TOP 30 Retirement savings in Baton Rouge, Louisiana

49 results found

Welcome to Alexis Ducorbier - State Farm Insurance Agent located at 10129 Crossing Way, Denham Springs, Louisiana. With over 100 years of combined experience, we are dedicated to building brighter tomorrows for our customers, team members, and communities. As a forward-thinking insurance professional, Alexis Ducorbier is committed to serving the Livingston Parish and beyond. Special Agent Alexis is not just an agent, but a problem solver who loves challenges and helping others achieve their dreams. With locations in Hammond and Town of Livingston, we offer a range of insurance products to meet the unique needs of individuals, families, and businesses. Our focus is on relocations to East Baton Rouge, Ascension, St. Helena, and St. John parishes, serving communities like Denham Springs, Walker, Springfield, Port Vincent, French Settlement, Killian, and Albany.

Scott Johnson - State Farm Insurance Agent is a trusted insurance agency located at 4981 Bluebonnet Boulevard in Baton Rouge, Louisiana. As a 2nd Generation State Farm Agent and a graduate of Southeastern University with a degree in Finance, Scott Johnson has a long history of serving the Baton Rouge community. With a focus on auto, home, renters, life insurance, and financial services, Scott and his friendly and knowledgeable licensed staff are dedicated to helping clients protect what matters most to them. They offer 24-hour customer service, free quotes on auto and home insurance, as well as business insurance and life insurance options. Additionally, they can assist with personal articles, personal liability policies, and retirement planning. For those looking to save on auto repair costs, they also offer tips on DIY maintenance. Clients can trust Scott Johnson - State Farm Insurance Agent to provide expert guidance and personalized solutions for all their insurance needs.

Janelle Tessier - State Farm Insurance Agent is a trusted insurance agency located at 11930 Perkins Road in Baton Rouge, Louisiana. Janelle Tessier and her team are dedicated to helping customers save money and protect what matters most to them, whether it's their family, belongings, or finances. They offer customizable coverage plans, safe driving rewards, bundling options, and discounts to create a solution that fits each customer's needs. At Janelle Tessier - State Farm Insurance Agent, customers can find a variety of insurance options, including auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, personal property insurance, small business insurance, life insurance, and health insurance. They can also access banking services through an alliance with U.S. Bank, allowing them to apply for checking accounts, savings accounts, CDs, retirement CDs, and credit cards.

Welcome to the Darnell Browning State Farm Insurance Agency in Baton Rouge, Louisiana! Our team has over 128 years of combined insurance experience and is dedicated to providing top-notch customer service. We offer a wide range of insurance products, including car, home, renters, condo, life, and business insurance. Whether you're buying your first car or planning for retirement, we are here to help you protect what matters most. We are conveniently located at 5664 Jones Creek Road, directly across the street from our former location in the Kean's the Cleaners building. We serve the entire state of Louisiana with a focus on relocations and out of state transfers to East Baton Rouge Parish. Our local service area includes Baton Rouge, Denham Springs, Gonzales, Prairieville, and surrounding areas.

Cassidy Russo, Registered Representative at Russo Financial Group LLC, located at 13441 Tiger Bend Road in Baton Rouge, Louisiana, is a finance and insurance agency dedicated to helping individuals navigate their financial responsibilities. With 10 years of experience, Cassidy can assist with major life decisions at no charge, guiding clients towards financial freedom. She understands the personal and emotional aspects of money management and aims to make budgeting less intimidating with simple tips and tricks. Whether preparing for retirement, saving for college, or dealing with unexpected expenses, Cassidy can provide solutions tailored to your financial goals and objectives. Licensed to sell insurance through New York Life Insurance Company, Cassidy offers securities products and services through NYLIFE Securities LLC. Please consult with a tax, legal, or accounting professional before making any decisions.

Neighbors Federal Credit Union is a trusted financial institution located at 10338 Sullivan Road in Baton Rouge, Louisiana. As a credit union, we offer a variety of banking and financial services including ATMs, loans, savings accounts, and more. Our institution is proud to be federally insured by the National Credit Union Administration (NCUA), providing our members with peace of mind knowing their funds are secure up to $250,000. Join us today and experience the benefits of banking with a community-focused credit union.

Nationwide is a leading financial institution located at 6645 Harry Drive in Baton Rouge, Louisiana, United States. With a strong presence across the nation, Nationwide offers a wide range of financial services including banking, insurance, investments, and retirement planning. Our dedicated team of professionals is committed to providing personalized solutions to help our customers achieve their financial goals. Whether you're looking to open a savings account, secure insurance coverage, or plan for your future, Nationwide is here to help every step of the way. Visit us today to learn more about how we can support your financial needs.

McClain 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.

Merrill 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.

Merrill Lynch Financial Advisor Bryan S. McClendon is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. With over 60 years of combined experience, the McClendon Wealth Management team is dedicated to helping clients preserve and grow their wealth while supporting their evolving lifestyle needs. They work closely with clients, as well as their tax advisors and legal counsel, to create tailored financial strategies that align with their life priorities. The institution offers services such as retirement planning, education planning, philanthropic gifting, and legacy planning. By understanding clients' goals, risk tolerance, and concerns, the team at McClendon Wealth Management develops personalized financial approaches to help clients achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, clients can expect comprehensive financial support.

Mitchell Financial Group LLC is a finance institution located at 4720 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. We specialize in helping individuals achieve a successful retirement by focusing on protecting principal, reasonable rates of return, and simplicity in financial planning. Our team of experienced professionals values honesty, integrity, and knowledge, and we believe in treating your retirement goals as if they were our own. We understand the importance of safety when it comes to retirement savings, which is why we offer accounts with guaranteed safety to protect your hard-earned money. Additionally, we focus on helping you achieve reasonable rates of return so that you can enjoy a comfortable retirement without the fear of running out of funds.

