Financial planning for families in Lafayette, Louisiana
107 results found
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Lafayette Modern Dentistry and Orthodontics
● ClosedLafayette Modern Dentistry and Orthodontics is a state-of-the-art dental practice located in Lafayette, Louisiana. Our team of highly skilled dentists and orthodontists provide a full range of dental services, from routine cleanings and fillings to advanced orthodontic treatments. We are committed to providing our patients with personalized care in a comfortable and welcoming environment. Visit us at 4243 Ambassador Caffery Parkway for all your dental needs.
4243 Ambassador Caffery Pkwy ste 118, Lafayette, LA 70508, United StatesAdvertisements -
Higginbotham - Lafayette
● ClosedHigginbotham - Lafayette is a reputable insurance agency located at 201 Energy Parkway in Lafayette, Louisiana, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of coverage options to meet the unique needs of their clients. Their experienced team of professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Higginbotham - Lafayette is the trusted choice for all your insurance needs.
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Gulf South Health Plans
● OpenGulf South Health Plans is a reputable insurance agency located at 201 Audubon Boulevard in Lafayette, Louisiana. We specialize in providing comprehensive health insurance plans to individuals and families in the Gulf South region. Our experienced team is dedicated to helping our clients find the right coverage that meets their needs and budget. With a focus on quality customer service and personalized attention, Gulf South Health Plans is committed to ensuring the well-being and peace of mind of our policyholders. Contact us today to learn more about our insurance options and how we can assist you in protecting your health and financial security.
201 Audubon Blvd, Lafayette, LA 70503, United States -
Family Insurance Center
● ClosedFamily Insurance Center is a trusted insurance agency located at 292 Ridge Road in Lafayette, Louisiana. We specialize in providing personalized insurance solutions to protect you and your loved ones. Our experienced agents are dedicated to helping you find the best coverage options for your unique needs. Whether you are looking for auto, home, life, or health insurance, we are here to help you navigate the complex world of insurance. Visit us today to learn more about how we can help you secure your family's future.
292 Ridge Rd #4, Lafayette, LA 70506, United StatesAdvertisements -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 728 West Gloria Switch Road in Lafayette, Louisiana, United States. Specializing in long-term care planning, the institution offers expert guidance and personalized solutions to help individuals and families navigate the complexities of securing their financial future and protecting their health. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch services and support to clients in need of comprehensive insurance coverage and financial planning.
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Family Insurance Planners
● ClosedFamily Insurance Planners is a trusted insurance agency located at 412 Settlers Trace Boulevard in Lafayette, Louisiana. Our team of experienced insurance professionals is dedicated to helping families protect their most valuable assets and plan for the future. Whether you are looking for auto, home, life, or health insurance coverage, we are here to provide personalized solutions tailored to your specific needs. With a focus on customer service and integrity, Family Insurance Planners is committed to providing peace of mind and financial security for you and your loved ones. Contact us today to learn more about our comprehensive insurance options.
Ahren's Building, 412 Settlers Trace Blvd Second Floor, Lafayette, LA 70508, United States -
Jeffery Johnson: Primerica - Financial Services
● OpenJeffery 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.
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Northwestern Mutual - Lafayette
● ClosedNorthwestern Mutual - Lafayette is a finance institution located at 2008 South College Road in Lafayette, Louisiana, United States. We offer a range of financial services including insurance, investment, and financial planning to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the Lafayette area. With a commitment to excellence and integrity, Northwestern Mutual - Lafayette is a trusted partner in helping our clients secure their financial future.
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Zachary Paul Mitchell Jr: Primerica - Financial Services
● OpenZachary Paul Mitchell Jr: Primerica - Financial Services is a renowned finance and insurance agency located at 102 Asma Boulevard in Lafayette, Louisiana, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families achieve their financial goals. Whether it's planning for retirement, investing in the future, or protecting against unforeseen circumstances, Zachary Paul Mitchell Jr: Primerica is committed to providing expert guidance and personalized solutions to clients. Experience professional and reliable financial services at this trusted institution.
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Tina Wilson: Primerica - Financial Services
● OpenTina Wilson: Primerica - Financial Services is a reputable finance and insurance agency located at 1500 Lafayette Street in Gretna, Louisiana, United States. With a strong focus on helping individuals and families achieve financial security and success, Tina Wilson and her team offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. With a commitment to providing personalized and comprehensive financial guidance, clients can trust Tina Wilson: Primerica - Financial Services to help them make informed decisions and secure their financial future.
