TOP 30 Investment management firms in Baton Rouge, Louisiana

Fini Firm is a reputable finance institution located at 405 Saint Ferdinand Street in Baton Rouge, Louisiana. With a strong commitment to providing exceptional financial services, Fini Firm offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping 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, Fini Firm is here to help. Visit their office today to learn more about the services they offer and how they can help you achieve financial success.

Retirement Capital Management is a leading financial institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana. Specializing in retirement planning and investment management, our team of experienced professionals provides personalized financial solutions to help individuals and families achieve their long-term financial goals. As a full-service finance, insurance agency, and legal firm, we offer a comprehensive range of services to meet the diverse needs of our clients. Whether you are looking to grow your wealth, protect your assets, or plan for your future, Retirement Capital Management is dedicated to helping you secure a prosperous retirement. Contact us today to schedule a consultation and start building your financial future with confidence.

HDA Financial Firm is a leading finance institution located at 11408 Lake Sherwood Avenue North in Baton Rouge, Louisiana, United States. Specializing in a wide range of financial services, HDA Financial Firm is dedicated to providing personalized solutions to meet the unique needs of each client. With a team of experienced professionals, HDA Financial Firm offers expert guidance and support in areas such as investment management, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or secure your financial legacy, HDA Financial Firm is committed to helping you achieve your goals. Visit us today to learn more about how we can help you build a secure financial future.

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.

Marrero Wealth Management LLC is a premier financial institution located at 18212 East Petroleum Drive in Baton Rouge, Louisiana. As a trusted wealth management firm, we specialize in providing personalized financial planning and investment services to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing expert guidance and tailored solutions to help our clients build and preserve their wealth. Contact us today to learn more about how Marrero Wealth Management LLC can help you secure your financial future.

Global Professional Services is a leading finance institution located at 1883 West Muriel Drive in Baton Rouge, Louisiana, United States. We specialize in providing top-notch financial services to clients worldwide, helping them achieve their financial goals and secure their future. Our team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you're looking for investment advice, retirement planning, or wealth management, Global Professional Services is here to help you every step of the way. Trust us to provide expert guidance and support as you navigate the complex world of finance.

Ellis Insurance & Financial Group is an insurance agency located at 8280 YMCA Plaza Drive in Baton Rouge, Louisiana. With a focus on providing quality of life, peace of mind, and a secure future, the team at Ellis Insurance & Financial Group is dedicated to helping clients manage their wealth effectively. By offering comprehensive financial planning services through affiliations with reputable organizations like Eagle Strategies LLC, the team at Ellis Insurance & Financial Group ensures that clients receive sound counsel and expertise in navigating the complexities of financial planning. Led by Gordon D. Ellis, Jr. and Daryl R. Ellis, both Certified Financial Planners (CFP®), Ellis Insurance & Financial Group has been recognized for their excellence in financial security planning. In fact, Daryl Ellis was named one of Forbes' Best-in-State Top Financial Security Professionals in Louisiana, a testament to the firm's commitment to serving clients' best interests.

The Louisiana State Office-Financial Institute is a local government office located at 8660 United Plaza Boulevard in Baton Rouge, Louisiana, United States. This institution provides essential financial services and resources to residents of Louisiana, ensuring the efficient management of state funds and promoting financial stability within the community. With a team of experienced professionals dedicated to serving the public, the Louisiana State Office-Financial Institute is committed to upholding the highest standards of integrity and transparency in all of its operations. Visit us today to learn more about how we can assist you with your financial needs.

Haley & Associates, LLC is a reputable and experienced financial services firm located at 5353 Florida Boulevard in Baton Rouge, Louisiana. With a team of dedicated professionals, they offer a wide range of services including financial planning, investment management, retirement planning, and estate planning. Their personalized approach ensures that each client receives tailored solutions to meet their unique financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Haley & Associates, LLC is committed to helping you achieve financial success.

