Inheritance tax in Lafayette, Louisiana
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Investment Partners of Acadiana - Raymond James
● ClosedInvestment Partners of Acadiana - Raymond James is a finance institution located at 300 Rue Beauregard in Lafayette, Louisiana, United States. As a trusted partner in the world of investments, they provide personalized financial planning and investment management services to help clients achieve their financial goals. With a team of experienced professionals and access to a wide range of investment options, they strive to help clients navigate the complexities of the financial markets and make informed decisions about their money. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Investment Partners of Acadiana - Raymond James is dedicated to helping you build a secure financial future.
300 Rue Beauregard building e, Lafayette, LA 70508, United StatesAdvertisements -
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 -
Investment Partners of Acadiana
● OpenInvestment Partners of Acadiana is a reputable finance institution located at 300 Rue Beauregard in Lafayette, Louisiana, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals and secure their financial future. We offer a wide range of investment services tailored to meet the unique needs and objectives of each individual client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, our team is here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and start building a solid financial foundation with Investment Partners of Acadiana.
300 Rue Beauregard building e, Lafayette, LA 70508, United StatesAdvertisements -
Raymond James
● OpenRaymond James is a financial institution located at 1220 Camellia Boulevard in Lafayette, Louisiana, United States. As a leading provider of financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized service and expert guidance to individuals, families, and businesses. Whether you are planning for retirement, investing for the future, or managing your wealth, Raymond James is committed to helping you make informed financial decisions and build a secure financial future.
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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 StatesAdvertisements -
The Foard Group - Morgan Stanley
● OpenThe Foard Group at Morgan Stanley is a leading financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, we are here to provide expert guidance and support. Contact us today to learn more about how The Foard Group at Morgan Stanley can help you secure your financial future.
400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, 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: Rhett D Hackett, AAMS™
● ClosedEdward Jones - Financial Advisor: Rhett D Hackett, AAMS™ is a reputable financial institution located at 6413 Johnston Street in Lafayette, Louisiana, United States. As a trusted advisor, Rhett D Hackett, AAMS™ provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Rhett D Hackett, AAMS™ strives to provide expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Rhett D Hackett, AAMS™ is committed to helping you secure a more stable and prosperous financial future.
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Broussard Financial Group
● ClosedBroussard Financial Group is a leading finance institution located at 3 Flagg Place in Lafayette, Louisiana, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment planning, retirement planning, wealth management, and more. At Broussard Financial Group, we are committed to providing personalized solutions and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.
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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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Edward Jones - Financial Advisor: Andre Hebert
● ClosedEdward Jones - Financial Advisor: Andre Hebert is a reputable financial institution located at 2306 Kaliste Saloom Road in Lafayette, Louisiana. As a trusted advisor, Andre Hebert provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, this institution offers a wide range of financial services including retirement planning, investment strategies, and wealth management. Whether you are looking to plan for your future or grow your existing assets, Edward Jones - Financial Advisor: Andre Hebert is dedicated to providing expert guidance and support every step of the way.
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Edward Jones - Financial Advisor: Stephen R Sexton, AAMS™
● OpenEdward Jones - Financial Advisor: Stephen R Sexton, AAMS™ is a reputable finance institution located at 2848 Verot School Road in Lafayette, Louisiana, United States. With a focus on providing personalized financial advice and services, Stephen R Sexton, AAMS™ is dedicated to helping clients achieve their financial goals. With a strong background in finance and a commitment to excellence, clients can trust Edward Jones - Financial Advisor: Stephen R Sexton, AAMS™ to provide expert guidance and support in managing their finances.
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Edward Jones - Financial Advisor: Clay Begnaud, CEPA®
● ClosedEdward Jones - Financial Advisor: Clay Begnaud, CEPA® is a reputable finance institution located at 3861 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. As a Certified Exit Planning Advisor, Clay Begnaud offers expert financial advice and personalized solutions to help clients achieve their financial goals. With a focus on long-term success and wealth management, Edward Jones is committed to providing top-notch financial services and guidance to individuals and families in the Lafayette area. Trust Edward Jones and Clay Begnaud to help you secure your financial future.
3861 Ambassador Caffery Pkwy Suite 120, Lafayette, LA 70503, United StatesAdvertisements -
James Evans - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJames Evans - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers a range of financial services to meet the individual needs of clients. With certifications such as AAMS™, ADPA™, AEP®, and AIF®, James Evans is equipped to provide expert advice on asset management, wealth transfers, estate planning, and fiduciary practices. Additionally, he holds designations such as APMA™, AWMA℠, and CAS®, demonstrating his advanced knowledge in portfolio management, asset allocation, and investment opportunities. With a focus on client needs and ethical practices, James Evans is dedicated to helping individuals and small business owners achieve their financial goals.
1921 Kaliste Saloom Rd Suite 202 A, Lafayette, LA 70508, United StatesAdvertisements -
Standard Investment Advisors
● ClosedStandard Investment Advisors is a reputable finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and transparency, we offer a wide range of services including financial planning, portfolio management, and retirement planning. Whether you are a seasoned investor or just starting out, Standard Investment Advisors is here to provide expert guidance and support every step of the way.
