TOP 30 Best Wealth transfer planning in Metairie, Louisiana

Chase Bank, located at 3420 Severn Avenue in Metairie, Louisiana, is a full-service financial institution offering a range of services including ATMs, banking, and finance. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering available for approval. Member FDIC.

NOLA Succession Law, located at 4141 Veterans Memorial Boulevard in Metairie, Louisiana, is a father-daughter law firm specializing in guiding families through the difficult process of handling a loved one's estate after they pass away. With a focus on compassion and understanding, the team at NOLA Succession Law aims to alleviate the stress and uncertainty that can come with settling an estate. Amanda, a graduate of Loyola University New Orleans College of Law, brings almost a decade of legal experience and a personal touch to her work. Frank, with over 47 years of experience, is dedicated to helping families navigate the complexities of successions and move forward with peace of mind. Clients rave about the integrity, honesty, and fairness of the lawyers at NOLA Succession Law, making them the go-to choice for legal advice and assistance in times of need.

Ciolino Onstott is a reputable law firm located in New Orleans, Louisiana, specializing in estate planning and successions. The firm is conveniently situated near Metairie, Slidell, Covington, and Mandeville, making it easily accessible to clients in the surrounding areas. Max, an experienced estate planning attorney, works closely with clients to protect their families and navigate legal processes following the loss of a loved one. Alex, the managing member of the firm, is dedicated to achieving exceptional results for his clients through strong advocacy and legal expertise. Clients praise Ciolino Onstott for their personalized approach, professionalism, and efficiency. Whether representing clients in divorce cases, personal injury claims, or estate planning matters, the attorneys at Ciolino Onstott are known for going the extra mile to ensure their clients are well-represented and informed throughout the legal process. With a focus on empathy, communication, and thoroughness, Ciolino Onstott is a trusted choice for individuals seeking legal assistance in the New Orleans area.

The Law Office of Jeffrey W. Zewe, L.L.C. is a reputable legal institution located at 4425 Clearview Parkway in Metairie, Louisiana, United States. Specializing in various areas of law, Jeffrey W. Zewe and his team provide expert legal representation and counsel to clients in need of professional legal services. With a strong commitment to serving their clients' best interests, the Law Office of Jeffrey W. Zewe, L.L.C. is dedicated to providing personalized and effective legal solutions to individuals and businesses alike. Trust in their experience and expertise to navigate the complexities of the legal system and achieve the best possible outcomes for your case.

Located at 1 Galleria Boulevard in Metairie, Louisiana, Liriano Law Firm, LLC is dedicated to serving the local community with personalized legal services. Founder Carmen Liriano, a Louisiana native, has an impressive background, including a law degree from LSU and recognition as a top trial attorney. With over $13,000,000 recovered in settlements for clients, Liriano Law Firm specializes in personal injury cases, estate planning, and succession. Clients rave about Carmen's professionalism, communication skills, and ability to deliver results with a personal touch. Trust Liriano Law Firm for all your legal needs and experience the difference.

Derbes Law Firm, LLC is a team of ten attorneys located at 3027 Ridgelake Drive in Metairie, Louisiana. Specializing in business, bankruptcy, estate planning, successions, and other financial matters, our firm offers a wide range of legal services to clients in both litigation and transactional matters. With a focus on providing specialized services and creative solutions, our experienced attorneys are dedicated to protecting your assets and understanding your unique needs. For over 25 years, our team has utilized their extensive backgrounds in business law to represent clients effectively. When you need a reliable attorney for your business, bankruptcy, estate, or financial matters, turn to the professionals at Derbes Law Firm, LLC.

Legacy Law Center, LLC is a law firm located at 3220 North Turnbull Drive in Metairie, Louisiana. Specializing in estate planning, the firm offers a comprehensive process that aims to provide Louisiana families with a seamless experience. With a no-risk money back guarantee, Legacy Law Center ensures that clients are completely satisfied with the quality and efficiency of their services. Attorney Chris Kane, who exclusively practices in estate planning, educates clients in easy-to-understand terms and offers fixed reasonable costs for legal services, eliminating hourly billing. Clients can create an estate plan that includes amendments for life at no additional charge. Testimonials praise Chris Kane for his expertise, professionalism, and ability to make the estate planning process easy and enjoyable. With a focus on protecting assets and ensuring peace of mind for clients and their families, Legacy Law Center is dedicated to providing excellent service and guidance in estate planning. To schedule a visit, call 504-274-1980 today.

ProGen 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.

Thomas-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.

Beacon 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.

Acacia 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.

Edelman Financial Engines is a leading financial institution located at 3900 North Causeway Boulevard in Metairie, Louisiana, United States. Specializing in finance, the institution offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Edelman Financial Engines provides personalized solutions to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to helping you make smart financial decisions.

CORDA Investment Management, LLC is a finance institution located at 3900 North Causeway Boulevard, Metairie, Louisiana, United States. Our team works with clients to define their ideal investment approach that aligns with their strategic savings goals, both for today and the future. We offer estate planning services with a Board Certified Attorney, with options for discounts on estate planning documents through partnerships with LegalZoom. With over 20 years of experience, CORDA has guided families to financial security through strategies, advice, and plans. Visit one of our locations in Houston, Austin, Dallas, San Antonio, Metairie, Broomfield, or Coral Gables to learn more about how we can help you secure your financial future.

