Best Financial Advisors in East Baton Rouge, LA

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List of Firms

East Baton Rouge, LA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tyler C Juneau, CFP®|CRPC™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 14635 S Harrell, S Harrells Ferry Rd Suite 5C, Baton Rouge, LA 70816, USA
Phone (225) 756-4888
Legacy Wealth Partners

5 out of 5

Location 4600 Sherwood Common Blvd STE 201, Baton Rouge, LA 70816, USA
Phone (225) 303-0362
UDB Financial - Ameriprise Financial Services, LLC
Location 12508 Coursey Blvd Ste B, Baton Rouge, LA 70816, USA
Phone (225) 756-1755
TWRU CPAs & Financial Advisors

4 out of 5

Location 527 E Airport Ave, Baton Rouge, LA 70806, USA
Phone (225) 926-1050
Language http://twru.com/
Cornerstone Wealth
SEC File# 801-112164
CRD# 289971
Location 4021 W E Heck Ct Ste. D-3, Baton Rouge, LA 70816, USA
Phone (225) 612-3400
Lee Dougherty & Ferrara
Location 4611 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 757-1177
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
Jim Risher - Financial Advisor, Ameriprise Financial Services, LLC
Location 7907 Wrenwood Blvd Ste A, Baton Rouge, LA 70809, USA
Phone (225) 927-7727
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About East Baton Rouge, LA

East Baton Rouge Parish is located in southeastern Louisiana. The parish seat is Baton Rouge, which is also the capital of Louisiana. The parish has a population of approximately 440,000 people. Some of the major landmarks in East Baton Rouge Parish include the State Capitol Building, the USS Kidd Veterans Memorial Museum, and the Magnolia Mound Plantation House. Some of the top employers in East Baton Rouge Parish include LSU Health Sciences Center, Blue Cross and Blue Shield of Louisiana, and Walmart. Major highways and streets in East Baton Rouge Parish include I-10, I-12, and US 190. Some of the neighborhoods in East Baton Rouge Parish include Scotlandville, Central Business District, and Garden District.

Where Certified Financial Advisors in East Baton Rouge, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Baton Rouge Parish, LA have a variety of banking services to choose from. Commercial banks offer checking and savings accounts, certificates of deposit (CDs), loans, and credit cards. They also provide other services such as wire transfers, online banking, and bill pay. Credit unions offer many of the same services as commercial banks but may have more favorable interest rates on loans and CDs. Some banks focus on specific products or services, such as mortgages or investment advice. Others cater to a particular demographic, such as young people or businesses.

Insurance Broker

Residents of East Baton Rouge, LA can find help with their insurance needs from local brokers. These professionals can assist clients in finding the best coverage for their needs, and they can also provide support during the claims process. In addition to helping residents choose the right policies, insurance brokers in East Baton Rouge can also provide advice on how to reduce premiums and make sure that clients are fully protected.

Retirement Planning

East Baton Rouge, LA residents who are looking for help with retirement planning can find financial advisors who can assist them. Financial advisors can help individuals understand what they need to do in order to have a successful retirement. They can also provide guidance on how to save for retirement and how to make the most of investments. East Baton Rouge, LA residents should research financial advisors before choosing one to work with. It is important to find an advisor who understands the individual's needs and who has experience helping people plan for retirement.

Wealth Management

East Baton Rouge, LA is a city that is known for its high crime rates and economic struggles. However, with the help of wealth management services, its residents can improve their financial situations and quality of life. Wealth management can provide East Baton Rouge residents with advice on how to save money, invest in property and stocks, and protect their assets. In addition, wealth management can help residents reduce or avoid taxes on their income and investments. As a result, East Baton Rouge residents can benefit from improved finances and a better quality of life.

Estate Planning Lawyer

Estate planning lawyers can help East Baton Rouge, LA residents create a will and other estate planning documents. This can help ensure that your assets are distributed according to your wishes after you die. Additionally, estate planning attorneys can help you set up trusts and other mechanisms to protect your assets during your lifetime. If you live in East Baton Rouge, LA and are interested in estate planning, please contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers can help East Baton Rouge, LA residents by providing them with the best mortgage products and services available. By working with a qualified loan officer, residents can rest assured that they are getting the best possible deal on their mortgage. Loan officers can also help residents understand the complex process of obtaining a mortgage, and they can provide advice and support throughout the entire lending process.

Tax Services

Tax accountants can help East Baton Rouge, LA residents by preparing their taxes and helping them file for any tax credits or deductions they may be eligible for. They can also help businesses in the area file their taxes and claim any credits or deductions they may be eligible for. Tax accountants can help make the tax filing process easier and less stressful for East Baton Rouge, LA residents and businesses.

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