TOP 30 Best Senior financial advisor in Baton Rouge, Louisiana

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.

Louisiana Benefit Advisors, LLC, owned and operated by Matthew Scoggins, is a health insurance agency located at 10431 Siegen Lane in Baton Rouge, Louisiana. As an experienced agent, Matthew Scoggins is dedicated to providing personalized and comprehensive insurance solutions to meet the needs of individuals and families in the Baton Rouge area. Whether you are looking for health insurance coverage or assistance with navigating the complexities of the insurance industry, Louisiana Benefit Advisors, LLC is committed to helping you find the right plan for your unique needs. Contact us today to schedule a consultation and start securing your health and financial future.

Larry Stoner, Bankers Life Agent and Bankers Life Securities Financial Representative in Baton Rouge, Louisiana, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With the rising cost of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have these important discussions with your loved ones. Visit us at 111 Founders Drive to start planning for your future today.

Kevin Lemmon, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 111 Founders Drive in Baton Rouge, Louisiana, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Kevin Lemmon is a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., specializing in Medicare Advantage plans. As healthcare costs continue to rise, it is important to plan for long-term care. Kevin Lemmon can help you navigate your options and start planning for the future. Contact Kevin Lemmon today to learn more about your insurance and financial planning options.

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.

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.

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.

Brett S May - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8201 Village Plaza Court, Baton Rouge, Louisiana, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and asset management topics, ensuring that advisors are well-equipped to provide expert advice and guidance to clients. Brett S May - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to upholding the highest standards of professionalism and ethics in the financial industry.

Merrill Lynch Financial Advisor Jordan M. Chauvin is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Jordan Chauvin is a Wealth Management Advisor who graduated from Louisiana State University and is committed to helping clients achieve their financial goals. Supported by a team of experienced professionals, including Registered Senior Wealth Management Client Associates Magen Smith and Jessica Cavanaugh, Merrill Lynch offers personalized financial solutions tailored to each client's unique needs. From retirement planning to investment strategies, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of the financial world and achieve their goals. With a focus on understanding each client's priorities and goals, Merrill Lynch provides personalized advice and guidance to help clients plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or plan for other life events, Merrill Lynch is here to help you every step of the way. With access to the resources of Merrill Lynch and Bank of America, clients can benefit from comprehensive financial solutions and personalized investment strategies. Certified by CFP Board, CIMA, and ChFC, the team at Merrill Lynch is committed to providing clients with the highest level of expertise and service. Contact Merrill Lynch Financial Advisor Jordan M. Chauvin today to start planning for your financial future.

Edward Jones - Financial Advisor: Jennifer B Barrett, CFP®|ChFC®|AAMS™|CRPC™ is a reputable finance institution located at 13702 Coursey Boulevard in Baton Rouge, Louisiana, United States. Jennifer B Barrett, a certified financial planner with multiple prestigious designations, provides expert financial advice and planning services to clients. Whether you are looking to invest, plan for retirement, or achieve other financial goals, Jennifer and her team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your future.

Martin A. Navarro is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 9270 Siegen Lane in Baton Rouge, Louisiana. With a strong background in finance and a commitment to helping clients achieve their financial goals, Martin provides personalized financial planning services to individuals and families. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Martin A. Navarro can help you navigate the complex world of finance and make informed decisions. Contact Martin A. Navarro at Ameriprise Financial Services, LLC today to start planning for a secure financial future.

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.

Ameriprise Financial is a finance institution located at 9270 Siegen Lane in Baton Rouge, Louisiana, United States. Each Ameriprise advisor specializes in specific areas of focus, allowing you to find the best fit for your financial goals. You can review their backgrounds, credentials, and experience to make an informed decision. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Take the first step towards achieving your financial goals with Ameriprise Financial.

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.

Casey Granger State Farm Insurance Agent is a reputable insurance agency located at 1505 South Burnside Avenue in Gonzales, Louisiana. Our team of licensed Insurance Professionals is dedicated to serving the residents of Gonzales, Prairieville, Geismar, Baton Rouge, St Amant, Galvez, Sorrento, and the surrounding areas with a wide range of insurance services including Auto Insurance, Home Insurance, Flood Insurance, Renters Insurance, Life Insurance, Pet Insurance, ATV Insurance, Motorcycle Insurance, Business and Commercial Insurance, and Financial Services. As a State Farm Chairman's Circle Qualifier, Ambassador Club Qualifier, and Senior Vice President's Club Qualifier, we strive to provide outstanding service and personalized insurance coverage tailored to meet the specific needs of our clients. Whether you are relocating to Ascension Parish or the Baton Rouge Area, our team is here to help you protect what's important to you so you can focus on achieving your life goals.

