Best Financial Advisors in Jefferson, LA

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Jefferson, LA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Debbie S Hughes
Location 7105 Jefferson Hwy # C, Harahan, LA 70123, USA
Phone (504) 737-2208
Plum Street Advisors LLC
Location 1133 Lowerline St, New Orleans, LA 70118, USA
Phone (800) 983-6335
Edward Jones - Financial Advisor: Richard S Broussard
Location 5736 Citrus Blvd Suite 104, Harahan, LA 70123, USA
Phone (504) 729-2425
Edward Jones - Financial Advisor: Evan M Aucoin
Location 1847 Dock St Suite 102, Harahan, LA 70123, USA
Phone (504) 734-0528
Financial Advisors in Jefferson, LA

Where Certified Financial Advisors in Jefferson, LA Serve

Jefferson, LA is a small town located in the southeast corner of Louisiana. It is home to a few major landmarks, including the Jefferson Parish Courthouse and the Pontchartrain Center. The top employers in Jefferson are JP Morgan Chase, Walgreens, and Lowe's. Major highways and streets in Jefferson include Airline Drive and Veterans Memorial Boulevard. The most popular neighborhoods in Jefferson are Old Metairie and River Ridge.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jefferson Parish, LA have a number of banking options to choose from. Local banks offer a variety of services, including checking and savings accounts, loans, and mortgages. They also provide customers with access to ATMs and debit cards. Some local banks offer online banking and mobile banking apps that allow customers to conduct transactions on the go.

Insurance Broker

Residents of Jefferson, LA can benefit from the services of insurance brokers. Brokers can help residents find the best insurance policies for their needs, and they can also help residents file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Financial advisors are a great resource for Jefferson, LA residents when it comes to retirement planning. They can help you create a plan that is tailored specifically to your needs and goals, and will help ensure that you have enough money saved up to live comfortably in retirement. Advisors can also help you make smart investments that will provide a steady income in retirement. If you are looking for help with retirement planning, consult a financial advisor today.

Wealth Management

Residents of Jefferson, LA can take advantage of wealth management services to help them reach their financial goals. Wealth management is a process that involves creating and implementing a plan to grow, protect, and distribute an individual or family's wealth. There are many different aspects to wealth management, including investment planning, estate planning, risk management, and tax planning. Jefferson, LA residents can work with a wealth manager to create a customized plan that will meet their specific needs. A wealth manager can help you save money on taxes, invest your money wisely, and protect your assets in case of an emergency. If you're looking for peace of mind when it comes to your finances, then contact a wealth manager today.

Estate Planning Lawyer

Estate planning lawyers help Jefferson, LA residents create a will or trust. They can also help with guardianship and estate tax issues. an important part of estate planning is making sure your assets are passed on to the people you want to receive them after you die. This can be a difficult process, especially if you have a large estate. An estate planning lawyer can make sure everything is done according to your wishes and that all the necessary paperwork is filed correctly.

Mortgage Loan Officer

Mortgage loan officers can help Jefferson, LA residents in a variety of ways. One way is by helping them to find the best mortgage for their needs. This may include finding the right type of mortgage, the best interest rate, and the most appropriate loan term. Mortgage loan officers can also help borrowers to avoid common mistakes that can lead to costly problems down the road. For example, they can advise borrowers on how to properly budget for a new mortgage, and how to stay on top of their monthly payments. Finally, mortgage loan officers can provide valuable support during the home buying process, from start to finish.

Tax Services

Tax accountants in Jefferson, LA can help residents with their tax preparation and filing needs. They can also provide advice on how to get the most out of your tax return, and they may be able to find deductions and credits that you didn't know about.


FAQs About Personal Financial Advisors in Jefferson, LA