TOP 10 Long term wealth planning in Louisiana

Kirk Trussell - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 664 Corporate Drive, Houma, Louisiana, United States. The institution offers a range of 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®, 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 financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Kirk Trussell - Private Wealth Advisor is committed to helping clients achieve their financial goals.

Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Joseph Brown holds several 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, ChFC®, 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 demonstrate Joseph Brown's expertise in various areas of financial planning, wealth management, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Joseph Brown can provide tailored financial advice to help you reach your goals.

Lee J Palmer III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. Lee J Palmer III 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 demonstrate Lee J Palmer III's expertise in asset management, estate planning, retirement planning, investment management, and financial planning. Lee J Palmer III is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Leonard Bernard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8200 Village Plaza Court, Baton Rouge, Louisiana, United States. Leonard Bernard holds various certifications such as 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®, 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 demonstrate Leonard Bernard's expertise in wealth management, estate planning, investment management, retirement planning, and financial analysis. With a focus on providing comprehensive and personalized financial advice, Leonard Bernard is dedicated to helping clients achieve their financial goals and secure their financial future.

Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1124 South Burnside Avenue, Gonzales, Louisiana, United States, is a finance institution specializing in providing comprehensive wealth management services. Gregory Fulcher 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®, 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 demonstrate his expertise in various financial planning areas, from retirement planning to estate planning, investment management, and more. With a commitment to ethical standards and ongoing education, Gregory Fulcher provides clients with personalized and strategic financial advice tailored to their unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Gregory Fulcher is dedicated to helping you achieve financial success and security.

Robert J Morris is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8235 YMCA Plaza Drive in Baton Rouge, Louisiana, United States. Robert holds various certifications such as 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Robert's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty military personnel. With a focus on ethics and continuing education, Robert is dedicated to providing comprehensive financial advice and planning services to his clients.

Asempa Wealth Advisors, located at 8440 Jefferson Highway in Baton Rouge, Louisiana, is a finance institution dedicated to delivering personalized wealth solutions and tailored financial planning. With over 40 years of combined experience in financial planning, retirement planning, startup advice, and small business retirement planning, our team is committed to helping you create an enduring plan for your family. Whether you are considering selling your business, navigating equity compensation offers, planning for gifting to heirs, or leaving a legacy in your community, we are here to assist you in making informed financial decisions. Our name, Asempa, means "Good News" in the Ghanaian language Twi, reflecting our core philosophy of guiding clients towards their long-term financial goals.

SRS Wealth Management Group is a leading finance institution located at 3888 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. Our experienced team of financial advisors offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust SRS Wealth Management Group to help you secure your financial future.

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.

Denise Badgerow - Southern Wealth Strategies, LLC is a reputable finance institution located at 102 Royal Oak Boulevard in Thibodaux, Louisiana, United States. Specializing in providing comprehensive wealth management solutions, Denise Badgerow and her team offer personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Southern Wealth Strategies is dedicated to helping individuals and families secure their financial future.

River Region Wealth Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 104 Campus Drive East, Destrehan, Louisiana, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, our team of Ameriprise Financial Advisors provides personalized advice to help clients achieve their financial goals. With over 125 years of experience, we prioritize building strong 1-to-1 relationships with clients to set them up for financial success. Backed by the Ameriprise Investment Research Group, our advisors carefully monitor market conditions and provide guidance to navigate investments. Whether you're looking for short-term strategies or long-term financial planning, we are here to help. Contact us today to start your financial planning journey. Member FINRA and SIPC.

Waterfront Wealth Management - Ameriprise Financial Services, LLC is a prestigious finance institution located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help clients reach their short and long-term goals. Our experienced Ameriprise Financial Advisors work closely with clients to provide guidance on estate planning, wealth preservation, tax implications, and asset distribution to loved ones. With over 125 years of history, we prioritize building trusting relationships with our clients to set them up for financial success. Whether you are looking to plan for the future or navigate the current bull market rally, we are here to help. Contact us today to schedule a complimentary initial consultation and start your financial planning journey. Please visit our website for additional information on our background, qualifications, and important disclosures. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, committed to helping you achieve financial clarity and peace of mind.