Fishman Haygood, LLP is a prestigious accounting, finance, and legal firm located at 100 North Street in Baton Rouge, Louisiana, United States. With a team of highly skilled professionals, they provide expert services in financial planning, tax preparation, investment management, and legal representation. Clients can trust Fishman Haygood, LLP to provide top-notch advice and support for all their accounting, finance, and legal needs.

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.

Carson Wealth, located at 8280 Ymca Plaza Drive in Baton Rouge, Louisiana, is a finance institution focused on creating a lasting impact for their clients. With a rich history rooted in legacy and impact, Carson Wealth combines the dedication of two firms founded in 1983 to provide expert financial planning and guidance. Their team of seven CERTIFIED FINANCIAL PLANNER™ professionals, along with seasoned client support staff, are dedicated to understanding and achieving the financial goals of their clients. Whether it's creating a financial plan based on hopes, dreams, and ambitions, or providing actionable guidance for any stage of life, Carson Wealth is committed to helping individuals pursue their life goals through expert planning.

Goodwood Consulting, located at 4750 Bluebonnet Boulevard in Baton Rouge, Louisiana, is a premier institution that specializes in working with investment managers and financial services firms to integrate and automate all aspects of their marketing, communications, and sales efforts. By utilizing cutting-edge technology to integrate websites, marketing communications, compliance requirements, sales data, and client relations into CRM systems, Goodwood provides unparalleled insights into prospect and client engagement with content. With a team that has extensive experience in the investment management industry, Goodwood offers a highly differentiated skill set to help clients achieve their goals. As a HubSpot Diamond Solutions Partner, Goodwood is in the top 1% globally and focuses exclusively on the Financial Services industry. The institution's resource library offers valuable content to help clients improve and automate their processes, while the dedicated team at Goodwood is committed to staying ahead of the latest trends in digital marketing to provide exceptional service. With a track record of 5-star reviews, Goodwood Consulting is dedicated to going above and beyond for its clients.

Matt M. Marchand - Morgan Stanley is a leading financial institution located at 400 Convention Street in Baton Rouge, Louisiana, United States. As a branch of Morgan Stanley, a renowned global financial services firm, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Matt M. Marchand - Morgan Stanley 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 complex financial markets, this institution is committed to providing personalized solutions and expert guidance. Visit Matt M. Marchand - Morgan Stanley today to start building a strong financial foundation.

Thomas O'Connor - Raymond James is a finance institution located at 7350 Jefferson Highway in Baton Rouge, Louisiana, United States. As a branch of the prestigious Raymond James financial services firm, Thomas O'Connor offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas O'Connor - Raymond James is dedicated to helping you secure a strong financial future.

The Mann Group - UBS Financial Services Inc. is a reputable finance institution located at 7150 Jefferson Highway in Baton Rouge, Louisiana, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Backed by the expertise and resources of UBS, one of the world's leading financial firms, The Mann Group is committed to delivering personalized and strategic financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Mann Group - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance with confidence and success.

Cowart, Bernard, Bellanger and West is a prominent finance institution located at 3636 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. With a team of experienced financial experts, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cowart, Bernard, Bellanger and West is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Raymond James Financial Services is a finance institution located at 5422 Superior Drive, Suite D, Baton Rouge, Louisiana, United States. The branch manager, Chuck Morris, has been with the firm since 1983, working alongside his father, Ray Morris. Specializing in serving medical doctors and high net worth individuals in Central and South Louisiana, the firm is made up of independent contractors and is a subsidiary of Raymond James Financial, a publicly traded company. With a focus on providing personalized financial planning services, Raymond James Financial Services has received recognition for their team's expertise, including being ranked as one of the Best-In-State Wealth Advisors by Forbes. As of January 2019, the firm has over 7,800 financial advisors and manages approximately $725 billion in client assets. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are provided by Raymond James Financial Services Advisors, Inc.

TD Ameritrade is a renowned finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. As a leading brokerage firm, TD Ameritrade offers a wide range of financial services including investment management, online trading, retirement planning, and more. With a strong reputation for reliability and expertise in the financial industry, TD Ameritrade is a trusted partner for individuals and businesses looking to grow and manage their wealth effectively.