TOP 10 Professional insurance advice in Louisiana
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Olivier Group
● ClosedThe Olivier Group is a leading finance and insurance agency located at 4609 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance products to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, the Olivier Group is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
4609 Bluebonnet Blvd suite a, Baton Rouge, LA 70809, United States -
Ferro Financial, LLC
● OpenFerro Financial, LLC is a reputable finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. With a strong commitment to providing top-notch financial services, Ferro Financial, LLC offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, insurance services, or assistance with financial planning, Ferro Financial, LLC has a team of experienced professionals ready to help you achieve your financial goals. Trust Ferro Financial, LLC for all your financial needs.
8550 United Plaza Blvd #702, Baton Rouge, LA 70809, United States -
Legacy Wealth Partners
● OpenLegacy 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 -
Presley Wealth Management
● OpenPresley Wealth Management, located at 170 Veterans Boulevard in Denham Springs, Louisiana, is a finance institution dedicated to helping clients pursue their financial goals and retire with confidence. Founded in 2015, our team is committed to earning trust, communicating openly, and treating clients like family. We offer personalized investment and insurance products to create unique strategies tailored to individual needs. Our experienced professionals guide clients through various economic conditions, helping them stay on track towards their goals. As an independent firm, we have access to a wide range of financial products, providing clients with diverse options for their financial planning needs. Additionally, we offer a comprehensive guide, "Your Retirement Income Planning Checklist," to help clients assess their current strategies. We work closely with clients to adapt their plans to changing goals and circumstances, ensuring a secure financial future. Contact us today for expert financial advice and assistance in planning for retirement.
170 Veterans Blvd, Denham Springs, LA 70726, United States -
Cornerstone Financial Group
● ClosedCornerstone Financial Group is a leading finance and insurance agency located at 213 North College Road in Lafayette, Louisiana. With a commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Cornerstone Financial Group is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
213 N College Rd, Lafayette, LA 70506, United States -
Stratos Wealth Partners
● OpenStratos Wealth Partners is a leading finance and insurance agency located at 3223 8th Street in Metairie, Louisiana, United States. With a team of experienced professionals, we provide comprehensive financial planning and insurance solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our dedicated advisors are here to guide you every step of the way. Trust in Stratos Wealth Partners for personalized service and expert advice in managing your finances and securing your future.
3223 8th St Suite 203, Metairie, LA 70002, United States -
Benefit Planning Group
● ClosedBenefit Planning Group is a finance and insurance agency located at 2817 Athania Parkway in Metairie, Louisiana, United States. Since 1984, we have been providing investment advisory services, insurance products, estate planning, retirement strategies, and employee benefit plans to clients in the New Orleans area. Our mission is to create and maintain wealth for our clients through effective asset management, personalized service, and professional advice. Our team, including Lenny Nelson, Patrick Taylor, Tom Meyer, and Ed d'Hemecourt, is dedicated to helping clients set and achieve their financial goals. We are affiliated with LPL Financial and Strategic Financial Concepts, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Strategic Financial Concepts, LLC. Our Registered Representatives can only conduct securities business with residents of AL, LA, MS, NC, and TX. Visit our website to watch informative videos and learn more about our services.
2817 Athania Pkwy, Metairie, LA 70002, United States -
Acacia Financial Group
● OpenAcacia Financial Group is a reputable finance and insurance agency located at 3500 North Causeway Boulevard in Metairie, Louisiana, United States. With a team of experienced professionals, Acacia Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. Clients can trust Acacia Financial Group to provide personalized and tailored financial advice to help them achieve their financial goals.
3500 N Causeway Blvd #1500, Metairie, LA 70002, United States -
Gregory Ricks & Associates - Total Wealth Authority
● ClosedGregory Ricks & Associates - Total Wealth Authority is a finance and legal institution located at 2800 Veterans Memorial Boulevard in Metairie, Louisiana, United States. At our institution, we offer a personalized financial Guided Planning System® process to help you assess your current financial situation, identify areas that need attention, and make recommendations based on our findings. When you schedule a visit with us, you will receive an interactive written plan through our Guided Planning System® (GPS) that will serve as the foundation for implementing and managing your retirement plan with us every step of the way.