Guaranty Income Life Insurance Co, located at 2638 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, is a trusted insurance agency offering annuity growth and retirement income solutions for individuals and families. With over 90 years of experience, we provide best-in-class wealth solutions to ensure financial security and peace of mind. Our deferred annuity plans offer steady income during retirement, while our fixed indexed annuities provide higher growth potential without market risks. As a subsidiary of Kuvare US Holdings, a multibillion dollar company managing over $33 billion in assets, we have the financial stability to offer a diverse portfolio of annuity solutions. Our dedicated and knowledgeable staff is committed to delivering personalized financial products that meet your needs. Whether you have questions about your policy or retirement plans, we are here to provide prompt and customer-focused service. Invest in your future with Guaranty Income Life Insurance Co and secure your financial well-being.

New York Life Insurance, located at 2431 South Acadian Thruway in Baton Rouge, Louisiana, is a reputable finance and insurance agency. With a long-standing history of providing quality insurance products and financial services, New York Life Insurance is a trusted institution for individuals and families looking to protect their assets and secure their future. Their team of experienced agents is dedicated to helping clients find the right insurance solutions tailored to their specific needs. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is committed 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.

Globe Life American Income Division: Schreiter Organization is an insurance agency located at 11606 Southfork Avenue, Baton Rouge, Louisiana, United States. Our dedicated team of professionals is committed to providing top-notch insurance products and services to our clients. With a focus on American Income Life insurance policies, we strive to protect individuals and families with the best coverage options available. Contact us today to learn more about how we can help you secure your future.

Bankers Life, located at 111 Founders Drive in Baton Rouge, Louisiana, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. As the need for long-term care becomes more prevalent, we are here to help you prepare and have important discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities, offering award-winning training programs and unlimited earning potential. Join us at Bankers Life and achieve more in your career while helping your community secure a financially stable retirement.

Northwestern Mutual is a reputable finance and insurance agency located at 1 Smart Way in Baton Rouge, Louisiana, United States. With a strong commitment to helping individuals and families achieve financial security, Northwestern Mutual offers a wide range of services including investment planning, retirement planning, and insurance solutions. Their team of experienced financial advisors are dedicated to providing personalized guidance and support to help clients reach their financial goals. Trust Northwestern Mutual to provide expert advice and reliable insurance coverage to protect what matters most to you.

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.

PRIMERICA CHRIS VELASQUEZ is a reputable health and insurance agency located at 3636 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. Led by experienced professionals, the institution offers a range of insurance products and services to meet the needs of individuals and families. With a commitment to providing excellent customer service and tailored solutions, PRIMERICA CHRIS VELASQUEZ is dedicated to helping clients protect their health and financial well-being. Visit their office today to learn more about their offerings and how they can assist you in securing the coverage you need.

Union National Life Insurance is an insurance agency located at 3636 South Sherwood Forest Boulevard in Baton Rouge, Louisiana, United States. We specialize in providing life insurance policies to individuals and families, helping them protect their loved ones in the event of unexpected circumstances. Our experienced agents are dedicated to helping our clients find the right coverage that fits their needs and budget. With a commitment to excellent customer service and a strong reputation in the industry, Union National Life Insurance is a trusted choice for securing your financial future.

MetLife Home and Auto is an insurance agency located at 9100 Bluebonnet Centre Boulevard in Baton Rouge, Louisiana. Led by Financial Planner and Managing Director, Cliff Lloyd, the institution offers a range of insurance services for both home and auto. Additionally, they provide investment advisory services through qualified registered representatives of MML Investors Services, LLC. Clients can access interesting calculators on their website to assist with financial planning. Securities and investment services are offered at their Metairie location. For more information, individuals can contact (504)613-2000.

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.

Robin Tate, Bankers Life Agent is a reputable insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. As a Bankers Life Agent, Robin Tate provides personalized insurance solutions to meet the unique needs of each client. With a focus on integrity and customer service, Robin Tate helps individuals and families protect their financial future through a variety of insurance products. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Robin Tate is dedicated to helping you find the right coverage for your specific situation. Contact Robin Tate, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

Lonnie Brewer, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Our experienced 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. We specialize in helping clients navigate the complexities of Medicare Advantage plans, offering personalized guidance to find the right coverage for each individual. With the rising costs of healthcare and the increasing need for long-term care, it is crucial to be prepared for the future. Let us help you start planning your next steps to secure your financial well-being.

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.

Ivan Scioneaux, Bankers Life Agent is an insurance agency located at 111 Founders Drive in Baton Rouge, Louisiana, United States. Specializing in providing life insurance and financial planning services, Ivan Scioneaux is dedicated to helping individuals and families protect their future and achieve their financial goals. With a focus on personalized service and tailored solutions, clients can trust in the expertise and professionalism of Ivan Scioneaux, Bankers Life Agent for all their insurance needs.