Tax advisor in Lafayette, Louisiana

Standard Investment Advisors is a reputable finance institution located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and transparency, we offer a wide range of services including financial planning, portfolio management, and retirement planning. Whether you are a seasoned investor or just starting out, Standard Investment Advisors is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Paul M Fink, AAMS™, located at 1042 Camellia Boulevard in Lafayette, Louisiana, is a trusted institution in the finance industry. With a focus on providing personalized financial advice and services, Paul M Fink, AAMS™ helps clients navigate their financial goals and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Paul M Fink, AAMS™ is dedicated to helping you achieve financial success. Contact them today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Raymond P Walters Jr, AAMS™ is a reputable finance institution located at 2005 Verot School Road in Lafayette, Louisiana, United States. With a focus on personalized financial planning and investment strategies, Raymond P Walters Jr, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, this institution provides tailored solutions to meet your individual needs. Trust in the expertise and professionalism of Raymond P Walters Jr, AAMS™ at Edward Jones to secure your financial future.

Alicia Guidry is a financial advisor at Ameriprise Financial Services, LLC located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. With a focus on financial planning and investment management, Alicia offers personalized advice to help clients achieve their financial goals. By reviewing her background, credentials, and experience, clients can determine if her approach aligns with their needs. To schedule a complimentary initial consultation, individuals can fill out the "Request consultation" form on the website and Alicia will reach out to them to discuss their financial situation.

Jon Mouton - Financial Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Jon Mouton holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating a commitment to excellence and expertise in the field of finance. Whether you are looking for retirement planning, estate planning, investment advice, or insurance products, Jon Mouton has the knowledge and experience to help you achieve your financial goals. By working with a Certified Financial Planner™ like Jon Mouton, you can rest assured that you are receiving top-notch financial advice and guidance tailored to your specific needs. Contact Jon Mouton - Financial Advisor, Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS™ is a reputable finance institution located at 113 Saint Louis Street in Lafayette, Louisiana, United States. Todd S Newberg, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Todd S Newberg provides comprehensive financial planning services to individuals, families, and businesses. Contact Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS™ for professional and reliable financial guidance.

Merrill Lynch Financial Advisor Randall B Burge is a finance institution located at 900 South College Road, Lafayette, Louisiana, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to any changes that may occur over time. Through in-depth conversations, your advisor helps you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding your child's education. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and what you want to achieve. As your life and goals evolve, your financial approach can be updated to reflect these changes.

Kaylie Powell is a Financial Advisor at Ameriprise Financial Services, LLC located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, United States. Kaylie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kaylie specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for investment opportunities, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Kaylie Powell is dedicated to helping you achieve your financial goals. With a strong focus on ethics and continuing education, Kaylie is committed to providing the highest level of service and expertise to her clients.

Edward Jones - Financial Advisor: Marcus T White is a reputable financial institution located at 2020 West Pinhook Road in Lafayette, Louisiana, United States. Marcus T White is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Marcus T White at Edward Jones is dedicated to helping you navigate the complex world of finance with expertise and care.

LiveOak Wealth Advisors is a premier finance institution located at 1042 Camellia Boulevard in Lafayette, Louisiana, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, LiveOak Wealth Advisors is committed to helping individuals and families navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Visit us today to see how we can help you secure a brighter financial future.

Edward Jones - Financial Advisor: Joshua Tweedel, AAMS™ is a reputable financial institution located at 400 East Kaliste Saloom Road in Lafayette, Louisiana, United States. As a trusted financial advisor, Joshua Tweedel, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joshua Tweedel, AAMS™ is dedicated to helping individuals and families secure their financial future. Whether you are looking to invest for retirement, save for college, or plan for other financial milestones, Joshua Tweedel, AAMS™ is committed to providing expert guidance and support every step of the way.

Allison Leblanc - Financial Advisor, Ameriprise Financial Services, LLC, located at 3909 Ambassador Caffery Parkway in Lafayette, Louisiana, offers a range of financial services to meet the diverse needs of individuals and businesses. Allison Leblanc 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications showcase her expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Allison Leblanc is dedicated to providing top-notch financial advice and guidance to her clients.

Kyle Champagne is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. Kyle 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 cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Kyle is dedicated to providing comprehensive and personalized financial advice to individuals looking to secure their financial future.

Edward Jones - Financial Advisor: Barry A Uze, AAMS™ is a reputable finance institution located at 102 Youngsville Highway in Lafayette, Louisiana, United States. As a trusted financial advisor, Barry A Uze offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the long term, Barry A Uze and his team are dedicated to providing expert guidance and support every step of the way.

Parish Investment Advisors, LLC is a finance institution located at 2701 Johnston Street in Lafayette, Louisiana, United States. We believe in approaching investment advice differently, with a focus on providing an exceptional client experience through superior advice, service, and portfolio management. Our fee-based structure ensures transparency and flexibility, allowing us to succeed when our clients succeed. At Parish Investment Advisors, LLC, we offer expertise and industry knowledge to help you plan for the best possible future. Our comprehensive tools can facilitate financial planning and investment goals, ensuring that you have all the resources you need to make informed decisions.

Merrill Lynch Financial Advisor Irvin L David II, located at 900 South College Road in Lafayette, Louisiana, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Irvin David can help you pursue your financial goals through personalized wealth management strategies. Irvin David follows the Merrill tradition of community engagement, volunteering with organizations in the local community. Using the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on what you want to achieve. By starting with a conversation to understand your aspirations and priorities, Irvin David can help you make investment decisions that align with your values and objectives.