2800 Veterans Memorial Blvd Suite 170, 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 -
Phillips Financial Services
● OpenPhillips Financial Services is a reputable finance and insurance agency located at 2912 Metairie Court in Metairie, Louisiana, United States. With a strong commitment to providing top-notch financial solutions and insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're in need of investment advice, retirement planning, insurance coverage, or wealth management services, Phillips Financial Services is here to assist you every step of the way. Visit us today and let us help you secure a brighter financial future.
2912 Metairie Ct #16, Metairie, LA 70002, United States -
The Ansardi Group
● OpenThe Ansardi Group is a prominent finance and insurance agency located at 8611 Louisiana 23 in Belle Chasse, Louisiana, United States. With a strong commitment to providing top-notch financial and insurance services, The Ansardi Group has earned a reputation for delivering personalized and comprehensive solutions to meet the needs of their clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at The Ansardi Group are dedicated to helping you achieve your financial goals.
8611 LA-23 suite 1-c, Belle Chasse, LA 70037, United States -
Desjane Smith-Financial Services Representative
● OpenDesjane Smith-Financial Services Representative is a finance and insurance agency located at 6425 Youree Drive in Shreveport, Louisiana, United States. Our dedicated team of professionals is committed to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking for insurance coverage or investment advice, we are here to assist you every step of the way. With a focus on customer satisfaction and financial security, Desjane Smith-Financial Services Representative is your trusted partner in financial planning.
6425 Youree Dr #530, Shreveport, LA 71105, United States -
First Command Financial Advisor - Stanley Sutton
● OpenFirst 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 -
MTS Financial Network
● ClosedMTS Financial Network is a reputable institution located at 650 Poydras Street in New Orleans, Louisiana, United States. Specializing in accounting, finance, and insurance services, MTS Financial Network offers expert advice and solutions to individuals and businesses seeking financial guidance. With a team of experienced professionals, MTS Financial Network is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with tax preparation, investment strategies, or insurance coverage, MTS Financial Network is committed to providing top-notch service and personalized solutions tailored to your specific needs.
650 Poydras St Suite 1400, New Orleans, LA 70130, United States -
Tanner Murphy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTanner Murphy, a Financial Advisor at Ameriprise Financial Services, LLC, located at 738 North Ashley Ridge Loop in Shreveport, Louisiana, offers a wide range of financial services to meet the needs of individuals and businesses. Tanner Murphy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. With a commitment to ethical practices and continued education, Tanner Murphy provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Tanner Murphy is dedicated to providing comprehensive and professional financial guidance.
738 N Ashley Ridge Loop, Shreveport, LA 71106, United States -
Dawn Cook - Thrivent
● ClosedDawn Cook - Thrivent is a finance institution located at 1808 Front Street, Slidell, Louisiana, United States. The institution is licensed in multiple states including AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No matter your background, with God and access to the right information, proper planning can shift the trajectory of anyone’s life. The institution provides guidance and support to help individuals plan for their financial future.
1808 Front St Suite 209, Slidell, LA 70458, United States -
Vanessa L Walker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenVanessa L Walker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 132 Rue Colette, Thibodaux, Louisiana, United States. Vanessa 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 her expertise in asset management, estate planning, investment strategies, retirement planning, insurance products, and more. Vanessa is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to upholding a high standard of ethics and professionalism in her practice, ensuring that clients receive personalized and strategic financial advice tailored to their specific needs and goals."
132 Rue Colette ste a, Thibodaux, LA 70301, United States -
Iron Horse Financial
● ClosedIron Horse Financial is a leading finance and insurance agency located at 9800 Airline Highway in Baton Rouge, Louisiana, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for insurance coverage, retirement planning, or investment advice, Iron Horse Financial is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
9800 Airline Hwy Suite 103, Baton Rouge, LA 70816, United States -
First Security Financial
● OpenFirst Security Financial is a leading finance and insurance agency located at 5555 Hilton Avenue in Baton Rouge, Louisiana. With a strong commitment to providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for a loan, investment advice, or insurance coverage, First Security Financial is here to provide personalized and professional assistance. Visit us today to experience the peace of mind that comes with having a trusted financial partner by your side.