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Claudette Tull: Primerica - Financial Services
● OpenClaudette 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.
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Lafayette Schools' Federal Credit Union
● OpenLafayette 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.
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Family First Mortgage
● ClosedFamily First Mortgage is a reputable finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana. Specializing in mortgage services, we are dedicated to helping families achieve their dream of homeownership. With a team of experienced professionals, we provide personalized solutions to meet our clients' needs and goals. Whether you are a first-time homebuyer or looking to refinance, Family First Mortgage is committed to putting your family first. Contact us today to learn more about our services and how we can assist you in securing the perfect mortgage for your home.
3909 Ambassador Caffery Pkwy STE D, Lafayette, LA 70503, United StatesAdvertisements -
Financial Strategies Group
● ClosedFinancial 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.
101 La Rue France #201, Lafayette, LA 70508, United States -
Toce Financial Group
● ClosedToce Financial Group is a reputable finance institution located at 969 Coolidge Street in Lafayette, Louisiana, United States. With a focus on providing comprehensive financial services, Toce Financial Group offers expert guidance 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 assets, the experienced team at Toce Financial Group is dedicated to providing personalized and strategic financial support. Trustworthy and reliable, Toce Financial Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
969 Coolidge St, Lafayette, LA 70503, United States -
Barry Levie Financial
● ClosedBarry Levie Financial is a trusted finance institution located at 106 Oil Center Drive in Lafayette, Louisiana, United States. Our team of experienced professionals is dedicated to providing expert financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Visit us today to learn more about how Barry Levie Financial can help you secure your financial future.
106 Oil Center Dr #220, Lafayette, LA 70503, United StatesAdvertisements -
Financial Partners of La LLC
● OpenFinancial Partners of La LLC is a reputable finance institution located at 935 Camellia Boulevard in Lafayette, Louisiana, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Financial Partners of La LLC is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
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Merrill Lynch Financial Advisor David Eddy
● ClosedMerrill 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.
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Gratium Wealth Planning - Ameriprise Financial Services, LLC
● OpenGratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial goals. While we cannot guarantee future financial results, we are dedicated to helping you achieve your objectives. Please refer to our website for important disclosures and regulations. We look forward to assisting your friends and family members with their financial planning needs as well. Contact us today to schedule a consultation.
1921 Kaliste Saloom Rd Suite 202 A, Lafayette, LA 70508, United StatesAdvertisements -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a trusted financial institution located at 900 East Saint Mary Boulevard in Lafayette, Louisiana, United States. Specializing in finance, UBS offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, UBS is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, UBS Financial Services Inc. is here to help you achieve your financial goals.
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on wealth management, retirement planning, and estate planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how Morgan Stanley Financial Advisors can help you reach your financial goals.
400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, United States -
Westbank Pregnancy and Family Care Center
● ClosedWestbank Pregnancy and Family Care Center is a health institution located at 539 Lafayette Street in Gretna, Louisiana, United States. This center specializes in providing comprehensive care and support for pregnant women and their families. Services offered include prenatal care, ultrasounds, childbirth education, parenting classes, and support for new mothers. The dedicated staff at Westbank Pregnancy and Family Care Center are committed to ensuring the health and well-being of both mother and baby throughout the pregnancy journey.
539 Lafayette St, Gretna, LA 70053, United StatesAdvertisements -
Edward Jones - Financial Advisor: Donald M Paul, CFP®|AAMS™
● ClosedEdward 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.
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Edward Jones - Financial Advisor: Conlan Quebedeau
● OpenEdward 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.
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David Van Geffen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
1921 Kaliste Saloom Rd Suite 202 A, Lafayette, LA 70508, United StatesAdvertisements -
Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC
● ClosedBroussard, 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.
3909 Ambassador Caffery Pkwy STE I, Lafayette, LA 70503, United States -
Roy Planning Resources - Ameriprise Financial Services, LLC
● ClosedRoy 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.
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, United States -
Jon Mouton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJon 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.
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, United StatesAdvertisements -
Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS™ is a reputable finance institution located at 113 Saint Louis Street in Lafayette, Louisiana, United States. Todd S Newberg, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Todd S Newberg provides comprehensive financial planning services to individuals, families, and businesses. Contact Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS™ for professional and reliable financial guidance.
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Merrill Lynch Financial Advisor Randall B Burge
● ClosedMerrill 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.
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