Best Financial Advisors in Covington, LA

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List of Firms

Covington, LA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jarod Hopper
SEC File# 801-3297
CRD# 250
5 out of 5
Location 621 B River Highland Blvd, Covington, LA 70433, USA
Phone (985) 875-0400
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
American Investment Professionals
Location 1819 N Columbia St, Covington, LA 70433, USA
Phone (985) 773-1213
Branch Wealth Strategies
5 out of 5
Location 201 Holiday Blvd #400, Covington, LA 70433, USA
Phone (504) 520-8048
Eagle Strategies LLC: Gregory S. Shelton
Location 832 E Boston St STE 13, Covington, LA 70433, USA
Phone (985) 867-0090
Pinecrest Investments LLC
Location 42 Pine Crest Dr, Covington, LA 70433, USA
Phone (985) 892-0456
Rice Voelker LLC
Location 327 N Columbia St, Covington, LA 70433, USA
Phone (985) 898-3477
McLoughlin Financial, LLC.
Location 357 Del Sol E, Covington, LA 70433, USA
Phone (985) 302-5073
Paradiem
SEC File# 801-110924
CRD# 158200
5 out of 5
Location 510 N Jefferson Ave, Covington, LA 70433, USA
Phone (985) 727-0770
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
BEAM Wealth Advisors, Inc
SEC File# 801-60334
CRD# 109867
Location 72096 Ramos Ave # D, Covington, LA 70433, USA
Phone (800) 256-5221
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
Advanced Financial Concepts
SEC File# 801-69651
CRD# 147309
5 out of 5
Location 109 Innwood Dr, Covington, LA 70433, USA
Phone (985) 898-2241
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: 8:30 AM – 4:30 PM Sunday: 8:30 AM – 4:30 PM
Audubon Capital
Location 217 N Columbia St, Covington, LA 70433, USA
Phone (985) 635-6004
Carl Investment
Location 217 N Columbia St, Covington, LA 70433, USA
Phone (985) 635-6009
Financial Management
Location 1123 S Tyler St, Covington, LA 70433, USA
Phone (985) 893-2421
Simon & Simon Financial LLC
5 out of 5
Location 1123 S Tyler St, Covington, LA 70433, USA
Phone (985) 900-2510
Enerfax Financial Services
Location 18 Woodvine Ct, Covington, LA 70433, USA
Phone (985) 893-9225
Asset Planning Services Inc
SEC File# 801-29419
CRD# 104715
Location 509 W 21st Ave, Covington, LA 70433, USA
Phone (985) 867-8679
Snow Financial Group, LLC
5 out of 5
Location 127 W 21st Ave, Covington, LA 70433, USA
Phone (985) 792-5232
Benchmark Investments
Location 2301 U.S. Hwy 190, Covington, LA 70433, USA
Phone (985) 635-0770
Oban Wealth Management
Location 72096 Ramos Ave, Covington, LA 70433, USA
Phone (504) 520-9484
Advocacy Financial, LLC / Joe Prisco, JD, CFP®
Location 512 S Tyler St, Covington, LA 70433, USA
Phone (888) 787-4590
Edward Jones - Financial Advisor: Andy Bean
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9 Starbrush Cir Suite 202, Covington, LA 70433, USA
Phone (985) 900-2366
Bryan O'Rourke Business Advisor, Author, Keynote Speaker, Investor & Fitness Industry Expert
Location 427 N Theard St, Covington, LA 70433, USA
Phone (504) 957-7646
Wealthcare Services
5 out of 5
Location 1978 U.S. Hwy 190 A, Covington, LA 70433, USA
Phone (985) 892-6125
Tungway Investments LLC
Location 1015 W 11th Ave, Covington, LA 70433, USA
Phone (985) 892-9712
Edward Jones - Financial Advisor: Ryan A Mitrik
SEC File# 801-3297
CRD# 250
5 out of 5
Location 621 B River Highland Blvd, Covington, LA 70433, USA
Phone (985) 875-0400
Pritchard Capital Partners Llc
Location 434 N Columbia St, Covington, LA 70433, USA
Phone (985) 809-7000
Edward Jones - Financial Advisor: Robert Smith
SEC File# 801-3297
CRD# 250
5 out of 5
Location 820 E Boston St A-6, Covington, LA 70433, USA
Phone (985) 867-3325
Edward Jones - Financial Advisor: Kenny McDaniel, CRPC®
SEC File# 801-3297
CRD# 250
Location 1200 Business, N Hwy 190 Suite 21, Covington, LA 70433, USA
Phone (985) 893-4742
Edward Jones - Financial Advisor: Debbie Stuart, AAMS™|CRPC®
Location 5001 Hwy 190 East Service Rd Suite A2, Covington, LA 70433, USA
Phone (985) 892-6154
Live Oak Wealth Management
5 out of 5
Location 7020 U.S, Hwy 190 West Service Rd A, Covington, LA 70433, USA
Phone (985) 624-8916
Paul R Morris, CLU, ChFC, AEP
SEC File# 801-66368
CRD# 134086
Location 214 E Gibson St, Covington, LA 70433, USA
Phone (985) 892-6370
Advantage Financial Services - Covington
4 out of 5
Location 857 N Collins Blvd, Covington, LA 70433, USA
Phone (985) 892-5536
Texada Wealth Management
Location 404 E Gibson St Suite 2D, Covington, LA 70433, USA
Phone (985) 888-1099
Healthcare Financial Management
Location 90 Louis Prima Dr, Covington, LA 70433, USA
Phone (985) 801-0581
Mercer Advisors Wealth Management
Location 100 N Tyler St, Covington, LA 70433, USA
Phone (985) 898-0450
Access Financial Co-Covington
5 out of 5
Location 2200 N Hwy 190 ste c, Covington, LA 70433, USA
Phone (985) 875-1919
Edward Jones - Financial Advisor: Timothy J McKinley
SEC File# 801-3297
CRD# 250
Location 820 E Boston St A-6, Covington, LA 70433, USA
Phone (985) 867-3325
Edward Jones - Financial Advisor: Bill Petersen Jr, AAMS™
SEC File# 801-3297
CRD# 250
Location 1200 Bus, N Hwy 190 Suite 21, Covington, LA 70433, USA
Phone (985) 893-4742
Experitas Group
Location 109 New Camellia Blvd, Covington, LA 70433, USA
Phone (985) 206-9235
Triump Investment Group
Location Covington, LA 70433, USA
Phone (985) 246-6491
Financial Advisors in Covington, LA

