TOP 30 Best Retiree financial planning in Baton Rouge, Louisiana

Lincoln Financial Group is a finance institution located at 5536 Superior Drive in Baton Rouge, Louisiana, United States. As a leading provider of financial services, Lincoln Financial Group offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a focus on customer service and innovation, Lincoln Financial Group is committed to helping their clients secure their financial futures.

James Evans - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. James Evans holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. With a focus on client assessment, risk/return, investment objectives, and modern portfolio theory, James Evans provides tailored financial solutions to retirees, small business owners, and high net worth clients. Additionally, James Evans is trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more, ensuring comprehensive support for all financial planning needs. Whether you are looking for retirement planning, investment management, estate planning, or specialized financial advice, James Evans is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Kyle Champagne is a financial advisor at Ameriprise Financial Services, LLC located at 4610 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. Kyle holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, and investment strategies. Kyle specializes in helping individuals with diverse financial needs, including retirees, small business owners, and high net worth clients. With a commitment to ethics and ongoing education, Kyle Champagne is dedicated to providing top-notch financial advice and services to his clients.

Edward Jones - Financial Advisor: Jamie Lavigne, CFP® is a trusted financial institution located at 516 Moore Street in Baton Rouge, Louisiana, United States. As a Certified Financial Planner, Jamie Lavigne provides expert financial advice and planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Jamie Lavigne can help create a personalized financial plan tailored to your unique needs. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: Jamie Lavigne, CFP® is dedicated to helping clients navigate the complexities of the financial world with confidence.

Steven Billings is a financial advisor at Ameriprise Financial Services, LLC located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Steven Billings is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Steven Billings can provide tailored solutions to meet your specific needs. Contact him today to start planning for a secure financial future.

Edward 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.

Edelman Financial Engines is a reputable finance institution located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. With a strong reputation for providing personalized financial advice and investment management services, they help clients achieve their financial goals and secure their future. Their team of experienced financial advisors offers comprehensive financial planning services tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines is dedicated to helping you make informed decisions and build a secure financial future.

Merrill Lynch Financial Advisor Amanda R Rothrock, located at 445 North Boulevard in Baton Rouge, Louisiana, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. The institution provides a range of financial services, including investment management, retirement and estate planning, and insurance and risk management. With over $417 million in assets entrusted to them, the Ellis Rothrock Wealth Management Group is committed to helping clients achieve their financial goals. The team at Merrill Lynch works closely with individuals, small businesses, and non-profit organizations to provide customized financial advice and guidance. By getting to know each client personally, the team can create a financial approach that reflects their unique needs and priorities. With a focus on ongoing communication and support, Merrill Lynch Financial Advisor Amanda R Rothrock helps clients navigate the complexities of their financial lives and pursue their 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.

Jim Risher - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 7907 Wrenwood Boulevard in Baton Rouge, Louisiana, United States. Jim Risher 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®, 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 asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jim Risher is equipped to provide you with comprehensive financial advice tailored to your specific needs.

Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road, Baton Rouge, 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®, 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, insurance products, investment strategies, and more. The institution is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs such as military personnel and families with special needs children.

Merrill Lynch Financial Advisor Samuel J Robertson, located at 1800 City Farm Drive in Baton Rouge, Louisiana, is a finance institution dedicated to helping clients navigate the complexities of wealth management. The David Robertson Smith Group, led by Samuel J Robertson, is committed to providing personalized and straightforward financial advice to individuals, families, business owners, retirees, and those in the oil and gas industry. With over three decades of experience, the team offers a holistic approach to financial planning, helping clients anticipate and navigate major life events such as marriage, divorce, or retirement. They believe in building lifelong relationships with clients and hosting regular gatherings to stay connected. Additionally, the team has been recognized by Forbes for their exemplary client service, setting the standard for wealth management. With access to global resources and a talented team of professionals, Merrill Lynch Financial Advisor Samuel J Robertson is dedicated to helping clients achieve their financial goals and create a clear picture of their financial future.

Merrill Lynch Financial Advisor Chad J David is a reputable finance institution located at 1800 City Farm Drive in Baton Rouge, Louisiana, United States. The David Robertson Smith Group at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives with a warm and personalized approach. With over three decades of experience, the team assists a diverse range of clients, including business owners, retirees, and families, in planning for major life events and transitions. They believe in creating lifelong wealth management strategies tailored to each client's unique circumstances. The team offers premier customer service, financial tools, and global resources from Merrill Lynch to help clients achieve their financial goals. Recognized by Forbes for their exemplary client service, the team at Merrill Lynch Financial Advisor Chad J David is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Chelsea R Smith, located at 1800 City Farm Drive in Baton Rouge, Louisiana, is a finance institution dedicated to helping clients navigate the complexities of their financial lives. The David Robertson Smith Group at Merrill Lynch strives to provide personalized and comprehensive wealth management strategies, tailored to each client's unique circumstances. With over three decades of experience, the team has built strong relationships with a diverse group of successful individuals, including business owners, retirees, and families. The institution believes in taking a holistic approach to wealth management, viewing it as more than just numbers on a page. They understand that money can be challenging to navigate and are passionate about helping clients achieve their financial goals. The team at Merrill Lynch offers a range of solutions and premier customer service to meet the individual needs of each client.

