Portfolio management in Louisiana
145 results found
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Centerline Development LLC
● ClosedCenterline Development LLC is a reputable residential and commercial construction company located in Metairie, Louisiana. With over 30 years of experience in construction and management, we have established ourselves as one of the top general contractors in the area. Our portfolio includes a wide range of projects, from single-family homes and multifamily homes to renovations, additions, and commercial construction such as restaurants, office buildings, retirement communities, and warehouses. We offer a variety of services including new construction, historic renovations, kitchen remodeling, and bathroom remodeling.
3900 N Causeway Blvd #1200, Metairie, LA 70002, United States -
The Molpus Woodlands Group, LLC
● ClosedThe Molpus Woodlands Group, LLC is a renowned real estate agency located at 810 West 1st Street in DeRidder, Louisiana, United States. With a proven legacy of timber-related experience and knowledge, we specialize in devising and implementing sustainable management goals for timberland investments. Our searchable database lists land for sale and lease, offering a wide range of options for potential investors. With a long history of experience, Molpus Woodlands Group is one of the oldest timber-related companies in the United States, making timberlands not just our focus, but our legacy. We work with individuals and organizations seeking to add timberland to their investment portfolio, focusing on long-term optimal cash returns while practicing responsible forest stewardship. Trust Molpus Woodlands Group for all your timberland investment needs.
810 W 1st St suite a, DeRidder, LA 70634, United States -
Calvit Brian D
● OpenCalvit Brian D is a reputable law firm located at 7920 Wrenwood Boulevard in Baton Rouge, Louisiana, United States. Specializing in various legal services, the institution is known for its dedication to providing top-notch representation and guidance to its clients. With a team of experienced and knowledgeable lawyers, Calvit Brian D offers expert advice and assistance in a wide range of legal matters. Whether you are in need of assistance with a personal injury case, family law issue, or criminal defense, Calvit Brian D is committed to helping you navigate the legal system with professionalism and integrity. Contact them today to schedule a consultation and see how they can help you with your legal needs.
7920 Wrenwood Blvd, Baton Rouge, LA 70809, United States -
Financial Care Associates
● ClosedFinancial Care Associates is a leading finance institution located at 205 Fairburn Avenue in Benton, Louisiana, United States. Our dedicated team of professionals is committed to providing personalized financial services and solutions to help our clients achieve their financial goals. Whether you are looking for assistance with budgeting, investing, retirement planning, or any other financial need, our experts are here to help. With a focus on integrity and trust, Financial Care Associates is the perfect partner for all your financial needs.
205 Fairburn Ave Suite A, Benton, LA 71006, United States -
Steven Bates, PFS
● OpenSteven Bates, PFS is a reputable finance institution located at 203 North Abel Street in Winnfield, Louisiana, United States. As a Personal Financial Specialist (PFS), Steven Bates offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and client satisfaction, Steven Bates, PFS is dedicated to providing top-notch financial guidance and support. Whether you need assistance with investments, retirement planning, or estate planning, Steven Bates is here to help you navigate the complexities of the financial world with confidence and peace of mind.
203 N Abel St, Winnfield, LA 71483, United States -
John E. Sirois, Certified Financial Planner
● ClosedJohn E. Sirois, Certified Financial Planner is a reputable financial institution located at 1356 West Tunnel Boulevard in Houma, Louisiana, United States. Specializing in personalized financial planning services, John E. Sirois and his team are dedicated to helping clients achieve their financial goals and secure their financial futures. With years of experience and a commitment to excellence, they offer expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, John E. Sirois, Certified Financial Planner is the trusted partner you need for all your financial needs.
1356 W Tunnel Blvd B, Houma, LA 70360, United States -
Oak Capital Financial Advisors
● ClosedOak Capital Financial Advisors is an independent financial advisory firm located in Port Allen, Louisiana. We are committed to always acting in the best interests of our clients, following the fiduciary standard. Our team is reliable and responsive, providing comprehensive financial planning services in a welcoming, family-friendly environment. We believe in educating both ourselves and our clients to develop strong wealth management strategies that help our clients achieve their financial goals. Our client base is diverse, ranging from plant workers to small business owners, pre-retirees to retirees, and high net worth individuals.
4463 LA-1 Suite L, Port Allen, LA 70767, United States -
Mc Clain Financial Group
● OpenMcClain Financial Group is a reputable finance institution located at 658 Saint Charles Street in Baton Rouge, Louisiana, United States. With a team of experienced financial experts, McClain Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, McClain Financial Group is dedicated to providing personalized solutions to meet your specific needs. Trust McClain Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.
