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TOP 30 Income tax help in Louisiana
133 results found
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Pilgreen Wealth Management
Pilgreen Wealth Management is a leading financial institution located at 7607 Fern Avenue in Shreveport, Louisiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, investing for the future, or seeking expert financial advice, Pilgreen Wealth Management is here to provide you with the guidance and support you need. Trust us to help you secure your financial future and build wealth for generations to come.
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.
University of Holy Cross
The University of Holy Cross, located at 4123 Woodland Drive in New Orleans, Louisiana, is a prestigious institution that offers a variety of health-related programs. As a school with a focus on helping students live their lives with purpose and launch meaningful careers, UHC provides a supportive and close-knit community for students to thrive in. With smaller class sizes and knowledgeable professors who are passionate about their fields, UHC offers a unique educational experience that prepares students for success in the healthcare industry. Students at UHC have the opportunity to pursue a range of programs, such as Biology, Neurodiagnostic Technology, Pre-PA, and Pre-Med, all of which provide a strong foundation for future careers in healthcare. The university's dedication to providing students with the resources and support they need to succeed is evident in the success stories of its graduates, who go on to make significant contributions to their fields.
Delta Financial Services
Delta Financial Services is a finance institution located at 108 West Main Street in Thibodaux, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need help with investments, loans, or financial planning, we are here to assist you every step of the way. At Delta Financial Services, we strive to help our clients achieve their financial goals and secure a stable future. Contact us today to schedule a consultation and see how we can help you with your financial needs.
Crown Financial Services inc
Crown Financial Services Inc is a reputable finance institution located at 5235 Florida Boulevard in Baton Rouge, Louisiana, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Crown Financial Services Inc is the trusted partner you need for all your financial needs. Contact us today to learn more about how we can help you reach your financial goals.
Southeast Louisiana Legal Services (SLLS)
Southeast Louisiana Legal Services (SLLS) is a non-profit organization dedicated to providing free civil legal aid to low-income individuals in need. With six offices located across 22 parishes in southeast Louisiana, SLLS works tirelessly to ensure that vulnerable people have access to justice and can navigate life's legal challenges. Whether it's helping with unemployment benefits hearings, tax filings, or other legal issues, SLLS is there to advocate for fairness and equality. By donating or volunteering with SLLS, you can make a meaningful impact in the lives of those who need it most. Contact SLLS today to learn more about how you can get involved and support their important work.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 401 Edwards Street in Shreveport, Louisiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to meet the unique needs and goals of each client. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, striving to understand each client's current financial situation and long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. As a Merrill client, you have access to industry-skilled advisors, a wealth planning platform, and the resources of a global financial services firm to help you pursue your financial and life goals. Whether you are a new advisor or an experienced one, Merrill offers professional training, mentoring, and technology to support your growth. The institution has been training financial advisors since 1946, providing them with the skills and knowledge needed to assist clients in pursuing their financial goals. Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of the financial world, offering individually customized investment approaches and wealth management advice. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk.
Financial Care Associates
Financial Care Associates is a leading finance institution located at 205 Fairburn Avenue in Benton, Louisiana, United States. Our dedicated team of professionals is committed to providing personalized financial services and solutions to help our clients achieve their financial goals. Whether you are looking for assistance with budgeting, investing, retirement planning, or any other financial need, our experts are here to help. With a focus on integrity and trust, Financial Care Associates is the perfect partner for all your financial needs.
Steven Bates, PFS
Steven Bates, PFS is a reputable finance institution located at 203 North Abel Street in Winnfield, Louisiana, United States. As a Personal Financial Specialist (PFS), Steven Bates offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and client satisfaction, Steven Bates, PFS is dedicated to providing top-notch financial guidance and support. Whether you need assistance with investments, retirement planning, or estate planning, Steven Bates is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Terrell & Associates, LLC
Terrell & Associates, LLC is a finance and insurance agency located at 625 West College Street in Lake Charles, Louisiana, United States. Our team of financial advisors has been serving the people of Louisiana for over 40 years, offering services such as investment management, retirement planning, life insurance, and tax strategies. We pride ourselves on being different and as an independent financial planning firm, we provide resources and information to help you reach your financial goals. Use our calculators to estimate income taxes, retirement costs, and more, and explore our up-to-date financial articles for additional information. Terrell & Associates is a team you can trust, whether you are starting a family, planning for retirement, or looking to leave a legacy. Securities and advisory services are offered through Centaurus Financial, Inc., a registered investment advisor and broker dealer. Please note that our services are intended for individuals residing in specific states (GA, LA, MN, TX) and we are not liable for any issues arising from accessing third-party websites linked on our site. Qualifying membership in the MDRT is based on commission and business generated within a year, and each status designation is granted annually. Contact us to learn more about how we can help you achieve your financial goals.