Timothy B Hunter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9270 Siegen Lane in Baton Rouge, Louisiana, United States. Timothy 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 Timothy's expertise in financial planning, wealth transfers, retirement planning, estate planning, investment management, risk management, and more. As a Certified Military Financial Advisor®, Timothy is also trained to serve veterans and active duty personnel. With a focus on ethical practices and comprehensive knowledge, Timothy provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Located at 8235 Ymca Plaza Drive in Baton Rouge, Louisiana, Kaylie Powell is a Financial Advisor at Ameriprise Financial Services, LLC. Kaylie holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing tailored financial advice to individuals, Kaylie is committed to upholding a high standard of ethics and professionalism in her practice. Whether you are a retiree, small business owner, or high net worth client, Kaylie Powell can help you navigate the complex world of finance with confidence and peace of mind.

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.

Scott E Guidry is a financial advisor at Ameriprise Financial Services, LLC located at 4730 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. He 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 his expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and more. Scott E Guidry is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs.

Medicare Advisor of Louisiana is a trusted insurance agency located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana. Our team of experienced advisors is dedicated to helping individuals navigate the complex world of Medicare and find the best insurance coverage to suit their needs. Whether you are approaching retirement age or are already enrolled in Medicare, we are here to provide expert guidance and personalized recommendations. Contact us today to schedule a consultation and take the first step towards securing your healthcare future.

Olivia Barrow, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Olivia Barrow, the Insurance Sales Representative, offers a variety of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Olivia can help you find the right coverage for your needs. Medicare Advantage is a comprehensive alternative to Original Medicare, offering similar coverage with the option of prescription drug coverage. With annual maximum out-of-pocket limits and some plans offering premiums as low as $0 per month, Olivia can help you navigate the complex world of Medicare. Additionally, as the need for long-term care becomes more inevitable, Olivia can assist you in planning for the future and having important discussions with your loved ones. Get in touch with Olivia Barrow, Bankers Life Agent, to start planning your next steps towards financial security and peace of mind.

Tax Champs LLC Corporate Office is a leading accounting and finance institution located at 6233 Harry Drive in Baton Rouge, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust Tax Champs LLC Corporate Office to be your partner in achieving your financial goals.

Jayla Brown, Bankers Life Agent, is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Specializing in providing comprehensive insurance solutions, Jayla Brown is dedicated to helping clients protect their financial future. With a focus on personalized service and attention to detail, Jayla Brown works closely with each client to understand their unique needs and develop a customized insurance plan that meets their goals. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jayla Brown, Bankers Life Agent, is committed to providing you with the peace of mind and security you deserve. Contact us today to schedule a consultation and start safeguarding your future.

Elizabeth Schoen, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Elizabeth Schoen specializes in helping clients navigate the complexities of Medicare, including Medicare Advantage (Part C) plans. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared for the future. Let us help you start planning for your next steps and ensure peace of mind for you and your loved ones.

Emma Kelly, Bankers Life Agent is a reputable insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Specializing in life insurance and retirement planning, Emma Kelly is dedicated to helping clients secure their financial futures. With a focus on providing personalized service and tailored solutions, Emma Kelly, Bankers Life Agent is committed to ensuring that each client receives the coverage and support they need. Contact them today to learn more about their services and how they can help you protect what matters most.

Stephen Perkins, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana. As a trusted Bankers Life Agent, Stephen Perkins provides a wide range of insurance products and services to meet the needs of individuals and families. With a commitment to personalized service and expertise in the insurance industry, Stephen Perkins helps clients protect their assets and plan for the future. Whether you're looking for life insurance, long-term care insurance, or retirement planning, Stephen Perkins is dedicated to helping you find the right solutions for your unique needs. Contact Stephen Perkins, Bankers Life Agent today to learn more about how they can help you secure your financial future.

Tralayne McKee, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana. As a dedicated Bankers Life agent, Tralayne McKee provides personalized insurance solutions to help clients protect their financial futures. With a focus on retirement planning, long-term care, and life insurance, Tralayne McKee offers expert guidance and support to individuals and families seeking to secure their assets and achieve peace of mind. Contact Tralayne McKee today to learn more about their services and how they can help you meet your insurance needs.

Connie Arbour, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Specializing in providing personalized insurance solutions, our team of experienced agents is dedicated to helping clients protect their financial future. From life insurance to retirement planning, we offer a wide range of products and services to meet our clients' needs. With a focus on customer service and expertise in the insurance industry, Connie Arbour, Bankers Life Agent is committed to providing peace of mind and security for individuals and families. Contact us today to learn more about how we can help you plan for the future.

Michael P Austin, CFP is a reputable financial institution located at 8675 Bluebonnet Boulevard in Baton Rouge, Louisiana. As a Certified Financial Planner, Michael P Austin offers expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in the expertise and dedication of Michael P Austin, CFP to provide sound financial advice and guidance. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Michael P Austin, CFP is committed to helping you navigate the complexities of financial planning with confidence.

Lisa Westmoreland - Raymond James is a trusted finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

TriCoast Wealth Management is a finance institution located at 17431 Jefferson Highway in Baton Rouge, Louisiana, United States. We offer personalized guidance for Individuals, Retirees, Physicians, businesses, and business owners. Our focus is on wealth creation, management, and preservation, with specialties including Wealth Management and Consolidation, 401k Rollover Services, and Insurance. Our professional background can be checked on FINRA's BrokerCheck. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our representative may discuss and transact securities business with residents of LA, AR, KS, TX, WA, FL, and MD.