Legacy planning in Lafayette, Louisiana

Exit Planning and Wealth Consulting Group - UBS Financial Services Inc. is a premier financial institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana. Specializing in exit planning and wealth consulting, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer a wide range of services to ensure our clients are prepared for the future. With a commitment to excellence and personalized service, Exit Planning and Wealth Consulting Group - UBS Financial Services Inc. is the trusted choice for all your financial needs.

Gratium 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.

Theus Law Offices is a team of experienced Louisiana estate planning, business, and asset protection lawyers located at 221 Rue De Jean in Lafayette, Louisiana. With a client-centered approach to the law, we work closely with individuals and businesses to develop custom legal strategies and solutions that achieve client objectives. Our team is dedicated to avoiding costly problems, resolving disputes, and providing top-notch legal representation. We specialize in estate planning, from simple wills to complex tax-sensitive plans with integrated asset protection. Our cutting-edge techniques ensure that your intentions are carried out and your legacies are shielded from unforeseeable liabilities. We also offer general counsel, solutions, and litigation support to businesses of all sizes across various industries.

June Andres Services is a reputable finance institution located at 1400 North University Avenue in Lafayette, Louisiana, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or estate planning, our dedicated team is here to help you achieve your financial goals. Contact us today to learn more about how June Andres Services can help you secure your financial future.

Castille Advisors LLC is a finance institution located at 100 Beauvais Avenue in Lafayette, Louisiana, United States. As a trusted financial advisor, we provide expert guidance and personalized solutions to help our clients achieve their financial goals. Our team of experienced professionals is committed to delivering top-notch service and tailored strategies to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Castille Advisors LLC is here to support you every step of the way.

Pelican State Credit Union, located at 1600 North Bertrand Drive in Lafayette, Louisiana, is a finance institution that has a rich history dating back to its origins as St. Jules Credit Union in 1968. Originally consisting of just one staff member in a small office at St. Jules Catholic Church, the credit union has since grown and evolved to become a part of the Pelican State Credit Union family as of December 1, 2017. Despite the mergers and growth, Pelican State Credit Union remains dedicated to preserving the history and legacy of its branches, including the St. Jules location. The team members at the branch bring with them years of experience and stories, ensuring that the same level of dedication and care that members have enjoyed for nearly 50 years continues to be upheld.

BCM Advisors is a reputable finance institution located at 1018 Harding Street in Lafayette, Louisiana, United States. With a team of experienced financial advisors, BCM Advisors offers a wide range of services including investment management, financial planning, and wealth management. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, BCM Advisors is committed to providing top-notch financial solutions tailored to your individual needs.

Advantage Wealth Management LLC is a finance institution located at 100 Asma Boulevard in Lafayette, Louisiana, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial planning and investment strategies to help you grow and protect your wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Advantage Wealth Management LLC is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Toce 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.

Fisher/Woodring - Morgan Stanley Financial Advisors is a renowned financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. Our team of experienced advisors provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Community Wealth Strategies is a finance institution located at 110 Travis Street in Lafayette, Louisiana, United States. Our mission is to help individuals and families in the community build and preserve wealth through strategic financial planning and investment management. Our team of experienced financial advisors are dedicated to providing personalized guidance and support to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Community Wealth Strategies is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Godchaux Wealth Management is a leading finance institution located at 120 Rue Beauregard in Lafayette, Louisiana, United States. With a team of experienced financial experts, we offer personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide you with the guidance and support you need. Trust Godchaux Wealth Management to help you secure a prosperous financial future.

The Sycamore Group at Morgan Stanley is a finance institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our knowledgeable team is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Heggie Investment Partners, a branch of Raymond James, is a premier financial institution located at 140B Rue Beauregard in Lafayette, Louisiana. Specializing in investment management, wealth planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized solutions tailored to each individual's unique needs, Heggie Investment Partners/Raymond James is a trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure your financial future.

Trace Partners Wealth Management LLC is a leading finance institution located at 1201 Camellia Boulevard in Lafayette, Louisiana, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services to help our clients achieve their financial goals. With a focus on personalized solutions and strategic planning, we strive to build long-lasting relationships based on trust and integrity. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Trace Partners Wealth Management LLC is here to guide you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

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.

Peak Wealth Management is a leading finance institution located at 140 Rue Beauregard in Lafayette, Louisiana, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer personalized solutions tailored to your individual needs. Trust Peak Wealth Management to provide expert financial guidance and support as you navigate the complexities of the financial world.

Financial Concepts-Louisiana is a reputable finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you navigate the complex world of finance. Trust Financial Concepts-Louisiana to help you achieve your financial goals and secure a stable future.

Investment 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.

UBS 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.

Northwestern Mutual Wealth Management - Tyson Cromwell CFP is a finance institution located at 2008 South College Road in Lafayette, Louisiana, United States. Led by certified financial planner Tyson Cromwell, this institution offers expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Northwestern Mutual Wealth Management is dedicated to providing top-notch financial advice and guidance to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tyson Cromwell and his team are here to help you navigate the complex world of finance with confidence.

Edward 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.

Ahrens 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.

Edward Jones - Financial Advisor: Raymond P Walters Jr, AAMS™ is a reputable finance institution located at 2005 Verot School Road in Lafayette, Louisiana, United States. With a focus on personalized financial planning and investment strategies, Raymond P Walters Jr, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, this institution provides tailored solutions to meet your individual needs. Trust in the expertise and professionalism of Raymond P Walters Jr, AAMS™ at Edward Jones to secure your financial future.

Alicia 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.

Robert Eddy - Prudential Financial is a reputable finance and insurance agency located at 500 Dover Boulevard in Lafayette, Louisiana, United States. With a strong focus on providing personalized financial solutions and quality insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Robert Eddy - Prudential Financial is committed to providing excellent service and tailored solutions to meet your individual needs.

Edward 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.

Kyle Champagne is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. Kyle 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle is dedicated to providing comprehensive and personalized financial advice to individuals looking to secure their financial future.

Edward 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.

Merrill Lynch Financial Advisor Irvin L David II, located at 900 South College Road in Lafayette, Louisiana, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Irvin David can help you pursue your financial goals through personalized wealth management strategies. Irvin David follows the Merrill tradition of community engagement, volunteering with organizations in the local community. Using the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on what you want to achieve. By starting with a conversation to understand your aspirations and priorities, Irvin David can help you make investment decisions that align with your values and objectives.