Edward Jones - Financial Advisor: Steve Self is a reputable finance institution located at 308 Doucet Road in Lafayette, Louisiana. As a dedicated financial advisor, Steve Self provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Self offers a comprehensive range of financial services including retirement planning, wealth management, and investment planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steve Self is committed to providing expert advice and support every step of the way. Visit us today to start planning for a secure financial future.

John A. Boudreaux is a Financial Advisor at Ameriprise Financial Services, LLC located at 1921 Kaliste Saloom Road in Lafayette, Louisiana, United States. John holds various certifications such as 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 personalized financial advice to individuals, small business owners, and retirees, John is dedicated to helping clients achieve their financial goals. Whether you need assistance with portfolio management, tax planning, or insurance products, John A. Boudreaux is committed to providing comprehensive and ethical financial services to meet your needs.

Edward Jones - Financial Advisor: Marc Galey, AAMS™ is a trusted financial institution located at 110 Rue Promenade in Lafayette, Louisiana, United States. Specializing in personalized financial planning and investment services, Marc Galey, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Marc Galey, AAMS™ is committed to providing tailored solutions to meet your individual needs.

Edward Jones - Financial Advisor: Marc E Malespin is a trusted financial institution located at 624 Lafayette Street in Youngsville, Louisiana, United States. Specializing in personalized financial planning and investment services, Marc E Malespin is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Marc E Malespin is committed to providing tailored solutions to meet your individual needs.

Onesource Wealth Advisors LLC is a financial institution located at 412 West University Avenue in Lafayette, Louisiana, United States. As a trusted provider of financial services, Onesource Wealth Advisors LLC offers a wide range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our team of experienced advisors is here to help. Visit us today to learn more about how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Ron Hebert is a reputable financial institution located at 340 Kaliste Saloom Road in Lafayette, Louisiana. As a trusted financial advisor, Ron Hebert provides personalized financial planning 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, Ron Hebert is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ron Hebert is committed to helping clients secure their financial future.

Get It Done Taxes & Accounting, LLC is a trusted finance institution located at 221 Four Park Road in Lafayette, Louisiana, United States. Specializing in taxes and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses efficiently manage their finances. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you get it done. Contact us today to schedule a consultation and take control of your financial future.

Jackson Hewitt Tax Service located at 201 West Gloria Switch Road in Lafayette, Louisiana is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans for this year have ended, their team of Tax Pros is ready to assist you in getting the biggest refund possible. Their services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, they were offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available from January 2, 2024, until February 11, 2024.

Liberty Tax is a finance institution located at 4702 Johnston Street in Lafayette, Louisiana, United States. We specialize in providing tax preparation services for individuals and businesses, offering expert advice and guidance to help our clients maximize their refunds and minimize their tax liabilities. Our experienced and knowledgeable team is dedicated to providing top-notch customer service and ensuring that our clients receive the personalized attention they deserve. Trust Liberty Tax to help you navigate the complexities of the tax system and achieve financial success.

Jackson Hewitt Tax Service, located at 3142 Ambassador Caffery Parkway in Lafayette, Louisiana, is a finance institution dedicated to helping you maximize your tax refund. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting the most out of your return. Conveniently located inside Walmart, you can drop off your tax documents while you shop and have a Tax Pro take care of the rest. They offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Book an appointment online or call (337) 984-3999 to secure time with a Tax Pro who speaks English. Trust Jackson Hewitt Tax Service to ensure that every dollar counts when it comes to your taxes.

Jackson Hewitt Tax Service, located at 3529 Ambassador Caffery Parkway in Lafayette, Louisiana, is a finance institution ready to help you maximize your tax refund. While tax advance loans are no longer available this year, our Tax Pros are prepared to assist you in getting the most out of your return. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and easy e-signing process. We offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or give us a call to reserve time with a Tax Pro at our Lafayette location. Walk-ins are also welcome at our office. Trust the Tax Pros at Jackson Hewitt to handle your taxes and remember, when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service is a finance institution located at 924 Kaliste Saloom Road in Lafayette, Louisiana, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, we have you covered. Our Refund Advance loans allow you to access money before your tax refund arrives, providing financial flexibility when you need it most. Book an appointment online or simply walk in to our office to speak with a Tax Pro. Trust the experts at Jackson Hewitt to handle your taxes with care and accuracy. Remember, when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service is a finance institution located at 2428 West Pinhook Road in Lafayette, Louisiana, United States. Although their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop, with the guarantee of receiving your biggest refund. Refund Advance loans are no longer available this year, but early Refund Advance options were offered at select locations. Appointments are available for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (337) 593-0990 to reserve time with a Tax Pro. The Tax Pros at this location speak English and are ready to help you with your tax needs. Trust Jackson Hewitt Tax Service to ensure that every dollar matters when it comes to your taxes.

Jackson Hewitt Tax Service is a finance institution located at 2013 NW Evangeline Thruway in Lafayette, Louisiana, United States. Our Tax Pros are dedicated to helping you get your biggest refund. While our tax advance loans have ended this year, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or call (337) 261-3300 to reserve time with a Tax Pro. Walk-ins are also welcome at our office. Trust Jackson Hewitt Tax Service with your taxes - because when every dollar matters, it matters who does your taxes™.