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Guide > Wealth transfer planning in Louisiana > Wealth transfer planning in New Orleans

Wealth transfer planning in New Orleans, Louisiana

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  • 4.9 37
    #1

    Wealth Planning Law Group

    ● Closed
    101 Allen Toussaint Blvd Ste 404, New Orleans, LA 70124, United States
    504-900-2763
    lawealthplan.com

    Wealth Planning Law Group is a Louisiana-based institution located in New Orleans, dedicated to helping families protect their wealth from the government, taxes, and creditors.

    Photo of Wealth Planning Law Group - New Orleans, LA 70124, USA Photo of Wealth Planning Law Group - New Orleans, LA 70124, USA Photo of Wealth Planning Law Group - New Orleans, LA 70124, USA
    Accounting Service Financial Service Legal Service
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  • 5 8
    #2

    Indigo Insurance & Wealth Builders

    ● Open
    4157 St Louis St, New Orleans, LA 70119, United States
    504-800-8558
    indigoiwb.com

    Indigo Insurance & Wealth Builders is a leading finance and insurance agency located at 4157 Saint Louis Street in New Orleans, Louisiana, United States.

    Financial Service Insurance Agency
    Details
  • 5 3
    #3

    Addie Prewitt Law | Estate Planning and Business Strategy for Louisiana Professionals

    ● Closed
    7041 Canal Blvd #500, New Orleans, LA 70124, United States
    504-233-3054
    addieprewittlaw.com

    Addie Prewitt Law is a trusted institution located in New Orleans, Louisiana, specializing in estate planning and business strategy for professionals in the state.

    Photo of Addie Prewitt Law | Estate Planning and Business Strategy for Louisiana Professionals - New Orleans, LA 70124, USA Photo of Addie Prewitt Law | Estate Planning and Business Strategy for Louisiana Professionals - New Orleans, LA 70124, USA Photo of Addie Prewitt Law | Estate Planning and Business Strategy for Louisiana Professionals - New Orleans, LA 70124, USA
    Legal Service
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  • 5 1
    #4

    Cypress Financial Group | New Orleans Investment & Retirement Planning

    ● Closed
    3421 N Causeway Blvd suite 400, Metairie, LA 70002, United States
    504-345-2020
    cypressfinancial.net

    Cypress Financial Group is a leading finance institution located in Metairie, Louisiana, offering expert investment and retirement planning services to clients in the New Orleans area.

    Photo of Cypress Financial Group | New Orleans Investment & Retirement Planning - Metairie, LA 70002, USA Photo of Cypress Financial Group | New Orleans Investment & Retirement Planning - Metairie, LA 70002, USA Photo of Cypress Financial Group | New Orleans Investment & Retirement Planning - Metairie, LA 70002, USA
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  • 5 1
    #5

    Gulf Point Advisors | Private Wealth Investment Management

    ● Closed
    639 Loyola Ave #2100, New Orleans, LA 70113, United States
    504-558-4398
    gulfpointadvisors.com

    Gulf Point Advisors is a prestigious private wealth investment management firm located at 639 Loyola Avenue in the heart of New Orleans, Louisiana.

    Financial Service
    Details
  • 5 1
    #6

    Bavarian Wealth Management Inc

    ● Open
    650 Poydras St #1906, New Orleans, LA 70130, United States
    504-299-3370
    bavarianwealthmanagement.com

    Bavarian Wealth Management Inc is a renowned finance institution located at 650 Poydras Street in the heart of New Orleans, Louisiana, United States.

    Financial Service
    Details
  • 5 11
    #7

    Dumaine Investments | Financial Planning & Wealth Management

    ● Closed
    650 Poydras St Suite 1010, New Orleans, LA 70130, United States
    504-521-7350
    dumaineinvestments.com

    Dumaine Investments is a finance institution located at 650 Poydras Street in New Orleans, Louisiana, United States.

    Financial Service
    Details
  • 5 4
    #8

    Superior Wealth Tax Service LLC

    ● Open
    9511 Chef Menteur Hwy Suite 116, New Orleans, LA 70127, United States
    504-940-4779

    Superior Wealth Tax Service LLC is a finance institution located at 9511 Chef Menteur Highway in New Orleans, Louisiana, United States.

    Photo of Superior Wealth Tax Service LLC - New Orleans, LA 70127, USA
    Financial Service
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  • #9

    Segue Wealth Management

    ● Closed
    3205 Orleans Ave, New Orleans, LA 70119, United States
    504-400-0579

    Segue Wealth Management is a leading finance and insurance agency located at 3205 Orleans Avenue in the vibrant city of New Orleans, Louisiana.

