Investment portfolio review in Louisiana

ArabBitęs is a vibrant and welcoming Middle Eastern restaurant located at 3223 Masonic Drive in Alexandria, Louisiana. Our menu features a delicious array of traditional Arab dishes, including falafel, hummus, shawarma, and baklava. Our cozy atmosphere and friendly staff make ArabBitęs the perfect spot for a casual lunch or a special dinner. Come experience the flavors of the Middle East at ArabBitęs!

Easton & Company is a premier clothing store located at 502 Front Street in Natchitoches, Louisiana. Offering a wide selection of trendy and fashionable clothing for men and women, Easton & Company is the go-to destination for those looking to update their wardrobe with the latest styles. With a focus on quality and customer satisfaction, this store provides a personalized shopping experience that caters to individual tastes and preferences. Whether you're looking for casual everyday wear or a special outfit for a night out, Easton & Company has something for everyone. Visit us today and elevate your style game!

Nabors Trust is a reputable financial institution located at 1014 Polk Street in Mansfield, Louisiana, United States. With a strong commitment to providing trustworthy and reliable financial services, Nabors Trust has built a solid reputation for helping clients achieve their financial goals. Whether you are looking for investment advice, estate planning services, or wealth management solutions, our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet your specific needs. Visit Nabors Trust today and let us help you secure your financial future.

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.

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.

Beacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.

Linn & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1100 Poydras Street in New Orleans, Louisiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They emphasize the importance of understanding risk tolerance in determining an appropriate investment strategy. Clients can expect regular meetings to review and adjust their financial approach as life changes. The institution cannot guarantee future financial results. They prioritize privacy and security, adhering to strict website rules and regulations. Clients are encouraged to refer friends and family members to help them achieve their financial goals.

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.

Hubbell Strickland Wealth Management is a finance institution located at 1100 Poydras Street, New Orleans, Louisiana, United States. They offer a wide range of services including Investment Planning, Retirement Planning, Estate Planning, Tax Planning, Generational Financial Planning, College Planning, Executive Benefit Review, Business Services, Income Generating Strategies, Cash-Flow Planning, and Risk Management. The institution prides itself on their expertise, experience, and trust when developing investment strategies for their clients. They are not tied into any outside investment management group, allowing them to suggest investment approaches that are truly appropriate for their clients. Their staff holds various professional designations such as Certified Financial Planner®, Chartered Financial Analyst, attorney, and MBA, providing a strong foundation for their practice.

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.

Brian Ohnoutka - Financial Consultant at Ameriprise Financial Services, LLC, located at 814 Washington Street in Natchitoches, Louisiana, United States, is a trusted institution specializing in finance. If you have questions or would like to schedule a complimentary initial consultation, do not hesitate to get in touch. With background and qualification information available on FINRA's BrokerCheck website, you can trust in our expertise. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our services include providing investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We document your goals, meet regularly to review your progress, and adjust your approach as needed to help you achieve financial success.

Edward Jones - Financial Advisor: Jason S Dickinson is a reputable finance institution located at 4875 Ihles Road in Lake Charles, Louisiana, United States. Jason S Dickinson is a dedicated financial advisor who provides personalized investment and wealth management services to his clients. With a focus on building long-term relationships, Jason helps individuals and families achieve their financial goals through comprehensive financial planning and strategic investment solutions. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jason S Dickinson is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Jose Vasquez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 814 West McNeese Street in Lake Charles, Louisiana, United States. With a focus on your goals, such as retirement or education, we provide personalized investment recommendations based on your risk tolerance. We regularly review and adjust your portfolio as needed, helping you track your progress towards your financial objectives. You can access your accounts and investments securely from any device. Schedule a complimentary consultation to learn more about how we can assist you. Jose Vasquez is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Let's meet to discuss your financial priorities and goals. Please note that the initial consultation provides a general overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends and family members achieve their financial aspirations. Your referrals will be contacted soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, with a focus on privacy and security.

Mulvey & Associates - Ameriprise Financial Services, LLC, located at 4110 Lake Street in Lake Charles, Louisiana, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team provides personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. We offer regular meetings to review your progress, update your approach as needed, and track your journey towards financial success. With secure online access, you can monitor your investments and accounts from any device at any time. Schedule a complimentary initial consultation to learn more about our services and how we can assist you. Our financial advisors are registered to do business in certain U.S. states, so please refer to our website for more details. Trust Ameriprise Financial Services, LLC to help you navigate the complexities of finance and work towards a brighter financial future.

Jimmy Guidry, a financial advisor at Ameriprise Financial Services, LLC, is located at 108 East Texas Avenue in Rayne, Louisiana, United States. With a focus on your individual goals and risk tolerance, Jimmy provides investment recommendations and portfolio management tailored to your needs. Regular meetings and progress reviews ensure that your financial plan stays on track, adapting to any life changes along the way. You can easily access your accounts and track your progress online, securely and conveniently. Schedule a complimentary initial consultation to learn more about how Jimmy can help you achieve your financial goals. As a member of FINRA and SIPC, Jimmy Guidry is registered to conduct securities business in certain states. Your friends and family can also benefit from Jimmy's expertise – refer them for a consultation today.

