TOP 10 Long term wealth planning in Lafayette, Louisiana

MATTHEW JAMES Tax & Wealth Management is a finance institution located at 1011 Coolidge Street in Lafayette, Louisiana, United States. At Matthew James, we believe in helping our clients live life to the fullest and create everlasting memories, which are the true riches of retirement. Our team specializes in designing personalized financial strategies for retirees and pre-retirees, ensuring a happy and secure retirement for our clients. We offer advanced tax strategies to minimize your tax burden and optimize your retirement income. Our Deferred Tax Strategy™ can help decrease or defer capital gains taxes, putting your hard-earned money back in your pocket. With a customized retirement financial strategy incorporating Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and Risk Management, we are dedicated to helping you achieve your financial goals and live the lifestyle you deserve.

Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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 variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to providing expert financial advice and planning services to individuals seeking to secure their financial future.

LiveOak Wealth Advisors is a premier finance institution located at 1042 Camellia Boulevard in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, LiveOak Wealth Advisors is committed to helping individuals and families navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Visit us today to see how we can help you secure a brighter financial future.

Curtis Hunter Roy II - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway, Lafayette, Louisiana, United States, is a finance institution that offers a range of services to help individuals manage their assets and plan for their financial future. The institution provides expertise in areas such as investment strategies, estate planning, retirement planning, and insurance products. The team at Ameriprise Financial Services, LLC holds various certifications and designations, 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate their commitment to providing clients with expert advice and guidance in managing their finances. Whether you are planning for retirement, managing investments, or navigating a complex financial situation, Curtis Hunter Roy II and his team are dedicated to helping you achieve your financial goals.

Dal Earnest, New York Life is an insurance agency located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. They offer permanent policies with guaranteed death benefits and cash value growth, as well as long-term customizable coverage that can be tailored to fit your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to illness or injury, and providing professionally managed investments with market potential. They also offer guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they aim to provide personalized solutions to help individuals and families thrive financially. Dal Earnest, New York Life is committed to giving back to the community through charitable initiatives and supporting various causes such as bereavement, education, and workplace programs. They have been in the business since 1845 and have a strong reputation for financial stability, accountability, and service excellence. Their diverse and inclusive workforce reflects the communities they serve, and they strive to make a positive impact on society through their philanthropic efforts. With a focus on community engagement and social responsibility, Dal Earnest, New York Life aims to help individuals and families achieve financial security and peace of mind.

Edward Jones - Financial Advisor: Rhett D Hackett, AAMS™ is a reputable financial institution located at 6413 Johnston Street in Lafayette, Louisiana, United States. As a trusted advisor, Rhett D Hackett, AAMS™ provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Rhett D Hackett, AAMS™ strives to provide expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Rhett D Hackett, AAMS™ is committed to helping you secure a more stable and prosperous financial future.

Edward Jones - Financial Advisor: Andre Hebert is a reputable financial institution located at 2306 Kaliste Saloom Road in Lafayette, Louisiana. As a trusted advisor, Andre Hebert provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, this institution offers a wide range of financial services including retirement planning, investment strategies, and wealth management. Whether you are looking to plan for your future or grow your existing assets, Edward Jones - Financial Advisor: Andre Hebert is dedicated to providing expert guidance and support every step of the way.

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.

Edward Jones - Financial Advisor: Nick Suire, AAMS™ is a reputable finance institution located at 624 Lafayette Street in Youngsville, Louisiana, United States. As a trusted financial advisor, Nick Suire, AAMS™ provides personalized financial planning and investment 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: Nick Suire, AAMS™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Nick Suire, AAMS™ is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Marcus T White is a reputable financial institution located at 2020 West Pinhook Road in Lafayette, Louisiana, United States. Marcus T White is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Marcus T White at Edward Jones is dedicated to helping you navigate the complex world of finance with expertise and care.

Edward Jones - Financial Advisor: Steve Self is a reputable finance institution located at 308 Doucet Road in Lafayette, Louisiana. As a dedicated financial advisor, Steve Self provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Self offers a comprehensive range of financial services including retirement planning, wealth management, and investment planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steve Self is committed to providing expert advice and support every step of the way. Visit us today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Kyla Dinkel, located at 900 South College Road, Lafayette, Louisiana, United States, offers insights, observations, and ideas to help clients pursue their financial goals. Specializing in working with women going through life transitions, such as divorce or loss of a loved one, Kyla provides guidance on navigating complex financial situations. She is dedicated to giving back to the community and is actively involved in organizations she is passionate about. Through Merrill Personal Wealth Analysis™, Kyla helps clients build personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, she designs customized investment strategies to help them achieve financial success. Kyla believes in regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and goals.

Miller Investment Management of Raymond James is a reputable finance institution located at 1220 Camellia Boulevard in Lafayette, Louisiana, United States. With a team of experienced professionals, they offer personalized investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miller Investment Management is dedicated to providing expert guidance and tailored solutions. Trust in their expertise and commitment to excellence for all your investment needs.

Merrill Lynch Financial Advisor Kevin C Hebert is a finance institution located at 900 South College Road in Lafayette, Louisiana, United States. The Clark Kreamer Hebert Cox Group believes in building relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. The team focuses on understanding your goals and priorities, helping you make investment decisions that align with your aspirations. With a wealth management approach that considers your personal values and long-term objectives, they aim to help you manage, grow, and preserve your wealth. The team, led by experienced advisor Tommy, is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and ongoing discussions, they strive to keep you on track to achieve your financial goals. The team provides personalized investment strategies and comprehensive financial solutions, tailored to your unique needs and situation. With access to the latest investment insights and guidance, they are dedicated to helping you live your best financial life.