Best Financial Advisors in Baton Rouge, LA

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List of Firms

Baton Rouge, LA Fiduciary Financial Advisors

Evans Investment Advisors, LLC
SEC File# 801-69405
CRD# 147000
Location 6713 Perkins Rd, Baton Rouge, LA 70808, USA
Phone (225) 761-7870
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Prestridge Financial Management
Location 4608 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 412-6412
James Evans - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4610 Bluebonnet Blvd Ste A, Baton Rouge, LA 70809, USA
Phone (225) 442-3800
Edward Jones - Financial Advisor: Kathryn Traylor Johnson, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4315 Bluebonnet Blvd Suite A, Baton Rouge, LA 70809, USA
Phone (225) 293-0069
Merrill Lynch Wealth Management Advisor Brandon Ginn
Location 445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, USA
Phone (225) 388-9290
Dent Wealth Advisors
SEC File# 801-70786
CRD# 151943
Location 301 Main St Suite 1502, Baton Rouge, LA 70801, USA
Phone (225) 922-9955
Lee Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8201 Village Plaza Ct Ste 2B, Baton Rouge, LA 70810, USA
Phone (225) 766-4059
Peters Wealth Advisors, LLC
SEC File# 801-107186
CRD# 282428
Location 5800 One Perkins Pl #8a, Baton Rouge, LA 70808, USA
Phone (225) 766-4885
Graf Financial LLC
Location 2161 Quail Run Dr, Baton Rouge, LA 70808, USA
Phone (225) 223-6048
Burns Estate Planning & Wealth Advisors
SEC File# 801-117306
CRD# 305233
Location 8550 United Plaza Blvd #702, Baton Rouge, LA 70809, USA
Phone (800) 308-4416
Merrill Lynch Wealth Management Advisor Andrew K. Scholl
Location 445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, USA
Phone (225) 388-9201
Palmer Wealth Advisors - Ameriprise Financial Services, LLC
Location 8201 Village Plaza Ct Ste 2B, Baton Rouge, LA 70810, USA
Phone (225) 766-4059
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About Baton Rouge, LA

Baton Rouge is Louisiana's capital city. It is located on the east bank of the Mississippi River in the southeastern part of the state. Baton Rouge is home to Louisiana State University, Southern University, and other colleges and universities. The city's top employers are the state government, LSU, and Southern University. Baton Rouge's major highways and streets are I-10, I-12, US 61, and LA 30. The city's neighborhoods include the Garden District, Spanish Town, Mid City, and others.

Where Certified Financial Advisors in Baton Rouge, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a valuable resource for Baton Rouge, LA residents.There are many services banks can provide, such as savings and checking accounts, loans, and credit cards. Banks also offer other important services, such as wealth management and financial planning.Banks can be an important part of your financial security. They can help you save money, borrow money when you need it, and protect your assets. If you're looking for a safe place to keep your money, a bank is the best option.

Insurance Broker

Residents of Baton Rouge, LA have a lot to worry about, between the constant threat of floods and the recent string of violent crimes. But one thing they don't have to worry about is their insurance. Insurance brokers in Baton Rouge are experts in helping people find the right policies for their needs and budgets. They can help residents find coverage for everything from their home and car to their health and life. Brokers can also help residents navigate the complicated world of insurance, explaining all the options and helping them choose the policy that's best for them. And with so many brokers in Baton Rouge, there's sure to be one who's perfect for each resident.

Retirement Planning

Many Baton Rouge, LA residents are looking for ways to save for retirement. Financial advisors can help people in this area create a plan that will allow them to retire with ease. There are a variety of options that financial advisors can suggest, including investing in stocks, bonds, and real estate. They can also help people set up a retirement fund and offer advice on how much money they will need to have saved by the time they retire.

Wealth Management

Baton Rouge, LA is a city that has recently seen an increase in its wealth management sector. This can be attributed to the city's strong economy and growing population. Wealth management firms are now starting to see Baton Rouge as a viable market for their services and are beginning to set up shop in the area. The residents of Baton Rouge can benefit from this by working with these firms to create a financial plan that will help them grow their wealth.

Estate Planning Lawyer

Estate planning lawyers can help Baton Rouge, LA residents protect their assets and plan for the future. These lawyers can help residents create wills and trusts, and they can also help with estate tax planning. Estate planning lawyers can also help residents designate guardians for their children in case something happens to them.

Mortgage Loan Officer

Mortgage loan officers in Baton Rouge, LA can help residents by providing them with the best mortgage options. They can also help residents save money on their mortgage payments and get into the right home for their needs. Mortgage loan officers are knowledgeable about the different types of mortgages available, and they can work with residents to find the right one for them. Residents who are looking to buy a home should consult with a mortgage loan officer to learn more about their options.

Tax Services

Residents of Baton Rouge, LA can benefit from the help of a tax accountant. A good tax accountant can help residents save money on their taxes and ensure that they are in compliance with all state and federal regulations. In addition, a tax accountant can provide helpful advice on financial planning and investment opportunities.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Baton Rouge, LA