John E. Sirois, Certified Financial Planner
John E. Sirois, Certified Financial Planner is a reputable financial institution located at 1356 West Tunnel Boulevard in Houma, Louisiana, United States. Specializing in personalized financial planning services, John E. Sirois and his team are dedicated to helping clients achieve their financial goals and secure their financial futures. With years of experience and a commitment to excellence, they offer expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, John E. Sirois, Certified Financial Planner is the trusted partner you need for all your financial needs.
Tauzin Wealth Management
Tauzin Wealth Management is a finance institution located at 1340 West Tunnel Boulevard in Houma, Louisiana, United States. Led by President David J. Tauzin, who is committed to acting in the best interest of each client as a fiduciary, the institution specializes in working with pre-retirees and retirees to create personalized financial plans. Services offered include Social Security Maximization, Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation strategies. The team at Tauzin Wealth Management can help assess your financial situation, determine your risk preferences, and create a roadmap to achieve your retirement goals. It is never too early to start planning for your financial future, so contact us today to get started on a plan tailored to your needs.
Mc Clain Financial Group
McClain Financial Group is a reputable finance institution located at 658 Saint Charles Street in Baton Rouge, Louisiana, United States. With a team of experienced financial experts, McClain Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, McClain Financial Group is dedicated to providing personalized solutions to meet your specific needs. Trust McClain Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.
Merrill Lynch Financial Advisor Mills McClendon
Merrill Lynch Financial Advisor Mills McClendon, located at 445 North Boulevard in Baton Rouge, Louisiana, is a distinguished finance institution with over 60 years of experience in helping clients preserve and grow their wealth. The institution, known as McClendon Wealth Management, offers personalized financial strategies to align with individual goals and priorities, whether it's retirement planning, education planning, or legacy planning. The team, supported by the global resources of Merrill and Bank of America, is committed to building strong client relationships based on trust and personalized service. The institution's advisors have received recognition for their exemplary client service, setting the standard for wealth management teams. They offer personalized investment strategies tailored to address individual needs and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs.
Cornerstone Wealth
Cornerstone Wealth is a premier financial institution located at 4021 West East Heck Court in Baton Rouge, Louisiana. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, we strive to be a trusted partner in helping individuals and families build and preserve their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Cornerstone Wealth is here to provide expert guidance and support every step of the way.
Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors is a finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. Our mission is to help individuals prepare for a fulfilling retirement, focusing on creating a legacy for their loved ones. Led by renowned financial professional Ernie Burns, we offer personalized strategies to help you reach your retirement goals. Ernie Burns' book "Total Retirement" is your ultimate guide to financial freedom, providing valuable insights and tips for securing a prosperous retirement. Ernie has been recognized as one of Forbes' Top Financial Security Professionals, showcasing his expertise in the field.
Legacy Wealth Partners
Legacy Wealth Partners is a finance institution located at 4600 Sherwood Commons Boulevard in Baton Rouge, Louisiana, United States. Our experienced financial professionals are here to help you explore options for creating income in retirement. We can assist you in dispelling common misconceptions about annuities and guide you in determining if they are right for you. By providing a wide array of products, services, and approaches, we can tailor a custom financial strategy to meet your specific needs, no matter how close you are to retirement. Please note that all investments come with risks, and no strategy can guarantee a profit or protect against loss. Additionally, we do not provide tax or legal advice, so we recommend consulting with a qualified professional before making any decisions. Schedule a meeting with us to share your retirement goals and dreams, and we will work with you to develop a plan that turns your vision into actionable steps. As you enjoy your retirement, we will continue to monitor your plan to ensure it stays on track for as long as you live. Our goal is to provide you with peace of mind and financial security, backed by the strength and claims-paying ability of reputable insurance carriers. Visit us at our Baton Rouge location to begin your journey towards a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1800 City Farm Drive in Baton Rouge, Louisiana, is a leading finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced and knowledgeable advisors, Merrill Lynch is well-equipped to address a variety of financial challenges and opportunities in both rising and turbulent markets. Our advisors go beyond traditional wealth planning advice to provide personalized financial strategies tailored to each client's unique goals and circumstances. From retirement income planning to guidance on concentrated stock positions and traditional investments, our advisors leverage the resources of Merrill Lynch Wealth Management to help clients achieve their long-term objectives.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 445 North Boulevard in Baton Rouge, Louisiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is well-equipped to help clients navigate through changing market conditions and address their financial challenges and opportunities. The branch's advisors provide tailored financial strategies based on years of combined wealth management expertise. Beyond wealth planning, they offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. By collaborating with outside professionals like accountants and tax attorneys, Merrill Lynch ensures a comprehensive approach to financial management.
