TOP 10 Trusted tax advisors in Metairie, LA
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Income Tax Return
● ClosedIncome Tax Return is a well-established accounting and finance institution located at 3407 Metairie Road in Metairie, Louisiana, United States. With over 50 years of experience, our team is dedicated to preparing accurate personal and business tax returns, quarterly filings, W-2s, and 1099s. We are open year-round to provide expert guidance and assistance with tax planning. Our clients appreciate our personalized service and valuable advice, making us a trusted choice for all their tax needs. Contact us today to ensure your taxes are in good hands.
3407 Metairie Rd A, Metairie, LA 70001, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.
3000 21st St, Metairie, LA 70002, United States -
LaPorte CPAs & Business Advisors
● ClosedLaPorte CPAs & Business Advisors is a leading accounting and finance institution located at 111 Veterans Memorial Boulevard in Metairie, Louisiana, United States. Led by President and CEO Eric E. Bosch, CPA, the institution offers a wide range of services including audit and assurance, tax planning, and business advisory. Tracy Tufts, CPA, CCIFP, serves as Director while Gregory P. Romig, CPA, oversees Audit and Assurance Services. The institution's dedication to excellence is further demonstrated by the appointment of Romig to the Louisiana Tax Commission. Recently, Nikki Burmeister joined LaPorte CPAs & Business Advisors as Chief Operating Officer, further strengthening the institution's leadership team. With a commitment to providing top-notch financial services and expertise, LaPorte CPAs & Business Advisors is a trusted partner for businesses and individuals alike.
111 Veterans Memorial Blvd Ste 600, Metairie, LA 70005, United States -
Michael Sellitto Financial Advisor
● ClosedMichael Sellitto Financial Advisor is a finance institution located at 3445 North Causeway Boulevard in Metairie, Louisiana, United States. Our team of experienced financial planners and investment managers are dedicated to helping clients improve their retirement outcomes by providing personalized, unbiased advice. We adhere to the highest standard of care, always putting our clients' interests first. As an independent, registered investment advisory firm, we are not affiliated with any bank, insurance company, or brokerage firm. This allows us to work with and for our clients, focusing on low-cost, tax-efficient, and well-diversified investments. Our goal is to provide objective guidance and support, ensuring that our clients feel confident and secure in their financial decisions.
3445 N Causeway Blvd #1000, Metairie, LA 70002, United States -
Edward Jones - Financial Advisor: Bryon J Hatrel, CFP®|CLU®
● ClosedEdward Jones - Financial Advisor: Bryon J Hatrel, CFP®|CLU® is a reputable financial institution located at 3547 North Hullen Street in Metairie, Louisiana, United States. As a Certified Financial Planner and Chartered Life Underwriter, Bryon J Hatrel offers expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is a trusted partner in financial planning and investment management. Whether you are planning for retirement, saving for college, or building wealth for the future, Bryon J Hatrel and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3547 N Hullen St k, Metairie, LA 70002, United States -
Elena Irimia - TIAA Wealth Management Advisor
● ClosedElena Irimia - TIAA Wealth Management Advisor is a financial institution located at 3900 North Causeway Boulevard in Metairie, Louisiana, United States. As a trusted advisor, Elena Irimia specializes in providing personalized wealth management services to help clients achieve their financial goals. With a focus on sound investment strategies and comprehensive financial planning, Elena Irimia is dedicated to helping clients build and preserve their wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Elena Irimia - TIAA Wealth Management Advisor is here to provide expert guidance and support every step of the way.
3900 N Causeway Blvd #1200, Metairie, LA 70002, United States -
Edward Jones - Financial Advisor: Daniel Lumetta, CFP®|ChFC®|CEPA®
● OpenEdward Jones - Financial Advisor: Daniel Lumetta, CFP®|ChFC®|CEPA® is a reputable finance institution located at 4141 Veterans Memorial Boulevard in Metairie, Louisiana, United States. With a team led by certified professionals, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®), this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or create a comprehensive exit strategy, Edward Jones - Financial Advisor: Daniel Lumetta is dedicated to providing personalized solutions to meet your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
4141 Veterans Memorial Blvd #200, Metairie, LA 70002, United States -
Edward Jones - Financial Advisor: Jeff Brignac
● ClosedEdward Jones - Financial Advisor: Jeff Brignac is a reputable finance institution located at 4501 West Napoleon Avenue in Metairie, Louisiana, United States. Jeff Brignac is a trusted financial advisor who provides personalized investment strategies and 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: Jeff Brignac is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
4501 W Napoleon Ave Suite 102, Metairie, LA 70001, United States -
American fast tax and financial services
● ClosedAmerican Fast Tax and Financial Services is a reputable institution located at 7811 Airline Drive in Metairie, Louisiana, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. With years of experience in the industry, you can trust us to handle your financial needs with professionalism and efficiency. Visit us today to see how we can assist you in achieving your financial goals.