3909 Ambassador Caffery Pkwy g1, Lafayette, LA 70503, United StatesAdvertisements -
Ahrens Investment Partners
● ClosedAhrens Investment Partners is a reputable finance institution located at 412 Settlers Trace Boulevard in Lafayette, Louisiana, United States. With a focus on providing expert financial advice and personalized investment solutions, Ahrens Investment Partners is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Ahrens Investment Partners is committed to providing top-notch service and guidance every step of the way. Contact them today to schedule a consultation and start building a solid financial foundation for tomorrow.
412 Settlers Trace Blvd, Lafayette, LA 70508, United StatesAdvertisements -
Alicia Guidry - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlicia Guidry is a financial advisor at Ameriprise Financial Services, LLC located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. With a focus on financial planning and investment management, Alicia offers personalized advice to help clients achieve their financial goals. By reviewing her background, credentials, and experience, clients can determine if her approach aligns with their needs. To schedule a complimentary initial consultation, individuals can fill out the "Request consultation" form on the website and Alicia will reach out to them to discuss their financial situation.
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, United StatesAdvertisements -
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: Marcus T White
● ClosedEdward Jones - Financial Advisor: Marcus T White is a reputable financial institution located at 2020 West Pinhook Road in Lafayette, Louisiana, United States. Marcus T White is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Marcus T White at Edward Jones is dedicated to helping you navigate the complex world of finance with expertise and care.
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LiveOak Wealth Advisors
● ClosedLiveOak Wealth Advisors is a premier finance institution located at 1042 Camellia Boulevard in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, LiveOak Wealth Advisors is committed to helping individuals and families navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Visit us today to see how we can help you secure a brighter financial future.
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Edward Jones - Financial Advisor: Joshua Tweedel, AAMS™
● ClosedEdward Jones - Financial Advisor: Joshua Tweedel, AAMS™ is a reputable financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. As a trusted financial advisor, Joshua Tweedel, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joshua Tweedel, AAMS™ is dedicated to helping individuals and families secure their financial future. Whether you are looking to invest for retirement, save for college, or plan for other financial milestones, Joshua Tweedel, AAMS™ is committed to providing expert guidance and support every step of the way.
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Allison Leblanc - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAllison Leblanc - Financial Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, offers a range of financial services to meet the diverse needs of individuals and businesses. Allison Leblanc holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications showcase her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Allison Leblanc is dedicated to providing top-notch financial advice and guidance to her clients.
3909 Ambassador Caffery Pkwy STE I, Lafayette, LA 70503, United StatesAdvertisements -
Edward Jones - Financial Advisor: Barry A Uze, AAMS™
● ClosedEdward Jones - Financial Advisor: Barry A Uze, AAMS™ is a reputable finance institution located at 102 Youngsville Highway in Lafayette, Louisiana, United States. As a trusted financial advisor, Barry A Uze offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the long term, Barry A Uze and his team are dedicated to providing expert guidance and support every step of the way.
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Edward Jones - Financial Advisor: Steve Self
● OpenEdward Jones - Financial Advisor: Steve Self is a reputable finance institution located at 308 Doucet Road in Lafayette, Louisiana. As a dedicated financial advisor, Steve Self provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Self offers a comprehensive range of financial services including retirement planning, wealth management, and investment planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steve Self is committed to providing expert advice and support every step of the way. Visit us today to start planning for a secure financial future.
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John A. Boudreaux - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn A. Boudreaux is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. John holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice to individuals, small business owners, and retirees, John is dedicated to helping clients achieve their financial goals. Whether you need assistance with portfolio management, tax planning, or insurance products, John A. Boudreaux is committed to providing comprehensive and ethical financial services to meet your needs.
1921 Kaliste Saloom Rd Suite 202 A, Lafayette, LA 70508, United StatesAdvertisements -
Hector Financial Group LLC/Oakmark Wealth
● ClosedHector Financial Group LLC/Oakmark Wealth is a leading finance, health, and insurance agency located at 102 Asma Boulevard in Lafayette, Louisiana, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, our institution is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you secure your financial future.
102 Asma Blvd Suite 108, Lafayette, LA 70508, United StatesAdvertisements -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 204 Mitze Drive in Lafayette, Louisiana, United States. Specializing in finance, LPL Financial offers a wide range of services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.
204 Mitze Dr, Lafayette, LA 70507, United StatesAdvertisements -
Edward Jones - Financial Advisor: Marc E Malespin
● OpenEdward Jones - Financial Advisor: Marc E Malespin is a trusted financial institution located at 624 Lafayette Street in Youngsville, Louisiana, United States. Specializing in personalized financial planning and investment services, Marc E Malespin is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Marc E Malespin is committed to providing tailored solutions to meet your individual needs.
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Travis Frayard, CFP, CPM, CEPA - UBS Financial Services Inc.
● OpenTravis Frayard, CFP, CPM, CEPA - UBS Financial Services Inc. is a reputable finance institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana, United States. With a team of experienced professionals, including Certified Financial Planners, Certified Portfolio Managers, and Certified Exit Planning Advisors, the institution offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or business succession planning, Travis Frayard and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, United StatesAdvertisements -
William Capell - UBS Financial Services Inc.
● OpenWilliam Capell - UBS Financial Services Inc. is a leading financial institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana, United States. Specializing in finance, this institution offers a wide range of services including wealth management, investment advice, retirement planning, and more. With a team of experienced professionals, William Capell - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of investments, this institution is here to provide expert guidance and support. Visit William Capell - UBS Financial Services Inc. today to learn more about how they can help you achieve financial success.
201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, United StatesAdvertisements
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