TOP 10 Legacy planning services in Louisiana

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.

Merrill 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.

Cornerstone 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.

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.

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.

Prince Charles is a reputable finance institution located at 3416 North Boulevard in Alexandria, Louisiana, United States. With a strong reputation for providing top-notch financial services, Prince Charles offers a wide range of financial solutions to individuals and businesses alike. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Prince Charles is dedicated to helping you achieve your financial goals. Trust Prince Charles to provide you with the expertise and guidance you need to secure your financial future.

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.

Kathleen Davenport, Kathy Turan Davenport - Davenport Wealth Strategies is a finance institution located at 1337 Huron Avenue, Metairie, Louisiana, United States. They are dedicated to serving professional advisors and offer holistic financial planning through Eagle Strategies LLC. Their goal is to help clients enjoy their life today while planning responsibly for tomorrow. The team at Davenport Wealth Strategies provides personalized financial planning tailored to each client's unique situation, goals, and risk tolerance. They work closely with clients and their team of financial, tax, and legal advisors to implement and monitor strategies over time. Kathleen Turan Davenport, Megan Davenport, and Joseph W. Davenport are licensed to sell insurance and offer securities products and services through New York Life Insurance Company. They do not provide tax, legal, or accounting advice, and clients are encouraged to consult their own professionals. Kathy Davenport and Megan Davenport also offer investment advisory services through Eagle Strategies, LLC. The team at Davenport Wealth Strategies is committed to helping clients make wise financial decisions for life and creating a lasting legacy for generations to come. Contact them at 504.835.1344 or email [email protected], [email protected], [email protected] for more information.

Varsity Wealth is a finance institution located at 2090 Woodrow Street in Mandeville, Louisiana. Our family firm values honesty, integrity, and trust with our clients, offering a full range of financial planning services with over 54 years of combined experience. Specializing in investment management, tax planning, retirement planning, and overall financial planning, we are goal-focused and plan-driven, tailoring strategies to each individual. As an Investment Advisory Representative of Meridian Wealth Management, LLC, we offer advisory services to help you make sound decisions and take control of your financial future. Rest assured that with Varsity Wealth, your financial future is in good hands.

The Sean Morrison Law Offices LLC, located at 1040 Old Spanish Trail in Slidell, Louisiana, is dedicated to creating institutions that improve the lives of people both now and in the future. Specializing in business, intellectual property, and estate planning services, we work tirelessly to protect the businesses, real estate investments, and legacies of our clients. With an ethics-first philosophy, we prioritize transparency and open communication with our clients. From helping startups establish a strong legal foundation to assisting families with estate planning and special needs trusts, we ensure that every decision we make is in the best interest of those we serve.

Welcome to CHRISTUS Ochsner St. Patrick Hospital, your trusted partner for innovative care and rehabilitation in Lake Charles, Louisiana. Located at 524 Dr. Michael Debakey Drive, our hospital offers a comprehensive range of health services with a focus on less invasive treatments and quicker recovery options. We pride ourselves on delivering cutting-edge cardiac care, including the revolutionary transcatheter aortic valve replacement (TAVR), a less invasive alternative to open-heart surgery, ensuring faster recoveries for our patients. Our commitment to excellence is reflected in our top-tier certifications, such as the Joint Commission's Gold Seal of Approval® and the American Heart Association/American Stroke Association's Heart-Check mark, affirming our dedication to providing high-quality care.