7811 Airline Dr, Metairie, LA 70003, United States -
Edward Jones - Financial Advisor: Angela Castro
● OpenEdward Jones - Financial Advisor: Angela Castro is a trusted financial institution located at 3000 West Esplanade Avenue in Metairie, Louisiana, United States. Angela Castro is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Angela Castro can provide personalized financial guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Angela Castro is the go-to institution for all your financial needs. Contact Angela Castro today to schedule a consultation and start planning for a secure financial future.
3000 W Esplanade Ave Suite 100, Metairie, LA 70002, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a trusted financial institution located at 8912 Veterans Memorial Boulevard in Metairie, Louisiana. Specializing in tax preparation services, Jackson Hewitt helps individuals and businesses navigate the complex world of taxes with ease and accuracy. With a team of experienced professionals, customers can rest assured that their financial needs are in good hands. Whether you need help with filing your taxes or maximizing your deductions, Jackson Hewitt Tax Service is here to assist you every step of the way.
8912 Veterans Memorial Blvd, Metairie, LA 70003, United States -
Butler's Pro Tax Service, LLC.
● ClosedButler's Pro Tax Service, LLC. is a professional accounting and finance institution located at 1 Galleria Boulevard in Metairie, Louisiana, United States. With a team of experienced tax professionals, Butler's Pro Tax Service, LLC. offers a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, their team is dedicated to providing high-quality and personalized service to meet your financial needs. Trust Butler's Pro Tax Service, LLC. to help you navigate the complex world of taxes and finances with ease and confidence.
1 Galleria Blvd Suite 1900, Metairie, LA 70001, United States -
Financial Risk Mitigation
● ClosedFinancial Risk Mitigation is a leading finance institution located at 2332 North Arnoult Road in Metairie, Louisiana. Our team of experts specializes in identifying, assessing, and managing financial risks for our clients. Whether you are an individual investor or a large corporation, we provide tailored solutions to help safeguard your assets and investments. With a focus on strategic planning and proactive risk management, we strive to minimize potential losses and maximize returns. Trust Financial Risk Mitigation to protect your financial interests and secure your future.
2332 N Arnoult Rd # 100, Metairie, LA 70001, United States -
Barbara Malter - State Farm Insurance Agent
● ClosedBarbara Malter - State Farm Insurance Agent is a trusted insurance agency located at 3351 Severn Avenue in Metairie, Louisiana, United States. With over 32 years of experience, Barbara Malter is dedicated to helping her clients with their insurance needs. Whether you are looking for auto, home, life, or pet insurance, Barbara Malter can provide you with the coverage you need to protect what matters most to you. If your child is heading off to college and leaving their car behind, Barbara Malter can help you find options to lower your insurance premiums while they are away. She also offers tips for safe driving on rural roads, where farm vehicles and other risks may be present.
3351 Severn Ave STE 302, Metairie, LA 70002, United States -
ProGen Financial Consulting, LLC
● ClosedProGen Financial Consulting, LLC is a leading finance institution located at 2750 Lake Villa Drive in Metairie, Louisiana, United States. Our team of expert financial consultants offers personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. With a focus on excellence and integrity, we provide a wide range of services including investment management, retirement planning, estate planning, and tax strategies. Trust ProGen Financial Consulting, LLC to guide you towards a secure and prosperous financial future.
2750 Lake Villa Dr Suite 305 -D, Metairie, LA 70002, United States -
Thomas-Waddell & Associates
● ClosedThomas-Waddell & Associates is a renowned finance institution located at 3000 Kingman Street in Metairie, Louisiana, United States. With a strong reputation for providing expert financial advice and services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or estate planning, Thomas-Waddell & Associates is committed to providing personalized solutions tailored to your individual needs. Trust us to help you secure your financial future.
3000 Kingman St, Metairie, LA 70006, United States -
Acacia Financial Group
● ClosedAcacia Financial Group is a reputable finance and insurance agency located at 3500 North Causeway Boulevard in Metairie, Louisiana, United States. With a team of experienced professionals, Acacia Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and insurance solutions. Clients can trust Acacia Financial Group to provide personalized and tailored financial advice to help them achieve their financial goals.
3500 N Causeway Blvd #1500, Metairie, LA 70002, United States -
BRUZA WEALTH MANAGEMENT
● ClosedBruza Wealth Management is a finance institution located at 6620 Riverside Drive in Metairie, Louisiana, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and estate planning. At Bruza Wealth Management, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Trust us to guide you towards financial success and peace of mind.
6620 Riverside Dr Ste 102, Metairie, LA 70003, United States -
Summit Consulting Group, LLC
● OpenSummit Consulting Group, LLC is a reputable accounting and finance institution located at 3500 North Causeway Boulevard in Metairie, Louisiana, United States. With a team of experienced professionals, Summit Consulting Group offers a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust Summit Consulting Group to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are a small business owner or an individual looking for financial guidance, Summit Consulting Group is dedicated to helping you succeed.
