Best Financial Advisors in Caddo, LA

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List of Firms

Caddo, LA Fiduciary Financial Advisors

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Mark McCrocklin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 738 N Ashley Ridge Loop, Shreveport, LA 71106, USA
Phone (318) 861-3521
Directions
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Fulco Capital Management, LLC
5 out of 5
Location 910 Pierremont Rd Suite 410, Shreveport, LA 71106, USA
Phone (318) 861-8622
Directions
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Edward Jones - Financial Advisor: Jay Hayter
Location 839 Kings Hwy Suite 111, Shreveport, LA 71104, USA
Phone (318) 221-4441
Directions
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Edward Jones - Financial Advisor: Don Friday
Location 822 Pierremont Rd, Shreveport, LA 71106, USA
Phone (318) 219-2627
Directions
Financial Advisors in Caddo, LA

Where Certified Financial Advisors in Caddo, LA Serve

Caddo, LA is a vibrant city that boasts a plethora of landmarks and attractions. From the majestic Louisiana State Exhibit Museum to the stunning Shreveport Water Works Museum, there's no shortage of cultural and historical hotspots to explore. In terms of top employers, Caddo is home to a diverse range of companies, including the likes of Barksdale Air Force Base, Willis-Knighton Health System, and the Caddo Parish Public Schools. These organizations provide a wealth of job opportunities for residents and contribute significantly to the local economy. When it comes to transportation, Caddo is well-connected to the rest of the state and beyond via major highways and streets such as I-20, I-49, and US-71. This allows for easy access to neighboring cities and states, making it an ideal location for commuters and travelers alike. Finally, Caddo is made up of a variety of unique neighborhoods, each with its own distinct character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Caddo, LA can benefit greatly from the services of a financial advisor. With a median household income of around $40,000, many people in the area struggle to manage their finances effectively. A financial advisor can help them create a budget, prioritize their spending, and develop a long-term financial plan. They can also provide guidance on investing, retirement planning, and estate planning. Additionally, with Caddo Parish having a poverty rate of 22.7%, a financial advisor can help low-income families access resources and programs that can alleviate financial stress and improve their overall financial health. Overall, a financial advisor can be a valuable resource for residents of Caddo, LA who want to improve their financial stability and achieve their financial goals.

Insurance Broker

Residents of Caddo, LA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the specific needs of the residents. For example, in Caddo, LA, where there is a high risk of flooding, an insurance broker can help residents find flood insurance policies that provide adequate coverage. Additionally, an insurance broker can help residents navigate the complex world of insurance, explaining the different types of policies and coverage options available. This can be especially helpful for those who are new to the area or unfamiliar with the insurance industry. Overall, an insurance broker can provide invaluable assistance to residents of Caddo, LA in protecting their homes, businesses, and personal assets.

Retirement Planning

Residents of Caddo, LA could benefit greatly from a retirement planner in a variety of ways. One of the most common ways is by creating a personalized retirement plan that takes into account the unique financial landscape of Caddo, LA. With a planner's help, residents can determine how much they need to save for retirement, what types of investments are best suited for their goals, and how to minimize taxes and other expenses. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. Overall, a retirement planner can provide peace of mind and financial security for residents of Caddo, LA as they plan for their golden years.

Wealth Management

Residents of Caddo, LA could greatly benefit from the services of a wealth manager in a number of ways. For instance, a wealth manager could assist residents with creating a personalized financial plan that takes into account their unique financial goals and circumstances. This could include everything from setting up a retirement savings plan to creating a budget that helps them manage their day-to-day expenses. Additionally, a wealth manager could help residents navigate the complex world of investing, providing guidance and expertise on everything from stocks and bonds to real estate and alternative investments. With Caddo, LA being a diverse community with a mix of urban and rural areas, a wealth manager could also provide valuable advice on estate planning, tax strategies, and other financial matters that are specific to the region. Overall, a wealth manager could be an invaluable resource for residents of Caddo, LA who are looking to build a secure financial future for themselves and their families.

Mortgage Loan Officer

Residents of Caddo, LA can benefit from the services of a mortgage loan officer in a number of ways. Firstly, a mortgage loan officer can assist residents in securing financing for their dream homes, whether they are first-time homebuyers or seasoned investors. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. In a city like Caddo, LA, where the median home value is around $150,000, the expertise of a mortgage loan officer can be invaluable in navigating the complex world of home financing. With their knowledge of local housing markets and lending practices, mortgage loan officers can help residents find the best possible rates and terms for their specific needs.

Tax Services

Residents of Caddo, LA can benefit greatly from the services of a tax advisor. With Louisiana's complex tax laws and regulations, a tax advisor can help individuals navigate the system and ensure that they are not overpaying or underpaying taxes. In particular, Caddo, LA residents may need assistance with understanding the state's unique tax credits and exemptions, such as the Louisiana School Readiness Tax Credit or the Louisiana Citizens Property Insurance Corporation Assessment Credit. A tax advisor can also help residents with tax planning and preparation, ensuring that they are taking advantage of all available deductions and minimizing their tax liability. Overall, a tax advisor can provide valuable guidance and support to Caddo, LA residents in navigating the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Caddo, LA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets after they pass away. This can include creating a will, establishing trusts, and designating beneficiaries for life insurance policies and retirement accounts. An estate planning lawyer can also help residents minimize estate taxes and ensure that their loved ones are taken care of in the event of incapacity or disability. In Caddo, LA specifically, an estate planning lawyer can help residents navigate the state's complex probate laws and ensure that their estate is distributed according to their wishes.

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