Guardian Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 664 Corporate Drive in Houma, Louisiana, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we pride ourselves on providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team of financial advisors will work with you to document your goals, regularly review your progress, and make adjustments as needed to help you achieve financial success. Through our secure online platform, you can easily access your investments and accounts, track your progress towards your goals, and communicate with us at any time. We offer complimentary initial consultations to discuss how we can help you reach your financial goals, whether it's planning for retirement, education, or a major purchase.

Argent Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 132 Rue Colette in Thibodaux, Louisiana, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as life changes. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our financial advisors are registered in specific U.S. states, so please refer to their personal website or FINRA’s BrokerCheck website for more details. We prioritize what's most important to you, whether it's retirement planning, education savings, or a major purchase. Contact us today to start a conversation about your financial future.

Catherine Lovell is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 132 Rue Colette in Thibodaux, Louisiana, United States. With a focus on your individual goals and risk tolerance, Catherine provides investment recommendations, asset allocation, and portfolio management. Regular meetings are held to review progress, update strategies, and track your financial goals. Access your accounts and investments securely from any device. Catherine is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn more about how Catherine can help you achieve your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security are a top priority, with users agreeing to abide by the rules and regulations of the Ameriprise Financial website. Feel free to refer friends and family to Catherine for financial assistance, as she appreciates the opportunity to help others achieve their financial goals.

Julien Larisey-Hebert is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 132 Rue Colette in Thibodaux, Louisiana, United States. Specializing in finance, Julien offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track goals. Clients can access their investments and accounts securely from any device. To learn more or schedule a complimentary initial consultation, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference. Julien Larisey-Hebert is registered to conduct securities business in specific states listed on the FINRA's BrokerCheck website. Reach out to discuss your financial priorities and start planning for a secure future with Ameriprise Financial Services, LLC.

Adam Karrigan is a financial advisor at Ameriprise Financial Services, LLC, located at 8201 Village Plaza Court in Baton Rouge, Louisiana. With a focus on providing personalized financial planning and investment advice, Adam helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Adam Karrigan is dedicated to helping you make informed financial decisions. Contact him today to schedule a consultation and start planning for a brighter financial future.

David 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.

Vernon Moret - Financial Advisor, Ameriprise Financial Services, LLC, located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, offers personalized finance services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Vernon Moret provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. With access to your investments and accounts from any device, you can stay informed and secure. Schedule a complimentary initial consultation to learn more about how Vernon Moret can assist you in achieving your financial goals. As a member of FINRA and SIPC, Vernon Moret is registered to conduct securities business in certain states. Take advantage of the opportunity to refer friends or family members to help them reach their financial goals as well. Remember to review the Ameriprise Financial Website Rules and Regulations for privacy and security information.

StellarPath Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2955 Ridgelake Drive, Metairie, Louisiana, United States. They provide personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution offers regular progress reviews, updates to financial approaches, and tools for tracking investment progress. With access to Ameriprise Investment Research Group, clients receive guidance on market conditions and investment impacts. The institution also offers diversified portfolio recommendations and solutions for managing uncertainty. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The institution emphasizes the importance of risk tolerance in determining investment strategies. Clients can schedule a complimentary initial consultation to discuss their financial goals. Please refer to FINRA's BrokerCheck website for more information on background and qualifications.

Nathan Foret is a financial advisor at Ameriprise Financial Services, LLC located at 1100 Poydras Street, New Orleans, Louisiana, United States. With a focus on individual goals and risk tolerance, Nathan provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time from any device. To learn more about how Nathan can help you reach your financial goals, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Nathan Foret is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.

Paul Ippolito, a financial advisor at Ameriprise Financial Services, LLC, located at 1100 Poydras Street in New Orleans, Louisiana, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Paul provides recommendations on asset allocation and portfolio management to help you achieve your financial objectives, whether it's retirement planning, saving for education, or making a major purchase. Through regular meetings and progress reviews, Paul helps you stay on track with your financial goals and adjusts your investment strategy as needed. You can easily access your investments and accounts from any device, securely track your progress, and receive personalized support throughout your financial journey.

Mathew Rodela is a finance institution located at 5941 U.S. 167 in Winnfield, Louisiana, United States. With a focus on providing personalized financial services, Mathew Rodela offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or assistance with managing your assets, Mathew Rodela is dedicated to providing top-notch financial services tailored to your specific needs. Trust in Mathew Rodela for all your financial needs in Winnfield and beyond.

Joseph Thibeaux is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 119 Village Street in Slidell, Louisiana, United States. Specializing in finance, Joseph offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, clients can track their financial journey towards retirement, education, or major purchases. Accessible from any device, clients can securely monitor their investments and accounts. To learn more and schedule a complimentary initial consultation, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference. Joseph Thibeaux is registered to conduct securities business in specific states listed on FINRA's BrokerCheck. Privacy and security are paramount at Ameriprise Financial, as outlined in the Privacy and Security Center. Feel free to refer friends or family members for personalized financial guidance.