658 St Charles St, Baton Rouge, LA 70802, 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 -
Stephens Inc
● ClosedStephens Inc is a finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With a commitment to providing top-notch financial services, Stephens Inc offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Stephens Inc's team of experienced professionals is here to help. With a strong reputation for excellence and a dedication to client satisfaction, Stephens Inc is a trusted partner for all your financial needs.
445 North Blvd #802, 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 -
Merrill Lynch Financial Advisor Paul B Langston
● ClosedMerrill Lynch Financial Advisor Paul B Langston is a trusted finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals. Paul B Langston, as a financial advisor, brings years of experience and expertise to assist clients in making informed decisions about their investments, retirement planning, and wealth management. Whether you are looking to grow your portfolio or plan for the future, Merrill Lynch Financial Advisor Paul B Langston is committed to providing personalized financial solutions tailored to your specific needs.
445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, United States -
Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a reputable finance institution located at 11505 Perkins Road in Baton Rouge, Louisiana, United States. As a trusted financial advisor, they provide personalized investment and wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
11505 Perkins Rd ste c, Baton Rouge, LA 70810, United States -
Ziner Investments L.L.C.
● OpenZiner Investments L.L.C. is a reputable finance institution located at 14349 Stone Gate Drive in Baton Rouge, Louisiana, United States. With a focus on providing expert financial services and investment opportunities, Ziner Investments L.L.C. is dedicated to helping clients achieve their financial goals. Our team of experienced professionals is committed to delivering personalized strategies and solutions to meet the unique needs of each individual or business. Trust Ziner Investments L.L.C. to be your partner in financial success.
14349 Stone Gate Dr, Baton Rouge, LA 70816, United States -
The Sycamore Group - Morgan Stanley
● OpenThe 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.
400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.
3000 21st St, Metairie, LA 70002, United States -
Rufus Cressend - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRufus Cressend - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, 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 wide range of financial planning topics and provide professionals with the knowledge and tools needed to help clients achieve their financial goals.
3939 N Causeway Blvd #401, Metairie, LA 70002, United States -
Raymond James
● OpenRaymond James is a well-established financial institution located at 3445 North Causeway Boulevard in Metairie, Louisiana, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for retirement planning, investment advice, or portfolio management, the experienced professionals at Raymond James are dedicated to helping you achieve your financial goals. Visit their office in Metairie today to learn more about how they can assist you with your financial needs.
3445 N Causeway Blvd, Metairie, LA 70002, United States -
DDunbar financial Group Inc
● ClosedDDunbar Financial Group Inc is a leading financial institution located at 145 Allen Toussaint Boulevard in the vibrant city of New Orleans, Louisiana. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, DDunbar Financial Group Inc is your trusted partner in navigating the complexities of the financial world. Visit us today to discover how we can help you secure your financial future.
145 Allen Toussaint Blvd #200, New Orleans, LA 70124, United States -
CAPTRUST
● ClosedCAPTRUST is a leading financial institution located at 601 Poydras Street in New Orleans, Louisiana, United States. Specializing in wealth management and investment advisory services, CAPTRUST offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, CAPTRUST is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, CAPTRUST is here to help you every step of the way.
601 Poydras St # 1855, New Orleans, LA 70130, United States -
Waters Parkerson & Co
● ClosedWaters Parkerson & Co. is a finance institution located at 601 Poydras Street in New Orleans, Louisiana. Established in 1933, we our approach is conservative, disciplined, and personalized. We are a fee-only, independent, employee-owned Registered Investment Advisor specializing in personalized investment advice and financial planning for high-net-worth individuals and institutions. Our team actively manages equity and fixed-income investments, providing financial planning services for clients in over 35 states. With a focus on long-term and diversified investment strategies, we work closely with clients to create personalized portfolios and offer sound financial planning advice. Our goal is to provide clients with the confidence to make informed decisions in all areas of their financial lives. Visit us at 601 Poydras Street, Suite 2210, New Orleans, LA 70130 to learn more about our services.
601 Poydras St Suite 2210, New Orleans, LA 70130, United States -
Edward Jones - Financial Advisor: Fernando Rugerio
● ClosedAt Edward Jones - Financial Advisor: Fernando Rugerio, located at 2319 Line Avenue in Shreveport, Louisiana, you can trust in expert financial guidance and personalized investment strategies. Our dedicated team led by Fernando Rugerio is committed to helping you achieve your financial goals and secure your financial future. With a focus on building long-term relationships and providing tailored solutions, we strive to empower our clients to make informed decisions and navigate the complexities of the financial world with confidence. Visit us today to start your journey towards financial success.