    Financial Service Insurance Agency
    Details
  • #10

    PDS Wealth Management

    ● Closed
    700 Camp St Suite 111, New Orleans, LA 70130, United States
    504-335-3993
    pdswealth.com

    PDS Wealth Management is a premier financial institution located at 700 Camp Street in the heart of New Orleans, Louisiana.

    Photo of PDS Wealth Management - New Orleans, LA 70130, USA
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    Details
  • #11

    Agess Wealth of Raymond James

    ● Open
    909 Poydras St Ste 1300, New Orleans, LA 70112, United States
    504-529-1556
    raymondjames.com

    Agess Wealth of Raymond James is a leading financial institution located at 909 Poydras Street in the vibrant city of New Orleans, Louisiana, United States.

    Financial Service
    Details
  • #12

    Minvoelle Necaise Wealth Management of Raymond James

    ● Open
    909 Poydras St Ste 1300, New Orleans, LA 70112, United States
    504-529-1556
    raymondjames.com

    Minvoelle Necaise Wealth Management of Raymond James is a prestigious finance institution located at 909 Poydras Street in New Orleans, Louisiana, United States.

    Financial Service
    Details
  • #13

    Lovell Wealth Management of Raymond James

    ● Open
    909 Poydras St Ste 1300, New Orleans, LA 70112, United States
    504-527-0202
    raymondjames.com

    Lovell Wealth Management of Raymond James is a premier financial institution located at 909 Poydras Street in the vibrant city of New Orleans, Louisiana.

    Financial Service
    Details
  • #14

    Heller & Stieffel Wealth Management Group - UBS Financial Services Inc.

    ● Open
    909 Poydras St # 2900, New Orleans, LA 70112, United States
    504-595-5494
    advisors.ubs.com

    Heller & Stieffel Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 909 Poydras Street in New Orleans, Louisiana.

    Financial Service
    Details
  • #15

    New Orleans, LA Private Wealth Management - UBS Financial Services Inc.

    ● Open
    201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, United States
    866-849-4710
    local.ubs.com

    UBS Financial Services Inc. in New Orleans, LA is a private wealth management institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana.

    Financial Service
    Details
  • #16

    Creative Planning

    ● Closed
    3330 W Esplanade Ave STE 509, Metairie, LA 70002, United States
    504-833-5378
    creativeplanning.com

    Creative Planning is a top-ranked independent advisory firm located at 3330 West Esplanade Avenue in Metairie, Louisiana.

    Photo of Creative Planning - Metairie, LA 70002, USA
    Financial Service
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  • #17

    Merrill Lynch Private Wealth Advisor Curtis D. Eustis

    ● Closed
    601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130, United States
    504-586-7787
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Curtis D. Eustis is a leading wealth advisory group located at 601 Poydras Street in New Orleans, Louisiana.

    Photo of Merrill Lynch Private Wealth Advisor Curtis D. Eustis - New Orleans, LA 70130, USA Photo of Merrill Lynch Private Wealth Advisor Curtis D. Eustis - New Orleans, LA 70130, USA
    Financial Service
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  • #18

    Merrill Lynch Private Wealth Advisor Travis Bonifacic

    ● Closed
    601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130, United States
    504-586-7699
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Travis Bonifacic, located at 601 Poydras Street in New Orleans, Louisiana, is a leading finance institution offering industry-leading research and expert analysis to help clients stay ahead.

    Photo of Merrill Lynch Private Wealth Advisor Travis Bonifacic - New Orleans, LA 70130, USA Photo of Merrill Lynch Private Wealth Advisor Travis Bonifacic - New Orleans, LA 70130, USA
    Financial Service
    Details
  • #19

    Thurmond Wealth Management Group - UBS Financial Services Inc.

    ● Open
    909 Poydras St # 2900, New Orleans, LA 70112, United States
    504-595-5463
    advisors.ubs.com

    Thurmond Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 909 Poydras Street in New Orleans, Louisiana, United States.

    Financial Service
    Details
  • #20

    Billy Crosby - Regions Wealth Advisor

    ● Closed
    400 Poydras St #100, New Orleans, LA 70130, United States
    504-585-4574
    regions.com

    Billy Crosby - Regions Wealth Advisor is a finance institution located at 400 Poydras Street, New Orleans, Louisiana, United States.

    Financial Service
    Details
  • #21

    Jeandron Wealth Management

    ● Closed
    4016 Canal St, New Orleans, LA 70119, United States
    504-905-7258

    Jeandron Wealth Management is a premier finance institution located at 4016 Canal Street in the vibrant city of New Orleans, Louisiana.