Kirk Trussell - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3351 Severn Avenue, Metairie, Louisiana, United States. The institution offers a range of certifications and designations including 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 financial planning and management topics, ensuring that advisors are well-equipped to provide expert advice to clients. Kirk Trussell - Private Wealth Advisor is committed to upholding a high standard of ethics and professionalism in the financial services industry.

Gray L Goudeau - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 Galleria Boulevard, Metairie, Louisiana, United States. The institution offers a range of financial services and holds various certifications such as 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®, 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 ensure that advisors have the knowledge and expertise to provide clients with comprehensive financial planning services tailored to their individual needs.

Michael T Pfeffer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 104 Campus Drive East, Destrehan, Louisiana, United States. The institution offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice to their clients. Some of the certifications include 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®, 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 various aspects of financial planning, estate planning, investment management, and retirement planning, ensuring that advisors at Michael T Pfeffer - Private Wealth Advisor, Ameriprise Financial Services, LLC are well-equipped to meet the diverse needs of their clients.

John Gin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard in Metairie, Louisiana, United States. John Gin holds various certifications such as 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 demonstrate John Gin's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. John Gin is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Harvard Lyons - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 Galleria Boulevard, Metairie, 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 Planner™, 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 various aspects of finance including asset management, estate planning, retirement planning, investment strategies, and more. The institution is committed to providing clients with expert advice and guidance in managing their wealth and financial planning needs.

Emmett Dupas - Wealth Management Advisor at Northwestern Mutual is a reputable financial institution located at 111 Veterans Memorial Boulevard in Metairie, Louisiana, United States. As a dedicated and experienced wealth management advisor, Emmett Dupas offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building and protecting wealth, this institution provides comprehensive financial solutions tailored to each client's unique needs and objectives. With a commitment to excellence and a track record of success, Emmett Dupas - Wealth Management Advisor at Northwestern Mutual is a trusted partner in helping individuals and families secure their financial future.

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.

Texada Wealth Management is a leading finance institution located at 404 East Gibson Street in Covington, Louisiana, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized financial planning, investment management, and retirement planning services to individuals and families. At Texada Wealth Management, we are dedicated to helping our clients build and preserve their wealth for the long term. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

Merrill Lynch Wealth Management, located at 2681 North Causeway Boulevard in Mandeville, Louisiana, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies based on years of wealth management knowledge and expertise. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. Merrill Lynch Wealth Management offers access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help clients pursue their financial and life goals. The institution provides continuing professional training, mentoring, and technology for advisors, and emphasizes individually customized investment approaches and wealth management advice. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their unique financial goals.

VanGeffen Wealth Strategies Inc is a leading finance institution located at 1338 Gause Boulevard in Slidell, Louisiana, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to help. With a focus on building long-term relationships based on trust and transparency, VanGeffen Wealth Strategies Inc is committed to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Frank S Roccaforte is a reputable finance institution located at 500 Huey P Long Avenue in Gretna, Louisiana, United States. With a focus on providing personalized financial advice and services, Frank S Roccaforte and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or invest for the long term, Edward Jones - Financial Advisor: Frank S Roccaforte is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan tailored to your individual needs.

State Finance of Baton Rouge is a reputable finance institution located at 8350 Florida Boulevard in Baton Rouge, Louisiana. As a trusted financial services provider, State Finance offers a wide range of products and services to meet the needs of individuals and businesses in the area. Whether you are looking for personal loans, business loans, or other financial solutions, our experienced team is dedicated to providing you with the support and assistance you need. Visit us today to learn more about how State Finance can help you achieve your financial goals.

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!

TFG Financial is a comprehensive financial, health, and insurance agency located at 624 Texas Street in Shreveport, Louisiana, United States. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals and protect their health and assets. With a wide range of services and products available, TFG Financial is your one-stop shop for all your financial and insurance needs. Contact us today to learn more about how we can help secure your future.

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.

Jim Haas: Primerica - Financial Services is an insurance agency located at 4200 South I-10 Service Road West in Metairie, Louisiana. With a focus on providing comprehensive financial services, Jim Haas and his team at Primerica are dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, they are committed to offering personalized solutions tailored to your specific needs. Contact Jim Haas: Primerica - Financial Services today to start building a strong financial foundation for tomorrow.