Search Results
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1
Cathy Pareto and Associates
Baton Rouge,
LA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
**NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...
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2
Evensky & Katz, LLC
Baton Rouge,
LA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $1,000,000
**NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000...
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3
A-V Capital Management, LLC
111 Veterans Blvd.
Metaire, LA
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4
Argent Advisors, Inc.
1609 Stubbs Avenue
Monroe, LA
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5
Asset Planning Services Inc
509 W. 21st Avenue
Covington, LA
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6
B F Anderson & Co. Inc
2237 South Acadian Thruway
Baton Rouge, LA
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7
Billeaud Capital Management Inc
1018 Harding St., Suite 104
Lafayette, LA
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8
Broussard Financial Group, LLC
106 West Veterans Memorial Drive
Kaplan, LA
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9
Crescent Sterling LTD.
3850 North Causeway Blvd.
Metairie, LA
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10
Deane Retirement Strategies, Inc.
2065 Energy Centre,
New Orleans, LA
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11
Delta Financial Advisors
909 Poydras Street
New Orleans, LA
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12
Diversified Investment Strategies, LLC
11939 Bricksome Ave
Baton Rouge, LA
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13
Eagle Financial Management Services, LLC
400 Travis St.
Shreveport, LA
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14
Entrust Investment Management LLC
2401 Tower Drive
Monroe, LA
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15
Equitas Partners, LLC
909 Poydras Street
New Orleans, LA
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16
Financial Design Capital Management, Inc.
8048 One Calais Ave. Suite B
Baton Rouge, LA
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17
Flower Walter C & Co Inc
408 Magazine Street
New Orleans, LA
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18
Graham Bordelon & Co Inc
2401 Tower Drive
Monroe, LA
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19
Josey Brett Wealth Management Inc
401 Edwards Street, Suite 824
Shreveport, LA
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20
Kboc, LLC
2555 Severn Avenue
Metairie, LA
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21
Personal Financial Advisors, L.L.C.
100 Tyler Street, Number 6
Covington, LA
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22
Planning For Wealth, LLC
1900 Roselawn Avenue
Monroe, LA
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23
Regatta Research & Money Management L.L.C.
2121 N. Causeway Blvd.
Metairie, LA
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24
The Mutual Fund Store
3900 N. Causeway Boulevard Suite 100
Metairie, LA
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25
Twru Private Wealth Management, LLC
527 E. Airport Ave
Baton Rouge, LA
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
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- Retirement Planning