Little Woods Capital Advisors, LLC. is a finance institution located at 3121 Ridgelake Drive in Metairie, Louisiana, United States. Specializing in investment management and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, we strive to provide our clients with the guidance and support they need to make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Little Woods Capital Advisors, LLC. is here to help.

Benjamin F. Edwards is a finance institution located at 3510 North Causeway Boulevard in Metairie, Louisiana, United States. The institution offers a range of financial services, including investment advice and wealth management. The team at Benjamin F. Edwards is dedicated to providing personalized financial plans tailored to each client's unique goals and needs. With a focus on trust, integrity, and mutual respect, the advisors at Benjamin F. Edwards work closely with clients to help them achieve their financial objectives. The institution is a dually-registered broker-dealer and investment adviser, ensuring that clients receive comprehensive financial guidance. Whether you are planning for retirement, managing your investments, or transitioning your wealth to the next generation, the team at Benjamin F. Edwards is committed to helping you reach your financial goals. With a client-centered approach and a commitment to excellence, Benjamin F. Edwards is a trusted partner for all your financial needs.

Crescent City Retirement Group is a finance institution located at 3500 North Causeway Boulevard in Metairie, Louisiana, United States. Our dedicated team of financial experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a range of services including retirement planning, investment management, and wealth preservation strategies. Contact us today to start preparing for your golden years with confidence and peace of mind.

Phillips Financial Services is a reputable finance and insurance agency located at 2912 Metairie Court in Metairie, Louisiana, United States. With a strong commitment to providing top-notch financial solutions and insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're in need of investment advice, retirement planning, insurance coverage, or wealth management services, Phillips Financial Services is here to assist you every step of the way. Visit us today and let us help you secure a brighter financial future.

Nelson Financial Group, CFP - Northwestern Mutual is a reputable finance institution located at 111 Veterans Memorial Boulevard in Metairie, Louisiana, United States. Specializing in financial planning and wealth management, the experienced team at Nelson Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing personalized services and tailored solutions, they offer a range of financial products and services to meet the unique needs of each client. Contact Nelson Financial Group, CFP - Northwestern Mutual today to start planning for a secure financial future.

Legacy Capital LLC is a financial institution located at 433 Metairie Road in Metairie, Louisiana. As a trusted financial advisor, we offer a wide range of services to help our clients manage and grow their wealth. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the individual needs and goals of each client. Whether you are looking for investment guidance, retirement planning, or estate planning services, Legacy Capital LLC is here to help you achieve your financial objectives. Contact us today to schedule a consultation and start building a legacy for future generations.

Dardis 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.

Edward Jones - Financial Advisor: Richard J Kernion Jr is a reputable financial institution located at 4417 Transcontinental Drive in Metairie, Louisiana, United States. As a trusted financial advisor, Richard J Kernion Jr offers personalized financial planning and investment 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: Richard J Kernion Jr provides expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Richard J Kernion Jr can help you create a customized financial strategy that aligns with your unique needs and objectives. Visit Edward Jones - Financial Advisor: Richard J Kernion Jr today to start planning for a brighter financial future.

Edward 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.

Edward Jones - Financial Advisor: Alex Brignac, CFP® is a top-rated finance institution located at 4501 West Napoleon Avenue in Metairie, Louisiana, United States. Alex Brignac, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Alex Brignac, CFP® is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Brent S Lyons is a reputable finance institution located at 3421 North Causeway Boulevard in Metairie, Louisiana, United States. As a skilled financial advisor, Brent S Lyons provides personalized investment and wealth management 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: Brent S Lyons is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Victoria L Marcello is a reputable finance institution located at 3500 North Causeway Boulevard in Metairie, Louisiana, United States. With a focus on providing personalized financial advice and services, Victoria L Marcello and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Victoria L Marcello is committed to providing expert guidance and support every step of the way. Visit their office today to learn more about their comprehensive financial planning services.

Scot Billeaudeau is a Financial Advisor at Ameriprise Financial Services, LLC located at 3939 North Causeway Boulevard, Metairie, Louisiana, United States. Scot holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Scot is dedicated to providing personalized financial advice and strategies to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Scot aims to help clients make informed decisions and achieve their financial goals.

Chad Nugent - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3908 Veterans Memorial Boulevard, Metairie, Louisiana, United States. Chad Nugent 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 ethical practices and client needs, Chad Nugent offers personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, Chad Nugent is dedicated to continuous education and training to stay up-to-date on industry trends and best practices. Whether you are looking for retirement planning, estate planning, or investment advice, Chad Nugent - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.

Assets Management Services is a leading financial institution located at 5000 West Esplanade Avenue in Metairie, Louisiana. Our dedicated team of experts specializes in providing top-notch asset management services to help our clients achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, we have the knowledge and experience to help you succeed. Trust Assets Management Services for all your financial needs and let us guide you towards a secure and prosperous future.

Gerald "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.

Edward Jones - Financial Advisor: Adam Stierwald, AAMS™ is a reputable finance institution located at 6660 Riverside Drive in Metairie, Louisiana, United States. With a focus on providing personalized financial advice and services, Adam Stierwald, a designated Accredited Asset Management Specialist (AAMS™), is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Adam Stierwald, AAMS™ offers expert guidance and support to help you make informed financial decisions.