5555 Hilton Ave, Baton Rouge, LA 70808, United States -
Blanchard Sanchez - Prudential Financial
● ClosedBlanchard Sanchez - Prudential Financial is a reputable finance and insurance agency located at 8560 Jefferson Highway in Baton Rouge, Louisiana, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Blanchard Sanchez - Prudential Financial is here to provide personalized assistance and guidance every step of the way. Visit us today to learn more about how we can help you build a secure financial foundation.
8560 Jefferson Hwy Suite B, Baton Rouge, LA 70809, United States -
Jay Trusheim - Prudential Financial
● OpenJay Trusheim - Prudential Financial is a reputable finance and insurance agency located at 2532 Toulon Drive in Baton Rouge, Louisiana, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Jay Trusheim and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Jay Trusheim - Prudential Financial is dedicated to providing personalized and professional services to meet your needs.
2532 Toulon Dr, Baton Rouge, LA 70816, United States -
Robert Eddy - Prudential Financial
● OpenRobert Eddy - Prudential Financial is a reputable finance and insurance agency located at 500 Dover Boulevard in Lafayette, Louisiana, United States. With a strong focus on providing personalized financial solutions and quality insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Robert Eddy - Prudential Financial is committed to providing excellent service and tailored solutions to meet your individual needs.
500 Dover Blvd STE 100, Lafayette, LA 70503, United States -
Gregory Daigle - Prudential Financial
● ClosedGregory Daigle - Prudential Financial is a trusted finance and insurance agency located at 500 Dover Boulevard in Lafayette, Louisiana. With a commitment to providing top-notch financial services and insurance solutions, our team at Gregory Daigle - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Visit us today at our convenient location in Lafayette to learn more about how we can help secure your financial future.
500 Dover Blvd STE 100, Lafayette, LA 70503, United States -
Elizabeth Diebold - Thrivent
● ClosedElizabeth Diebold - Thrivent is a finance institution located at 1009 West University Avenue in Lafayette, Louisiana, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a thorough review of a client's financial situation. Clients can opt for further planning services through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.
1009 W University Ave, Lafayette, LA 70506, United States -
Hector Financial Group LLC/Oakmark Wealth
● OpenHector Financial Group LLC/Oakmark Wealth is a leading finance, health, and insurance agency located at 102 Asma Boulevard in Lafayette, Louisiana, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, our institution is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you secure your financial future.
102 Asma Blvd Suite 108, Lafayette, LA 70508, United States -
Craig Marcello - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Marcello is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Galleria Boulevard in Metairie, Louisiana, United States. Craig holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, CDFA, CEP™, CExP™, CFA®, CFP®, CFS, ChFC®, Chartered Special Needs Consultant, CIMA®, CKS™, CLTC, CLU®, and CMFA®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Craig is dedicated to providing expert financial advice to individuals and small business owners, ensuring that their financial goals are met with professionalism and integrity.
1 Galleria Blvd Suite 1830, Metairie, LA 70001, United States -
Charles Lodriguss - Thrivent
● ClosedCharles Lodriguss - Thrivent is a finance institution located at 2439 Manhattan Boulevard in Harvey, Louisiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2439 Manhattan Blvd #102, Harvey, LA 70058, United States -
Kathleen Davenport, Kathy Turan Davenport - Davenport Wealth Strategies
● OpenKathleen 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.
1337 Huron Ave, Metairie, LA 70005, United States -
AXA Advisors South Central Branch
● OpenAXA Advisors South Central Branch is a finance and insurance agency located at 1100 Poydras Street in the vibrant city of New Orleans, Louisiana, United States. Our dedicated team of financial professionals is committed to helping clients achieve their financial goals and secure their future. With a focus on providing personalized and comprehensive financial planning services, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Whether you are looking for retirement planning, investment advice, or insurance solutions, AXA Advisors South Central Branch is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
1100 Poydras St Suite 2000, New Orleans, LA 70163, United States
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