS™ is a reputable financial institution located at 6660 Riverside Drive in Metairie, Louisiana, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Kevin M Stierwald provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Kevin M Stierwald and Edward Jones are dedicated to providing personalized and comprehensive financial solutions. Visit their office today to start planning for a secure financial future.
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Christopher Gleber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Gleber is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard in Metairie, Louisiana, United States. He 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®. Christopher Gleber offers expertise in asset management, retirement planning, estate planning, investment strategies, and more. His comprehensive knowledge and commitment to ethical practices make him a trusted advisor for individuals, retirees, small business owners, and high net worth clients.
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Daniel Herrera - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Herrera is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard, Metairie, Louisiana, United States. Daniel holds various certifications such as 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 demonstrate Daniel's expertise in various aspects of finance, including asset management, retirement planning, estate planning, investment management, and insurance products. Daniel is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
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Thomas Financial Group LLC
● ClosedThomas Financial Group LLC is a reputable finance and insurance agency located at 3333 West Napoleon Avenue in Metairie, Louisiana, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Next Choice Financial LLC
● ClosedNext Choice Financial LLC is a leading finance institution located at 1 Galleria Boulevard in Metairie, Louisiana, United States. Our team of financial experts is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Next Choice Financial LLC is here to help. With a focus on transparency and integrity, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.
1 Galleria Blvd Suite 1900, Metairie, LA 70001, United StatesAdvertisements -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 111 Veterans Memorial Boulevard in Metairie, Louisiana. With a strong focus on helping clients achieve financial security and peace of mind, Northwestern Mutual offers a wide range of services including wealth management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and support to help individuals and families achieve their financial goals. Trust Northwestern Mutual to be your partner in securing a stable and prosperous future.
111 Veterans Memorial Blvd STE 940, Metairie, LA 70005, United StatesAdvertisements -
Magnolia Wealth Strategies
● ClosedMagnolia Wealth Strategies is a finance and insurance agency located at 3838 North Causeway Boulevard in Metairie, Louisiana, United States. Our institution is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a team of experienced financial advisors and insurance specialists, we provide comprehensive services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or protecting your assets, Magnolia Wealth Strategies is committed to helping you build a secure financial future. Visit us today to learn more about how we can help you reach your financial goals.
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PELICAN STATE NOTARY ACADEMY(TM) Of CONTINUING EDUCATION
● ClosedPelican State Notary Academy(TM) of Continuing Education is a reputable institution located at 3349 Ridgelake Drive in Metairie, Louisiana, United States. Specializing in finance education, the academy offers comprehensive courses and training programs for individuals looking to enhance their skills and knowledge in the field of notary services. With experienced instructors and a supportive learning environment, students can expect to receive top-notch education that will help them succeed in their careers as notaries. Join Pelican State Notary Academy(TM) today and take the next step towards achieving your professional goals in the finance industry.
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Hibernia Bank
● ClosedHibernia Bank is a trusted financial institution located at 5620 Veterans Memorial Boulevard in Metairie, Louisiana, United States. As a full-service bank, Hibernia offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a strong commitment to customer service and community involvement, Hibernia Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the personalized service and expertise that sets Hibernia Bank apart from the rest.
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Regions Bank
● ClosedRegions Bank, located at 2030 Metairie Road in Metairie, Louisiana, is a full-service financial institution offering a range of consumer and business products and services. Whether you need to send or receive money domestically or internationally, pay bills, or access your accounts through Online and Mobile Banking, Regions Bank is committed to providing excellent customer service. We also support nonprofit resources and educational initiatives to create shared value in the community. With knowledgeable professionals ready to help you take the next step in your financial journey, Regions Bank is here to assist you every step of the way. Please note that when using Western Union for currency exchange, fees and rates may vary. The Regions logo, LifeGreen color, and LifeGreen bike are trademarks of Regions Bank. Visit our website for more information and to schedule an appointment. Thank you for choosing Regions Bank.
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Nationwide College Planning Specialist
● ClosedNationwide College Planning Specialist is a renowned educational institution located at 4051 Veterans Boulevard in Metairie, Louisiana, United States. As a school and university, we specialize in providing expert guidance and support for students as they navigate the college planning process. Our dedicated team of professionals helps students explore their options, navigate the application process, and secure financial aid. With a focus on individualized attention and personalized support, Nationwide College Planning Specialist is committed to helping students achieve their academic and career goals.
4051 Veterans Blvd, Metairie, LA 70002, United StatesAdvertisements -
Actus Wealth Strategies
● ClosedActus Wealth Strategies is a premier financial institution located at 3500 North Hullen Street in Metairie, Louisiana, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Actus Wealth Strategies is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you reach your financial objectives.