F. W. Miller Financial
F. W. Miller Financial is a finance institution located at 101 La Rue France in Lafayette, Louisiana, United States. Our Retirement Navigator employs a four-step process to help you pursue your financial goals. We develop customized plans based on your individual situation and offer informational seminars on retirement income strategies and wealth management. As a fiduciary, we provide honest advice and financial plans that are in our clients' best interest. Our founder and team are dedicated to helping individuals and families achieve their ideal retirements with integrity and transparency. We offer a variety of investment and insurance products to custom suit our clients' needs and objectives. Schedule a meeting or attend a seminar to learn more about our services.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 900 South College Road in Lafayette, Louisiana, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution is well-equipped to assist clients in navigating both rising and turbulent markets. Services include retirement income planning, guidance on investments, estate planning, and more, all tailored to meet each client's unique financial goals. The institution is committed to giving back to the community through volunteerism and charitable outreach. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing them with the skills and knowledge needed to help clients pursue their financial goals. Whether you are just starting your career or are an experienced advisor, Merrill offers ongoing training, mentoring, and technology to support your professional growth. With a focus on personalized investment approaches and wealth management advice, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial objectives.
M. Martinez & Associates
M. Martinez & Associates is a finance institution located at 3900 North Causeway Boulevard in Metairie, Louisiana, United States. Led by Miguel “Mike” E. Martinez, who has over three decades of experience in addressing the unique financial needs of retirees and those nearing retirement. Mike provides safe money solutions and financial guidance to help clients live confidently in their “golden years”. M. Martinez & Associates offers informational seminars on safe money solutions, retirement income strategies, asset protection, long-term care, and life insurance. The institution takes a holistic approach to financial planning, creating personalized plans tailored to each client's specific needs and goals.
DDunbar financial Group Inc
DDunbar Financial Group Inc is a leading financial institution located at 145 Allen Toussaint Boulevard in the vibrant city of New Orleans, Louisiana. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, DDunbar Financial Group Inc is your trusted partner in navigating the complexities of the financial world. Visit us today to discover how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 601 Poydras Street in New Orleans, Louisiana, is a leading finance institution offering a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions in both stable and volatile markets. They provide financial strategies based on years of wealth management knowledge, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. They also engage in volunteerism and charitable outreach to support local communities. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help clients pursue their financial goals.
Edward Jones - Financial Advisor: Fernando Rugerio
At Edward Jones - Financial Advisor: Fernando Rugerio, located at 2319 Line Avenue in Shreveport, Louisiana, you can trust in expert financial guidance and personalized investment strategies. Our dedicated team led by Fernando Rugerio is committed to helping you achieve your financial goals and secure your financial future. With a focus on building long-term relationships and providing tailored solutions, we strive to empower our clients to make informed decisions and navigate the complexities of the financial world with confidence. Visit us today to start your journey towards financial success.
Edward Jones - Financial Advisor: Lora C Slack
Edward Jones - Financial Advisor: Lora C Slack is a reputable financial institution located at 1937 B East 70th Street in Shreveport, Louisiana, United States. As a trusted financial advisor, Lora C Slack provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Lora C Slack is dedicated to providing top-notch financial guidance and support to individuals and families in the Shreveport area.
Sara Whetstone - Ameriprise Financial Services, LLC
Sara Whetstone - Ameriprise Financial Services, LLC is a finance institution located at 6105 Line Avenue in Shreveport, Louisiana, United States. As the 2023 Recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase. Our team provides personalized investment recommendations based on your goals and risk tolerance, regularly reviewing and adjusting your portfolio as needed. You can easily access your accounts and track your progress towards your goals from any device. We believe in providing trustworthy advice that is tailored to your individual needs and goals. Sara Whetstone is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. We offer complimentary initial consultations to discuss how we can help you achieve financial success. Please note that while the initial consultation provides an overview of financial planning concepts, you will not receive written recommendations.
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.
F. Matthew Carter - Morgan Stanley
F. Matthew Carter - Morgan Stanley is a finance institution located at 1450 William Street in Lake Charles, Louisiana, United States. As a branch of Morgan Stanley, one of the world's leading financial services firms, F. Matthew Carter offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, F. Matthew Carter - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.
Thomas Meyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Meyer - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 132 Rue Colette, Thibodaux, Louisiana, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering client assessment and suitability, the advisors at Thomas Meyer - Private Wealth Advisor are experts in their field. Additional certifications such as the AEP®, AIF®, and AWMA℠ further demonstrate their commitment to providing top-notch financial services. Whether you are looking for retirement planning, estate planning, investment advice, or assistance with special financial needs, the team at Thomas Meyer - Private Wealth Advisor has the expertise to help you achieve your financial goals.
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