Best Financial Advisors in Ascension, LA

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List of Firms

Ascension, LA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sean M Matassa, CFP®|ChFC®|AAMS™
Location 14639 Airline Hwy Suite 113, Gonzales, LA 70737, USA
Phone (225) 673-2516
Allred Wealth Management
Location 6183 Breeze Point Dr, Gonzales, LA 70737, USA
Phone (225) 323-3116
Sparacino Wealth Management LLC

5 out of 5

Location 17501 Jefferson Hwy, Baton Rouge, LA 70817, USA
Phone (225) 752-5725
Foti Financial Services

1 out of 5

Location 2247 S Burnside Ave, Gonzales, LA 70737, USA
Phone (225) 644-2106
Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1124 S Burnside Ave Ste 100B, Gonzales, LA 70737, USA
Phone (225) 644-5001
Edward Jones - Financial Advisor: Brandon G Becnel
Location 9373 Baringer Rd Bldg 3 Ste A, Baton Rouge, LA 70817, USA
Phone (225) 930-0800
Jordan R Trosclair - Financial Advisor, Ameriprise Financial Services, LLC
Location 37283 Swamp Rd Ste 501, Prairieville, LA 70769, USA
Phone (225) 744-4482
Ourso Financial Group, LLC
Location 17451 Jefferson Hwy suite c, Baton Rouge, LA 70817, USA
Phone (225) 408-2700
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About Ascension, LA

Ascension is located in the central region of Louisiana. The city is home to many businesses and landmarks, including the Shaw Center for the Arts, the Louisiana State Capitol, and the USS Kidd Museum. Ascension's top employers include Ascension Parish School Board, Walmart, and Our Lady of the Lake Regional Medical Center. Major highways and streets in Ascension include Airline Highway and Nicholson Drive. The city's neighborhoods include Dutchtown, Gonzales, and Prairieville.

Where Certified Financial Advisors in Ascension, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ascension Parish, LA have a variety of banks to choose from when it comes to personal and business banking needs. Each bank offers different services, rates, and products to fit the specific needs of their customers. Some banks specialize in consumer banking, while others focus on small businesses or commercial lending. No matter what your needs are, there is likely a bank in Ascension Parish that can help you meet them.

Insurance Broker

Ascension, LA residents can find help with insurance brokers. The brokers can provide information on what policies are available and what would be the best fit for the individual or family. They can also help with filing claims and answering any questions that may arise.

Retirement Planning

Financial advisors can help Ascension, LA residents with retirement planning by providing advice on how to save money and invest for the future. Advisors can also help retirees choose the right type of retirement account and make wise investment choices. Retirement planning is an important process that should not be taken lightly, and financial advisors can play a key role in ensuring that retirees have a secure future.

Wealth Management

Ascension, LA is a city with a lot of potential. But in order to reach that potential, the city needs effective wealth management. Wealth management can help Ascension residents achieve their financial goals and make the most of their resources. With the help of a wealth manager, Ascension can become a thriving city with opportunities for all its residents.

Estate Planning Lawyer

Estate planning lawyers can help Ascension, LA residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes after you die. They can also help you set up a power of attorney or health care proxy, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Ascension, LA residents in a number of ways. Mortgage loan officers are in the unique position to help potential homebuyers understand all their financing options and guide them through the entire process, from pre-approval to closing. They can also work with current homeowners who may be interested in refinancing their mortgage. In addition, mortgage loan officers often have access to special programs and rates that are not available to the general public.

Tax Services

Residents of Ascension, LA can benefit from the help of a tax accountant when it comes to preparing and filing their taxes. A good tax accountant can help ensure that residents get the most out of their tax return, as well as offer advice on how to reduce their taxable income. In addition, a tax accountant can help residents stay up-to-date on changes in the tax code that may affect them.


FAQs About Personal Financial Advisors in Ascension, LA