TOP 30 Wealth management for families in Baton Rouge, Louisiana

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State Finance of Baton Rouge is a reputable finance institution located at 8350 Florida Boulevard in Baton Rouge, Louisiana. As a trusted financial services provider, State Finance offers a wide range of products and services to meet the needs of individuals and businesses in the area. Whether you are looking for personal loans, business loans, or other financial solutions, our experienced team is dedicated to providing you with the support and assistance you need. Visit us today to learn more about how State Finance can help you achieve your financial goals.

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.

Burns Estate Planning & Wealth Advisors is a finance institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana, United States. Our mission is to help individuals prepare for a fulfilling retirement, focusing on creating a legacy for their loved ones. Led by renowned financial professional Ernie Burns, we offer personalized strategies to help you reach your retirement goals. Ernie Burns' book "Total Retirement" is your ultimate guide to financial freedom, providing valuable insights and tips for securing a prosperous retirement. Ernie has been recognized as one of Forbes' Top Financial Security Professionals, showcasing his expertise in the field.

Retirement Capital Management is a leading financial institution located at 8550 United Plaza Boulevard in Baton Rouge, Louisiana. Specializing in retirement planning and investment management, our team of experienced professionals provides personalized financial solutions to help individuals and families achieve their long-term financial goals. As a full-service finance, insurance agency, and legal firm, we offer a comprehensive range of services to meet the diverse needs of our clients. Whether you are looking to grow your wealth, protect your assets, or plan for your future, Retirement Capital Management is dedicated to helping you secure a prosperous retirement. Contact us today to schedule a consultation and start building your financial future with confidence.

Carson Wealth, located at 8280 Ymca Plaza Drive in Baton Rouge, Louisiana, is a finance institution focused on creating a lasting impact for their clients. With a rich history rooted in legacy and impact, Carson Wealth combines the dedication of two firms founded in 1983 to provide expert financial planning and guidance. Their team of seven CERTIFIED FINANCIAL PLANNER™ professionals, along with seasoned client support staff, are dedicated to understanding and achieving the financial goals of their clients. Whether it's creating a financial plan based on hopes, dreams, and ambitions, or providing actionable guidance for any stage of life, Carson Wealth is committed to helping individuals pursue their life goals through expert planning.

Merrill Lynch Wealth Management, located at 1800 City Farm Drive in Baton Rouge, Louisiana, is a leading finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced and knowledgeable advisors, Merrill Lynch is well-equipped to address a variety of financial challenges and opportunities in both rising and turbulent markets. Our advisors go beyond traditional wealth planning advice to provide personalized financial strategies tailored to each client's unique goals and circumstances. From retirement income planning to guidance on concentrated stock positions and traditional investments, our advisors leverage the resources of Merrill Lynch Wealth Management to help clients achieve their long-term objectives.

Merrill Lynch Wealth Management, located at 445 North Boulevard in Baton Rouge, Louisiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is well-equipped to help clients navigate through changing market conditions and address their financial challenges and opportunities. The branch's advisors provide tailored financial strategies based on years of combined wealth management expertise. Beyond wealth planning, they offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. By collaborating with outside professionals like accountants and tax attorneys, Merrill Lynch ensures a comprehensive approach to financial management.

Losey is a reputable finance and insurance agency located at 8550 Anselmo Lane in Baton Rouge, Louisiana, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Losey is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of their clients. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Losey is the go-to institution for all your financial needs.

Drew Dileo - State Farm Insurance Agent is a trusted insurance agency located at 3955 O'Neal Lane in Baton Rouge, Louisiana. Specializing in car insurance, life insurance, and financial services, our team is dedicated to providing excellent customer service and helping our community manage their insurance needs. We strive to offer a family-friendly approach and are committed to protecting our customers from the risks of everyday life. Our growing agency has big dreams and potential, and we work together as a team to achieve our goals while having fun. If you are looking for a rewarding opportunity and are willing to work hard, we would love to meet you. Please note that we do not collect sensitive personal information online for your protection. Contact us at (225) 246-7948 if you have any difficulty accessing our website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Remember that investing involves risk, and it's always best to consult a tax or legal advisor for personalized advice.

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.