Where Certified Financial Advisors in Covington, LA Serve

Covington is located in southeast Louisiana and is part of the New Orleans metropolitan area. It is situated on the banks of the beautiful Tchefuncte River and is home to a variety of businesses and industries. Some of the city's top employers include Walmart, Duke Energy, and Georgia-Pacific. Major highways and streets in Covington include Highway 190 and US Highway 51. Some of the city's most prominent neighborhoods include North Covington, Old Mandeville, and Abita Springs.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Covington, LA have a variety of banking services to choose from. Commercial banks offer checking and savings accounts, certificates of deposit, mortgages, and personal loans. Credit unions offer similar products and services but may have more flexible membership requirements. Both commercial banks and credit unions offer debit cards and ATM access. Many banks now offer mobile banking which allows customers to check account balances, make deposits, and pay bills using their smartphones or other mobile devices.

Insurance Broker

Covington, LA residents can benefit from the services of insurance brokers. Insurance brokers can help Covington, LA residents find the best rates and coverage for their needs. They can also help Covington, LA residents file claims and get reimbursed for damages.

Retirement Planning

Financial advisors can help Covington, LA residents with retirement planning in a number of ways. They can provide guidance on how much money to save each month, how to invest that money, and when to start withdrawing it. Advisors can also help retirees stay on top of their investments, make changes as needed, and avoid common mistakes. In short, financial advisors are an important resource for anyone preparing for retirement.

Wealth Management

Covington, LA is a city with a lot of potential. But without the proper wealth management plan in place, that potential could go unrealized. A good wealth management plan will help Covington residents protect their assets and grow their net worth. It will also help them prepare for retirement and other financial milestones. If you're looking for reliable financial advice, contact a wealth manager today. They can help you create a custom plan that's right for your needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Covington, LA can help residents protect their assets and plan for the future. Residents of Covington, LA can benefit from working with an estate planning lawyer to create a will, power of attorney, and healthcare directive. These documents can help ensure that your assets are distributed according to your wishes after you die, and that you have someone you trust making decisions on your behalf if you become unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Covington, LA can help residents get the best home loans for their needs. They can also offer advice on choosing the right mortgage and getting the best interest rate. In addition, mortgage loan officers can help residents understand all of the terms of their mortgages, and they can provide assistance with any problems that may arise during the life of the loan.

Tax Services

Tax accountants can help Covington, LA residents by ensuring they are taking advantage of all the tax breaks and deductions to which they are entitled. They can also help residents plan their finances in a way that minimizes their tax liability. In addition, tax accountants can help businesses in Covington, LA make sure they are paying the correct amount of taxes and take advantage of any tax breaks available to them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Covington, LA