Best Financial Advisors in Calcasieu, LA

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List of Firms

Calcasieu, LA Fiduciary Financial Advisors

FMP Wealth Advisers
SEC File# 801-30367
CRD# 110270
Location 4841 Ihles Rd, Lake Charles, LA 70605, USA
Phone (337) 433-4334
Edward Jones - Financial Advisor: Bill Hambor
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4070 Nelson Rd Ste 400, Lake Charles, LA 70605, USA
Phone (337) 477-0040
Merrill Lynch Wealth Management
Location 1 Lakeshore Dr, Lake Charles, LA 70629, USA
Phone (337) 437-4742
Terrell & Associates, LLC

5 out of 5

Location 625 W College St, Lake Charles, LA 70605, USA
Phone (337) 474-4025
James Donovan Mulvey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4110 Lake St Ste 100, Lake Charles, LA 70605, USA
Phone (337) 477-1866
Edward Jones - Financial Advisor: Scott O'Pry, AAMS™
Location 201 W College St B, Lake Charles, LA 70605, USA
Phone (337) 478-8006
Edward Jones - Financial Advisor: Joe Evans, CFP®
Location 415 W Main St, Winnfield, LA 71483, USA
Phone (318) 648-1003
Edward Jones - Financial Advisor: Semmes R White, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 179 Del Orleans, Denham Springs, LA 70726, USA
Phone (225) 664-9798
Edward Jones - Financial Advisor: Ryan P Day, CRPS™
SEC File# 801-3297
CRD# 250
Location 1000 Chinaberry Dr Suite 904, Bossier City, LA 71111, USA
Phone (318) 746-9655
Edward Jones - Financial Advisor: Don Friday
Location 822 Pierremont Rd, Shreveport, LA 71106, USA
Phone (318) 219-2627
Edward Jones - Financial Advisor: Frank D Finchum, AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 347 Heather Dr, Opelousas, LA 70570, USA
Phone (337) 942-8727
Edward Jones - Financial Advisor: Kenneth J Aucoin Jr, CFP®|AAMS™
Location 1847 Dock St Suite 102, Harahan, LA 70123, USA
Phone (504) 734-0528
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About Calcasieu, LA

Calcasieu is a parish located in southwestern Louisiana. The parish seat is Lake Charles, which is also the largest city in the parish. Other major cities in the parish include Sulphur and Westlake. The economy of Calcasieu Parish is based largely on energy production, with several chemical plants and refineries located in the area. Other major industries include logging and seafood processing. Major employers in the area include Sasol, Citgo, and Quaker Oats. The major highways and streets in Calcasieu Parish are Interstate 10, U.S. Route 171, and Louisiana Highway 397. The major neighborhoods in the parish are Lake Charles, Sulphur, Westlake, and DeQuincy., with everything from wealthy suburbs to low-income inner-city neighborhoods.

Where Certified Financial Advisors in Calcasieu, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

As a resident of Calcasieu Parish, LA, you are likely familiar with the various services that banks provide. Banks offer a variety of services to meet the needs of their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards.Banks also offer other services such as online banking and bill pay. This allows customers to conduct their banking business online without having to go to the bank in person. This can be convenient for those who live far from a bank or who have busy schedules.

Insurance Broker

Residents of Calcasieu, LA can benefit from the services of insurance brokers. These professionals can help residents find the right type of coverage for their needs, and they can also save them money on their premiums. In addition, insurance brokers are knowledgeable about the insurance industry and can help residents file claims quickly and easily.

Retirement Planning

Financial advisors in Calcasieu, LA can help residents with retirement planning. They can provide information on 401ks and other investment options, as well as advice on how to save for retirement. Advisors can also help retirees make the most of their income and assets during retirement.

Wealth Management

Wealth management is an important service for residents of Calcasieu Parish, LA. There are many different options when it comes to wealth management, and it's important to find the right one for you. A good wealth management firm will help you make smart financial decisions that can benefit you in the long run. They can also help you save money and plan for your future.

Estate Planning Lawyer

Estate planning lawyers can help Calcasieu, LA residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help people avoid probate and ensure that their heirs receive what they are entitled to. In addition, estate planning attorneys can provide guidance on tax issues and other legal matters related to death.

Mortgage Loan Officer

Mortgage loan officers in Calcasieu, LA can help residents by providing them with the best home loans available. They have a variety of loans to choose from, and they can work with you to find the right one for your needs. They will also work with you to get the best interest rate possible, and they will help you through the entire process so that it is as easy as possible.

Tax Services

Tax accountants can help Calcasieu, LA residents prepare their tax returns and ensure they are taking advantage of all available tax deductions and credits. They can also help businesses in the area file their taxes and navigate the complex tax code. Tax accountants can save residents and businesses time and money, and they can help them avoid costly mistakes.


FAQs About Personal Financial Advisors in Calcasieu, LA