Financial Freedom Consultants LLC, located at 1765 O'Neal Lane in Baton Rouge, Louisiana, is a leading institution in accounting and finance services. Our mission is to help individuals and businesses build generational wealth and reach their financial freedom. With a team of dedicated credit and financial consultants, business and tax professionals, we are committed to providing top-notch services to our clients. Led by Jaynise J Navarre, our team is known for professionalism, quality, and responsiveness. From credit repair to business credit building, tax services, and compliance assistance, we offer a wide range of services to meet your financial needs. Our experienced case analysts and advisors work personally with you throughout the process, offering personalized dispute options and managing your personal tax and credit information.

OMBI Group, located at 7980 Scenic Highway in Baton Rouge, Louisiana, is a wealth management institution dedicated to protecting, growing, and transferring wealth for its clients. The institution hosts exclusive events like the Draft Luncheon, where parents of NFL draft prospects can network, learn from industry professionals, and gain valuable insights on how to navigate the NFL career of their child. With the help of sponsors, OMBI Group provides legal services and other tools to help clients build generational wealth. In the next five years, OMBI Group aims to educate at least 500 people on wealth management, legacy building, and nonprofit organizations through events like the Giving Gracefully Awards, NFL Draft Luncheon, and Nonprofit Seminars. Testimonials from clients like Momma McNabb, Carmen Greenard Varnum, and Leah Ford speak to the impact and support provided by OMBI Group in helping families navigate the professional sports industry.

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 Ricky Hinton is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. Ricky Hinton has been in the financial services industry since 2003 and joined Merrill Lynch Wealth Management in 2007. He holds the CRPC® designation and is a graduate of Louisiana Tech University. The institution focuses on developing strategies for high-net-worth individuals, families, and businesses to help them meet their financial goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They offer personalized financial plans centered on goals and aspirations, using the global resources of Merrill. The institution believes in understanding clients personally to offer customized investment strategies and financial solutions. They provide tools to help clients track changes in their goals and life circumstances, ensuring their financial approach reflects these changes. The institution's mission is to help clients achieve their financial goals through personalized planning and investment strategies. They offer investment insights, tips, and strategies to help clients live their best financial life. Richard Hinton is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ designation. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning.

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

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

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

Merrill Lynch Financial Advisor Michael T Fels is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. Michael Fels is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with Merrill Lynch Wealth Management in the Baton Rouge office. He helps clients develop strategies to manage, preserve & transfer their wealth. With over 30 years of experience in the financial services industry, Michael focuses on helping clients achieve their financial and life goals. He works with a variety of clients in the South Louisiana area, including business owners, professionals, corporate executives, affluent families, and others seeking advice on effectively achieving their financial goals. Michael is a Graduate with Honors from the University of Florida's Warrington College of Business. The institution offers personalized financial planning services, investment insights, and comprehensive financial solutions from Bank of America. They prioritize understanding the client's goals, priorities, and life changes to create a customized financial approach that reflects their unique needs. Michael Fels is registered to do business in multiple states and is committed to helping clients pursue their financial aspirations while managing investment risk. Contact Merrill Lynch Financial Advisor Michael T Fels for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Cory Ludwick, located at 1800 City Farm Drive in Baton Rouge, Louisiana, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Cory Ludwick can help you create a flexible financial plan to navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Cory Ludwick exemplifies the deep-seated Merrill tradition of serving the communities they work in. Through Merrill Personal Wealth Analysis™, Cory Ludwick can help you build a personalized plan centered on your goals and priorities. Supported by the global resources of Merrill, Cory's team is dedicated to building strong client relationships based on trust and personalized service. By getting to know you personally and understanding your financial aspirations, Cory Ludwick can provide advice and guidance to help you achieve your financial goals, whether it's planning for retirement, buying a home, funding education, or transferring wealth to future generations.

Welcome to the Practice of Dr. Shatha Y. Murad, MD Located at 7373 Perkins Rd, Baton Rouge, LA 70808, Dr. Shatha Y. Murad is a dedicated and compassionate physician specializing in Internal Medicine and Endocrinology. As one of the newest members of The Baton Rouge Clinic, Dr. Murad brings a wealth of knowledge and expertise to the local community.