2319 Line Ave, Shreveport, LA 71104, United States -
Larry Yelverton - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLarry Yelverton - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 670 Albemarle Drive, Shreveport, Louisiana, United States. Larry Yelverton holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, estate planning, and exit planning. Larry Yelverton is also a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, further solidifying his commitment to providing top-notch financial planning services. Larry Yelverton offers a wide range of services to individuals and small business owners, ensuring that their financial needs are met with professionalism and expertise.
670 Albemarle Dr Ste 401, Shreveport, LA 71106, United States -
Cardinaux Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedCardinaux Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 738 North Ashley Ridge Loop, Shreveport, Louisiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to providing personalized guidance to help clients navigate their financial journey. We offer tailored advice for each individual's total financial situation, going beyond just focusing on portfolios. Our commitment to excellence and client satisfaction has earned us the Ameriprise Client Experience Award. We believe in developing clear direction for our clients' finances and lives, and we are honored to have the opportunity to help them achieve their financial goals. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states. Contact us for an initial consultation to discuss what's most important to you. Remember, Ameriprise Financial cannot guarantee future financial results.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
Mark McCrocklin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMark McCrocklin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, United States. Mark 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 Mark's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, financial planning, investment analysis, and more. With a focus on providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients, Mark is dedicated to helping clients achieve their financial goals and secure their financial future.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
First Command Financial Advisor - Stanley Sutton
● ClosedFirst Command Financial Advisor - Stanley Sutton is a finance institution located at 1325 Barksdale Boulevard in Bossier City, Louisiana, United States. This institution offers financial services to clients, including financial planning, investment advice, and wealth management. The institution operates with integrity and transparency, as evidenced by the voluntary testimonial provided by a satisfied client. First Command has not provided any compensation to the client for the testimonial, ensuring that it is an unbiased and genuine reflection of the client's experience. While the testimonial may not be indicative of every client's experience, it serves as a testament to the high level of service and expertise provided by First Command Financial Advisor - Stanley Sutton.
1325 Barksdale Blvd #207, Bossier City, LA 71111, United States -
Merrill Lynch Financial Advisor Brett S Schoonover
● ClosedMerrill Lynch Financial Advisor Brett S Schoonover, located at 401 Edwards Street, Shreveport, Louisiana, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, the institution helps clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to navigate the changing market conditions. The team of advisors at Merrill Lynch aims to work closely with clients, helping them evaluate choices and make informed decisions to pursue their goals. As life evolves and priorities shift, the institution provides a personalized investment approach tailored to each individual's needs. Through in-depth conversations and the Investment Personality Assessment, Merrill advisors gain a deeper understanding of clients' goals and preferences, offering customized financial plans. With access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions, clients can benefit from a comprehensive approach to wealth management.
401 Edwards St, Shreveport, LA 71101, United States -
Edward Jones - Financial Advisor: Lora C Slack
● ClosedEdward Jones - Financial Advisor: Lora C Slack is a reputable financial institution located at 1937 B East 70th Street in Shreveport, Louisiana, United States. As a trusted financial advisor, Lora C Slack provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Lora C Slack is dedicated to providing top-notch financial guidance and support to individuals and families in the Shreveport area.
1937 B E 70th St, Shreveport, LA 71105, United States -
Sondra King - Regions Wealth Advisor
● ClosedSondra King - Regions Wealth Advisor is a finance institution located at 2948 East Texas Street in Bossier City, Louisiana, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Sondra King, a Wealth Advisor for Regions Private Wealth Management in Bossier City, focuses on developing a comprehensive strategy to meet your financial goals. With a team of professionals, your Regions Wealth Advisor can help maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. The Regions logo and LifeGreen color are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Consult their Privacy Statement and Terms and Conditions of Use for more information. Thank you for considering Regions Wealth Advisor for your financial needs.
2948 E Texas St, Bossier City, LA 71111, United States -
Deauton Delgado - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeauton Delgado is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 670 Albemarle Drive in Shreveport, Louisiana. Deauton Delgado holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Deauton Delgado is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return, and modern portfolio theory, Deauton Delgado aims to help clients achieve their financial goals and secure their financial future. Contact Deauton Delgado - Associate Financial Advisor at Ameriprise Financial Services, LLC for expert financial guidance and support."
670 Albemarle Dr Ste 401, Shreveport, LA 71106, United States
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