Best Financial Advisors in Lafayette, LA

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Lafayette, LA Fiduciary Financial Advisors

Wealth Advisors
SEC File# 801-113020
CRD# 130478

5 out of 5

Location 1525 Camellia Blvd, Lafayette, LA 70508, USA
Phone (337) 761-7000
Magnolia Wealth Strategies
Location 102 Versailles Blvd # 808, Lafayette, LA 70501, USA
Phone (337) 254-3103
Edward Jones - Financial Advisor: Clay Begnaud

5 out of 5

Location 3861 Ambassador Caffery Pkwy Suite 120, Lafayette, LA 70503, USA
Phone (337) 456-8618
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About Lafayette, LA

Lafayette is a city in Louisiana with a population of around 120,000. The city is located on the Vermilion River and is well-known for its Cajun culture. Some of the city's landmarks include the Cathedral of Saint John the Evangelist, the Lafayette Science Museum, and the USS Kidd Museum. The top employers in Lafayette are LHC Group, CGI Federal, and Schumacher Group. Major highways and streets in Lafayette include I-49, US 167, andLA 3129. The neighborhoods in Lafayette include Acadiana Mall Area, Cajun Village, Downtown Lafayette, Girard Park Area, Northside, Southside, and Youngsville.

Where Certified Financial Advisors in Lafayette, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lafayette, LA residents have a variety of banking services to choose from. Banks can provide checking and savings accounts, credit cards, mortgages, and loans. They can also provide investment advice, insurance products, and online banking. Residents should compare the services offered by different banks in order to find the best fit for their needs.

Insurance Broker

Residents of Lafayette, LA can benefit from the services of insurance brokers. These professionals can help policyholders find the best rates and coverage for their needs. In addition, insurance brokers can assist those who are looking for new policies in finding a plan that meets their specific requirements.

Retirement Planning

Lafayette, LA residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents understand what they need to save in order to have a comfortable retirement. Advisors can also provide guidance on how to invest money for the best return on investment. Residents of Lafayette, LA should consider working with a financial advisor to create a retirement plan that meets their needs.

Wealth Management

Lafayette, LA residents who are looking for a comprehensive wealth management plan can benefit from the services of a professional financial planner. A good wealth manager will help you to set realistic goals and create a roadmap to achieving them. They will also help you to stay on track with your investment portfolio and make sure that you are taking full advantage of all available tax breaks.

Estate Planning Lawyer

Estate planning lawyers in Lafayette, LA can help 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 residents avoid costly and time-consuming probate proceedings. Additionally, estate planning lawyers can provide guidance on tax issues and how to best structure one's estate to minimize taxes.

Mortgage Loan Officer

Mortgage loan officers in Lafayette, LA can help residents by providing them with the best mortgage products and services available. By working with a mortgage loan officer, residents can be sure that they are getting the best possible rate on their mortgage, and that they are taking out a product that is right for their needs. Additionally, mortgage loan officers can help residents understand the terms of their mortgage, and work with them to find a payment plan that fits into their budget.

Tax Services

Residents of Lafayette, LA can benefit in a number of ways from the services of a tax accountant. In addition to preparing and filing tax returns, tax accountants can offer advice on how to reduce taxable income and save money on taxes. They can also help residents take advantage of deductions and credits they may be eligible for. And if there is ever an audit, the tax accountant will be there to represent the taxpayer.


FAQs About Personal Financial Advisors in Lafayette, LA