3500 N Causeway Blvd Ste 160, Metairie, LA 70002, United States -
Beatty Financial Services, LLC
● ClosedBeatty Financial Services, LLC, located at 1009 Velma Street in Metairie, Louisiana, is a trusted accounting and finance institution specializing in serving businesses and entrepreneurs. With a team of experienced Financial Advisors and CPAs, we offer a wide range of services including monthly accounting, bookkeeping, tax preparation, and loan consulting. With almost three decades of experience, we provide tailored financial strategies to help businesses manage their finances efficiently and effectively. At Beatty Financial Services, we take a personalized approach to working with our clients, no matter the size or stage of their business. We pride ourselves on our ability to understand your goals and create a plan to help you exceed them. Our team is dedicated to finding creative and innovative financial solutions to meet your needs.
1009 Velma St, Metairie, LA 70001, United States -
Arete Partners
● ClosedArete Partners is a leading accounting and finance institution located at 2540 Severn Avenue in Metairie, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust Arete Partners for all your accounting and finance needs.
2540 Severn Ave #206, Metairie, LA 70002, United States -
Terrell Financial Group
● ClosedTerrell Financial Group is a reputable finance institution located at 3045 Ridgelake Drive in Metairie, Louisiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or help with managing your finances, we are here to help. Trust Terrell Financial Group to help you achieve your financial goals and secure your future.
3045 Ridgelake Dr #301, Metairie, LA 70002, United States -
Financial Consulting Group
● ClosedFinancial Consulting Group is a premier finance institution located at 111 Veterans Memorial Boulevard in Metairie, Louisiana, United States. Our team of expert financial advisors provides personalized consulting services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer comprehensive solutions tailored to meet each client's unique needs. Trust Financial Consulting Group to guide you towards a secure financial future.
111 Veterans Memorial Blvd #1506, Metairie, LA 70005, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 4415 Shores Drive in Metairie, Louisiana, United States. With a strong presence in the industry, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. The institution is known for its reliable and personalized approach to financial planning, making it a trusted choice for clients seeking expert guidance and support in managing their finances.
4415 Shores Dr STE 350, Metairie, LA 70006, United States -
Dardis Couvillon & Associates
● OpenDardis Couvillon & Associates is a renowned finance institution located at 2121 Airline Drive in Metairie, Louisiana, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investment planning, retirement strategies, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Dardis Couvillon & Associates to guide you towards a secure financial future.
2121 Airline Dr Suite 580, Metairie, LA 70001, United States -
IPX1031 - Investment Property Exchange Services, Inc.
● ClosedIPX1031 - Investment Property Exchange Services, Inc. is a leading finance and real estate agency located at 433 Metairie Road in Metairie, Louisiana, United States. Specializing in 1031 exchange services, IPX1031 helps clients defer capital gains taxes on investment properties by facilitating like-kind exchanges. With a team of experienced professionals and a commitment to providing top-notch customer service, IPX1031 is a trusted partner for investors looking to maximize their real estate investments.
433 Metairie Rd #525, Metairie, LA 70005, United States -
Waterfront Wealth Management - Ameriprise Financial Services, LLC
● ClosedWaterfront Wealth Management - Ameriprise Financial Services, LLC is a prestigious finance institution located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help clients reach their short and long-term goals. Our experienced Ameriprise Financial Advisors work closely with clients to provide guidance on estate planning, wealth preservation, tax implications, and asset distribution to loved ones. With over 125 years of history, we prioritize building trusting relationships with our clients to set them up for financial success. Whether you are looking to plan for the future or navigate the current bull market rally, we are here to help. Contact us today to schedule a complimentary initial consultation and start your financial planning journey. Please visit our website for additional information on our background, qualifications, and important disclosures. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, committed to helping you achieve financial clarity and peace of mind.
3939 N Causeway Blvd #401, Metairie, LA 70002, United States -
Gerald "Jerry" Christopher, Jr., LUTCF
● OpenGerald "Jerry" Christopher, Jr., LUTCF is an institution located at 4828 Hastings Street in Metairie, Louisiana, United States. Specializing in delivering solutions to complex insurance scenarios for both business owners and families, Jerry Christopher is a trusted professional in the industry. With a commitment to providing personalized and comprehensive insurance services, clients can rely on Jerry Christopher to help protect their assets and loved ones. Be sure to check the background of this investment professional for added peace of mind.
4828 Hastings St, Metairie, LA 70006, United States -
Hirling Jr Charles F CPA
● OpenHirling Jr Charles F CPA is a reputable accounting and finance institution located at 6660 Riverside Drive in Metairie, Louisiana, United States. With years of experience and expertise in the field, they offer professional services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Hirling Jr Charles F CPA for all your accounting and finance needs.
6660 Riverside Dr # 204, Metairie, LA 70003, United States -
Zamora Financial Services
● ClosedZamora Financial Services is a reputable finance institution located at 111 Veterans Memorial Boulevard in Metairie, Louisiana, United States. With a strong commitment to providing top-notch financial services to individuals and businesses, Zamora Financial Services offers a wide range of financial solutions including investment management, retirement planning, insurance services, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Zamora Financial Services for all your financial needs.
111 Veterans Memorial Blvd #701, Metairie, LA 70005, United States
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