    Financial Service
    Details
  • #22

    Zink Wealth Management - UBS Financial Services Inc.

    ● Open
    909 Poydras St # 2900, New Orleans, LA 70112, United States
    504-584-5633
    advisors.ubs.com

    Zink Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 909 Poydras Street in the vibrant city of New Orleans, Louisiana, United States.

    Financial Service
    Details
  • 5 37
    #23

    Spera Law Group, LLC

    ● Closed
    2200 Tulane Ave Suite 304, New Orleans, LA 70119, United States
    504-300-9938
    speralaw.com

    Spera Law Group, LLC is a reputable institution located at 2200 Tulane Avenue in New Orleans, Louisiana.

    Photo of Spera Law Group, LLC - New Orleans, LA 70119, USA Photo of Spera Law Group, LLC - New Orleans, LA 70119, USA Photo of Spera Law Group, LLC - New Orleans, LA 70119, USA
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  • 4.9 63
    #24

    Ciolino Onstott

    ● Closed
    400 Poydras St Suite 2145, New Orleans, LA 70130, United States
    504-285-9545
    ciolinoonstott.com

    Ciolino Onstott is a reputable law firm located in New Orleans, Louisiana, specializing in estate planning and successions.

    Photo of Ciolino Onstott - New Orleans, LA 70130, USA Photo of Ciolino Onstott - New Orleans, LA 70130, USA Photo of Ciolino Onstott - New Orleans, LA 70130, USA
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  • 4.8 25
    #25

    Many & LoCoco

    ● Open
    4833 Conti St #109, New Orleans, LA 70119, United States
    504-483-2332
    neworleansestatelaw.com

    Many & LoCoco is a prestigious law firm located at 4833 Conti Street in New Orleans, Louisiana, specializing in Estate Planning, Succession, and Probate law. Lead by attorney Vincent B.

    Photo of Many & LoCoco - New Orleans, LA 70119, USA Photo of Many & LoCoco - New Orleans, LA 70119, USA Photo of Many & LoCoco - New Orleans, LA 70119, USA
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  • 4.6 20
    #26

    JB Tax and Accounting

    ● Closed
    804 Webster St, New Orleans, LA 70118, United States
    504-891-1970
    jbtaxandaccounting.com

    JB Tax and Accounting, located at 804 Webster Street in New Orleans, Louisiana, is a comprehensive financial institution specializing in accounting and finance services.

    Photo of JB Tax and Accounting - New Orleans, LA 70118, USA Photo of JB Tax and Accounting - New Orleans, LA 70118, USA Photo of JB Tax and Accounting - New Orleans, LA 70118, USA
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  • 5 16
    #27

    NOLA Succession Law

    ● Closed
    4141 Veterans Memorial Blvd, Metairie, LA 70002, United States
    504-885-3332
    nolasuccessionlaw.com

    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.

    Photo of NOLA Succession Law - Metairie, LA 70002, USA Photo of NOLA Succession Law - Metairie, LA 70002, USA Photo of NOLA Succession Law - Metairie, LA 70002, USA
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  • 5 9
    #28

    Scott Vicknair Law - Estate & Probate Division

    ● Open
    909 Poydras St Suite 1225, New Orleans, LA 70112, United States
    504-264-1057
    scottvicknair.com

    Scott Vicknair Law - Estate & Probate Division is a renowned legal institution located in the heart of New Orleans, Louisiana.

    Photo of Scott Vicknair Law - Estate & Probate Division - New Orleans, LA 70112, USA Photo of Scott Vicknair Law - Estate & Probate Division - New Orleans, LA 70112, USA Photo of Scott Vicknair Law - Estate & Probate Division - New Orleans, LA 70112, USA
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  • 5 4
    #29

    DeT Law Firm

    ● Closed
    4000 Bienville St suite c-1, New Orleans, LA 70119, United States
    504-722-9711
    detlawfirm.com

    DeT Law Firm is a prestigious finance and legal institution located at 4000 Bienville Street in New Orleans, Louisiana, United States.

    Photo of DeT Law Firm - New Orleans, LA 70119, USA Photo of DeT Law Firm - New Orleans, LA 70119, USA Photo of DeT Law Firm - New Orleans, LA 70119, USA
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  • 5 1
    #30

    Villarrubia Todd M

    ● Open
    101 Allen Toussaint Blvd Ste 404, New Orleans, LA 70124, United States
    504-212-3440
    lawealthplan.com

    Villarrubia Todd M is a premier law firm located at 101 Allen Toussaint Boulevard in New Orleans, Louisiana. For over 30 years, they have been helping families protect their wealth from the government, taxes, and creditors.

    Legal Service
    Details
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