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MD Integrity
● ClosedMD Integrity is a finance institution located at 4621 West Napoleon Avenue, Metairie, Louisiana, United States. We understand that planning for your financial future can be daunting, but it doesn't have to be. Just like planning for a vacation, we believe that with the right guidance and expertise, you can feel secure and excited about what lies ahead. At MD Integrity Brokerage and Financial Services, we are committed to helping individuals and financial professionals navigate through life's financial decisions. Whether you are looking to plan for retirement, protect your income, or consider life insurance, we are here to provide you with the most optimal solutions for your situation.
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Kathleen Davenport, Kathy Turan Davenport - Davenport Wealth Strategies
● OpenKathleen Davenport, Kathy Turan Davenport - Davenport Wealth Strategies is a finance institution located at 1337 Huron Avenue, Metairie, Louisiana, United States. They are dedicated to serving professional advisors and offer holistic financial planning through Eagle Strategies LLC. Their goal is to help clients enjoy their life today while planning responsibly for tomorrow. The team at Davenport Wealth Strategies provides personalized financial planning tailored to each client's unique situation, goals, and risk tolerance. They work closely with clients and their team of financial, tax, and legal advisors to implement and monitor strategies over time. Kathleen Turan Davenport, Megan Davenport, and Joseph W. Davenport are licensed to sell insurance and offer securities products and services through New York Life Insurance Company. They do not provide tax, legal, or accounting advice, and clients are encouraged to consult their own professionals. Kathy Davenport and Megan Davenport also offer investment advisory services through Eagle Strategies, LLC. The team at Davenport Wealth Strategies is committed to helping clients make wise financial decisions for life and creating a lasting legacy for generations to come. Contact them at 504.835.1344 or email kathy@davenportwealthstrategies.com, meg@davenportwealthstrategies.com, joey@davenportwealthstrategies.com for more information.
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Tandem Consulting Group
● ClosedTandem Consulting Group is an accounting and finance institution located at 500 North Causeway Boulevard in Metairie, Louisiana, United States. At Tandem Consulting, your success is their top priority. They offer impartial advice and practical assistance to help you make the most of every opportunity. Whether you need help with bookkeeping, payroll processing, or QuickBooks, their friendly and approachable staff are ready to assist you either onsite or remotely through a secure portal. The team at Tandem Consulting, led by Amy and Allyson who both have MBA's and extensive experience working with small businesses, follow the mantra of analyze, identify, advise, execute. They focus on building relationships with their clients and promise to be there every step of the way to answer questions and resolve any issues that may arise. With their expertise in bookkeeping, report analysis, and customized workflows, they are dedicated to helping you achieve success in your business. Clear communication and expert collaboration are at the core of their approach, ensuring that working with Tandem Consulting will boost your bottom line.
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Carr, Riggs & Ingram CPAs and Advisors
● ClosedCarr, Riggs & Ingram CPAs and Advisors is a top-ranking accounting and advisory firm located at 111 Veterans Boulevard in Metairie, Louisiana. Specializing in accounting and finance, CRI offers a wide range of services to help businesses grow and succeed. As a member of PrimeGlobal, an association of independent accounting firms, CRI has access to global resources and expertise to provide clients with innovative solutions and a competitive edge. Whether you need traditional accounting services or cutting-edge technology support, CRI has the knowledge and experience to help you achieve your goals.
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El Águila
● ClosedEl Águila is a finance institution located at 3000 David Drive in Metairie, Louisiana. Our team of dedicated professionals is committed to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with loans, investments, or financial planning, El Águila is here to help. With a focus on customer satisfaction and financial success, we strive to be your trusted partner in achieving your financial goals. Visit us today to see how we can help you secure a brighter financial future.
3000 David Dr suite a, Metairie, LA 70003, United StatesAdvertisements -
Michael J. Miccio, CPA, APAC
● ClosedMichael J. Miccio, CPA, APAC is a reputable accounting and finance institution located at 6660 Riverside Drive in Metairie, Louisiana, United States. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, or financial planning, Michael J. Miccio, CPA, APAC has the expertise to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to providing top-notch service to their clients.
6660 Riverside Dr # 206, Metairie, LA 70003, United StatesAdvertisements -
Patrick J Dembrun CPA LLC
● ClosedPatrick J Dembrun CPA LLC is a reputable accounting and finance institution located at 3445 North Causeway Boulevard, Suite 500, in Metairie, Louisiana, United States. With years of experience, they specialize in working with individuals and businesses to preserve wealth through tax and estate tax planning. Whether you are looking for assistance with tax preparation, financial planning, or estate planning, the professionals at Patrick J Dembrun CPA LLC are dedicated to providing top-notch services tailored to your specific needs.
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