Cornerstone 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.

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.

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.

East Pointe Wealth Advisors is a leading financial institution located at 13061 Great Tern Avenue in Baton Rouge, Louisiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, East Pointe Wealth Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

RRDM | Wealth Management Partners is a leading finance institution located at 6421 Perkins Road in Baton Rouge, Louisiana, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing top-notch financial advice and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, RRDM | Wealth Management Partners is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

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.

Merrill Lynch Financial Advisor Donald Newton, located at 445 North Boulevard in Baton Rouge, Louisiana, is dedicated to providing insights, observations, and ideas to help you achieve your financial goals. As a Senior Financial Advisor, Donald Newton offers a range of services including tailored investment and wealth planning, tax-efficient wealth transition, and personal and corporate liquidity and financing solutions. With a background in Economics and an MBA from Tulane University, Donald has been serving clients in the financial services industry since 1991. He believes in a comprehensive approach to managing wealth, focusing on understanding your needs and helping you achieve your goals in all aspects of your life. By listening carefully and asking thoughtful questions, Donald designs personalized plans to help you pursue your financial aspirations while managing investment risk. Through Merrill Lynch Wealth Management, Donald has access to investment insights and banking solutions to address your financial needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Donald is committed to helping you achieve your goals. With a focus on building a one-on-one relationship with each client, Donald strives to provide personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor Donald Newton to start your journey towards financial success.

Horizon Financial Group is a finance institution located at 15015 Jamestown Boulevard in Baton Rouge, Louisiana, United States. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to help our clients reach their goals. Whether you are looking to invest, save for the future, or plan for retirement, Horizon Financial Group is here to guide you every step of the way. With a focus on integrity, transparency, and customer service, we strive to build long-lasting relationships with our clients and help them achieve financial success. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Schexnayder Wealth Advisors is a leading finance institution located at 4137 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to offer expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future with Schexnayder Wealth Advisors.

Level Four Financial is a premier finance institution located at 4600 Sherwood Commons Boulevard in Baton Rouge, Louisiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investment planning, retirement savings, or wealth management, we have the expertise to help you achieve your financial goals. Visit us today to experience the personalized service and expert advice that sets Level Four Financial apart from the rest.

Sparacino Wealth Management LLC is a leading finance institution located at 17501 Jefferson Highway in Baton Rouge, Louisiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Sparacino Wealth Management LLC is committed to guiding you towards financial success.

Merrill Lynch Financial Advisor David E Shirley is a reputable finance institution located at 445 North Boulevard in Baton Rouge, Louisiana, United States. With years of experience and expertise in financial planning and investment management, David E Shirley provides personalized advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Merrill Lynch Financial Advisor David E Shirley offers tailored solutions to meet your needs. Trust in their knowledge and dedication to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Grant R Myers, CRPC™ is a reputable financial institution located at 2031 Perkins Road in Baton Rouge, Louisiana, United States. As a Certified Retirement Planning Counselor, Grant R Myers offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, Edward Jones provides a comprehensive approach to wealth management. Whether you are planning for retirement, saving for education, or seeking advice on estate planning, Grant R Myers and his team are dedicated to providing tailored solutions to meet your individual needs. Trust Edward Jones for reliable financial guidance and investment management services.

Edward Jones - Financial Advisor: John R Spurlock is a trusted financial institution located at 4008 Hyacinth Avenue in Baton Rouge, Louisiana. Specializing in personalized financial planning and investment strategies, John R Spurlock and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and services to individuals and families in the Baton Rouge area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: John R Spurlock is here to help you every step of the way.

Merrill Lynch Financial Advisor Savannah Davenport is a prestigious finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. The institution boasts a team of talented and experienced financial advisors who have received recognition from industry publications and Bank of America Corporation. With a focus on exemplary client service, the advisors at Merrill Lynch are dedicated to building strong client relationships based on trust and personalized service. The institution offers a wide range of services to meet the needs of affluent families, corporate executives, and successful business owners. Whether you are planning for retirement, saving for a major purchase, or funding your child's education, the team at Merrill Lynch will work with you to develop a customized investment approach centered on your goals. By getting to know you personally and understanding what matters most to you, Merrill Lynch Financial Advisor Savannah Davenport can help you achieve your financial goals and navigate the complexities of your financial life.

Edward Jones - Financial Advisor: Lisa J Kastner is a reputable finance institution located at 7902 Wrenwood Boulevard in Baton Rouge, Louisiana, United States. Lisa J Kastner is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Edward Jones - Financial Advisor: Lisa J Kastner offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Lisa J Kastner is committed to providing expert guidance and support every step of the way.

Business First Wealth Solutions Group is a premier finance institution located at 8440 Jefferson Highway in Baton Rouge, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch wealth management and financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our experts are here to guide you every step of the way. Trust Business First Wealth Solutions Group to put your financial success first.

Rachelle Chrystal - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7907 Wrenwood Boulevard in Baton Rouge, Louisiana, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Rachelle provides guidance on saving for college, retirement planning, smart investments, and more. As a registered investment adviser, she can help clients feel more confident and in control of their financial life. Background and qualification information for Rachelle Chrystal can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure to ensure transparency in their services.

Edward Jones - Financial Advisor: Kathryn Traylor Johnson, CFP®|AAMS™ is a finance institution located at 4315 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. Kathryn Traylor Johnson is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) who provides personalized financial advice and services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is a trusted partner in wealth management and investment planning. Whether you are looking to save for retirement, plan for your children's education, or grow your assets, Kathryn Traylor Johnson is dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.