TOP 10 Legacy planning services in Baton Rouge, Louisiana
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Poché Estate Planning Law Firm
● ClosedPoché Estate Planning Law Firm, located at 4960 Bluebonnet Boulevard in Baton Rouge, Louisiana, offers legal services and wealth preservation resources for individuals of all backgrounds. Our experienced estate planning attorney utilizes various tools such as Trusts, Wills, Powers of Attorney, and Living Will Declarations to ensure that your wishes are carried out in the event of incapacity or death. Whether your estate planning needs are simple or complex, we are here to help. Our firm specializes in protecting assets through Trusts and ensuring that your instructions are followed with a Will. In times of illness or accident, we can assist in creating documents to ensure your wishes are upheld. Mrs. Poché's practice is characterized by both experience and empathy, making the planning process a truly transformative experience. Join us for a free legal services webinar to learn more about estate planning and how we can help you secure your legacy. Workshop dates and times are available for registration at our Baton Rouge office. Remember to bring a confirmation email for entry.
4960 Bluebonnet Blvd Ste. C, Baton Rouge, LA 70809, United States -
The Legacy at Baton Rouge
● ClosedThe Legacy at Baton Rouge is a premier senior living community located at 449 Ben Hur Road in Baton Rouge, Louisiana. Our facility offers a range of services and amenities designed to enhance the quality of life for our residents. From independent living to assisted living and memory care, we provide personalized care plans to meet the unique needs of each individual. Our compassionate staff is dedicated to providing a warm and welcoming environment where residents can feel at home. With beautifully landscaped grounds, spacious living accommodations, and a variety of recreational activities, The Legacy at Baton Rouge is the ideal place for seniors to enjoy their golden years in comfort and style. Come visit us today and see why we are the top choice for senior living in the Baton Rouge area.
449 Ben Hur Rd, Baton Rouge, LA 70820, United States -
Legacy Estate & Elder Law of Louisiana, LLC
● ClosedLegacy Estate & Elder Law of Louisiana, LLC is a reputable institution located at 3956 Government Street in Baton Rouge, Louisiana, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to helping individuals and families plan for their future and navigate complex legal matters. With a team of experienced professionals, Legacy Estate & Elder Law offers personalized solutions to ensure clients' financial and legal affairs are in order. Whether you need assistance with estate planning, elder law issues, or financial management, this institution is committed to providing expert guidance and support.
3956 Government St, Baton Rouge, LA 70806, United States -
Burns Estate Planning & Wealth Advisors
● ClosedBurns 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.
8550 United Plaza Blvd #702, Baton Rouge, LA 70809, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located in Baton Rouge, Louisiana, United States. With a focus on legacy and impact, the institution was founded in 1983 with a dedication to putting clients first and making a difference in their lives. The team of seven CERTIFIED FINANCIAL PLANNER™ professionals, along with seasoned client support staff, are committed to understanding and achieving the financial goals of their clients. Services offered include expert financial planning, actionable guidance for all stages of life, and the creation of personalized financial plans using proprietary tools and processes developed over 38 years in business. The institution serves clients in Louisiana, Texas, and around the southeast, offering support in areas such as estate planning, intergenerational wealth transfer, and family budgeting. Recognitions such as the Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators highlight the expertise and success of the team at Raymond James Financial Services. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC, an SEC Registered Investment Advisor. With a commitment to transparency and client success, Raymond James Financial Services aims to provide impactful financial solutions for generations to come.
8280 Ymca Plaza Drive Bldg #4, Baton Rouge, LA 70810, United States -
Legacy Wealth Partners
● ClosedLegacy 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.
4600 Sherwood Common Blvd STE 201, Baton Rouge, LA 70816, United States -
Baucom Catherine MD
● ClosedBaucom Catherine MD is a dedicated clinic located at 541 Shadows Lane, Baton Rouge, Louisiana, United States. With a focus on women's health, the clinic offers comprehensive services for breast health, including mammograms, ultrasounds, thermograms, and contrast-enhanced diagnostic mammograms. Founded by Dr. Robert Elliott over 40 years ago, the clinic continues his legacy of early detection and compassionate care for patients. Results of imaging tests are provided to patients at the time of their visit, eliminating any waiting period. The clinic also assists patients in every step of the biopsy process, ensuring that all questions are answered and treatment plans are understood. Dr. Catherine Baucom, along with Drs. Elliott, are dedicated to ongoing research in breast cancer, striving for new treatments and advancements in the field. The clinic is supported by The Sallie Astor Burdine Breast Foundation, a nonprofit organization focused on medical research in breast health and cancer. With a personalized approach to patient care and a commitment to excellence in breast health, Baucom Catherine MD is a leading institution in the field.
541 Shadows Ln suite c, Baton Rouge, LA 70806, United States -
Merrill Lynch Financial Advisor Mills McClendon
● ClosedMerrill 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.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Merrill Lynch Financial Advisor Bryan S. McClendon
● ClosedMerrill Lynch Financial Advisor Bryan S. McClendon is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. With over 60 years of combined experience, the McClendon Wealth Management team is dedicated to helping clients preserve and grow their wealth while supporting their evolving lifestyle needs. They work closely with clients, as well as their tax advisors and legal counsel, to create tailored financial strategies that align with their life priorities. The institution offers services such as retirement planning, education planning, philanthropic gifting, and legacy planning. By understanding clients' goals, risk tolerance, and concerns, the team at McClendon Wealth Management develops personalized financial approaches to help clients achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, clients can expect comprehensive financial support.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Cornerstone Wealth
● ClosedCornerstone 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.
4021 W E Heck Ct Ste. D-3, Baton Rouge, LA 70816, United States -
Carson Wealth
● OpenCarson 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.
8280 YMCA Plaza Dr Building 4, Baton Rouge, LA 70810, United States -
HDA Financial Firm
● ClosedHDA 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.
11408 Lake Sherwood Ave N, Baton Rouge, LA 70816, United States
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