Best Financial Advisors in Metairie, LA

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List of Firms

Metairie, LA Fiduciary Financial Advisors

Michael Murphy - Raymond James
Location 1 Galleria Blvd #735, Metairie, LA 70001, USA
Phone (504) 837-1733
Edward Jones - Financial Advisor: Alex Brignac, CFP®
SEC File# 801-3297
CRD# 250
Location 4501 W Napoleon Ave Suite 102, Metairie, LA 70001, USA
Phone (504) 887-7784
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: Closed Sunday: Closed
Edward Jones - Financial Advisor: Brian R Seay, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 3500 N Causeway Blvd STE 108, Metairie, LA 70002, USA
Phone (504) 454-0695
ADG Wealth Management
SEC File# 801-81006
CRD# 132341
Location 433 Metairie Rd STE 500, Metairie, LA 70005, USA
Phone (504) 267-9880
Daniel Herrera - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1620, Metairie, LA 70001, USA
Phone (504) 322-2978
Tim Sandman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3351 Severn Ave Ste 304, Metairie, LA 70002, USA
Phone (504) 846-5100
Edward Jones - Financial Advisor: Kirk A Delaune, AAMS¿
SEC File# 801-3297
CRD# 250

3 out of 5

Location 3343 Metairie Rd Ste 5, Metairie, LA 70001, USA
Phone (504) 835-1653
Benefit Planning Group
SEC File# 801-67243
CRD# 141849

5 out of 5

Location 2817 Athania Pkwy, Metairie, LA 70002, USA
Phone (504) 833-3434
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 6:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 6:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Bryon J Hatrel, CFP®|CLU®
SEC File# 801-3297
CRD# 250
Location 3547 N Hullen St k, Metairie, LA 70002, USA
Phone (504) 456-9654
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 – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Jeanne B Youngblood
SEC File# 801-3297
CRD# 250
Location 6660 Riverside Dr STE 207, Metairie, LA 70003, USA
Phone (504) 779-8263
Theresa Barnard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3939 N Causeway Blvd Ste 401, Metairie, LA 70002, USA
Phone (504) 889-1704
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Waterfront Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 3939 N Causeway Blvd Ste 401, Metairie, LA 70002, USA
Phone (504) 889-1704
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 4412 Trenton St, Metairie, LA 70006, USA
Phone (800) 297-4575
Edward Jones - Financial Advisor: Jeff Brignac
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4501 W Napoleon Ave Suite 102, Metairie, LA 70001, USA
Phone (504) 887-7784
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 3900 N Causeway Blvd Suite 100, Metairie, LA 70002, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Dardis Couvillon & Associates
Location 2121 Airline Dr Suite 580, Metairie, LA 70001, USA
Phone (504) 828-3052
TruWealth Advisors, LLC
SEC File# 801-119073
CRD# 306876
Location 2700 Lake Villa Dr Suite 200, Metairie, LA 70002, USA
Phone (504) 779-7799
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
Burns Estate Planning & Wealth Advisors
SEC File# 801-117306
CRD# 305233

3 out of 5

Location 3900 N Causeway Blvd #1200, Metairie, LA 70002, USA
Phone (800) 308-4416
Faubourg Private Wealth

4 out of 5

Location 2800 Veterans Memorial Blvd, Metairie, LA 70002, USA
Phone (504) 321-0923
Edward Jones - Financial Advisor: Victoria L Marcello
SEC File# 801-3297
CRD# 250
Location 4141 Veterans Memorial Blvd Suite 200, Metairie, LA 70002, USA
Phone (504) 885-4399
Jack L. Sloan, CFP

5 out of 5

Location 3421 N Causeway Blvd Suite 402, Metairie, LA 70002, USA
Phone (504) 835-2014
Gregory Ricks & Associates - Total Wealth Authority

5 out of 5

Location 2800 Veterans Memorial Blvd Suite 170, Metairie, LA 70002, USA
Phone (504) 832-9200
Edward Jones - Financial Advisor: Daniel Toro Jr, CFP®|ChFC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 401 Veterans Blvd Suite 100, Metairie, LA 70005, USA
Phone (504) 833-1941
Edward Jones - Financial Advisor: Daniel Lumetta, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4141 Veterans Memorial Blvd Suite 200, Metairie, LA 70002, USA
Phone (504) 885-4399
Planning Associates Wealth Management
Location 3501 N Causeway Blvd Suite 104, Metairie, LA 70002, USA
Phone (504) 605-1015
Castrinos Financial
Location 2901 N Causeway Blvd, Metairie, LA 70002, USA
Phone (504) 828-3760
Preservation Wealth Management, LLC

5 out of 5

Location 3500 N Causeway Blvd STE 120, Metairie, LA 70002, USA
Phone (504) 644-4340
Edward Jones - Financial Advisor: Warren B Wyble
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3508 Severn Ave, Metairie, LA 70002, USA
Phone (504) 456-4808
Goudeau Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1111, Metairie, LA 70001, USA
Phone (504) 837-6541
Gin Wealth Management Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1620, Metairie, LA 70001, USA
Phone (504) 837-1402
Christopher Gleber - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1620, Metairie, LA 70001, USA
Phone (504) 322-2973
William Robert Duncan Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4501 W Napoleon Ave Ste 110, Metairie, LA 70001, USA
Phone (504) 887-9355
Troy G Macaluso - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4501 W Napoleon Ave Ste 110, Metairie, LA 70001, USA
Phone (504) 887-9355
Andrew R Fallo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3351 Severn Ave Ste 104, Metairie, LA 70002, USA
Phone (504) 628-5705
Jennifer Slimmer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1111, Metairie, LA 70001, USA
Phone (504) 837-6541
Peter Lovecchio - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd #1620, Metairie, LA 70001, USA
Phone (504) 837-0621
Gray L Goudeau - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1111, Metairie, LA 70001, USA
Phone (504) 837-6541
Edward Jones - Financial Advisor: Tiffany Harvill, CRPC®
SEC File# 801-3297
CRD# 250
Location 3300 W Esplanade Ave S Suite 215, Metairie, LA 70002, USA
Phone (504) 309-8290
Financial Consulting Group

5 out of 5

Location 111 Veterans Memorial Blvd #1506, Metairie, LA 70005, USA
Phone (504) 835-1707
Besselman Wealth Planners
SEC File# 801-42017
CRD# 7461
Location 111 Veterans Blvd Suite 230, Metairie, LA 70005, USA
Phone (504) 831-3506
Darren Olivio - Raymond James
Location 111 Veterans Blvd, Metairie, LA 70005, USA
Phone (504) 835-1707
Beacon Pointe Advisors
SEC File# 801-60943
CRD# 119290
Location 3000 21st St, Metairie, LA 70002, USA
Phone (504) 309-6911
Edward Jones - Financial Advisor: Kevin M Stierwald, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 6660 Riverside Dr Suite 207, Metairie, LA 70003, USA
Phone (504) 779-8263
Good Financial Group
Location 3445 N Causeway Blvd STE 903, Metairie, LA 70002, USA
Phone (504) 224-2793
Rufus Cressend - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3939 N Causeway Blvd Ste 401, Metairie, LA 70002, USA
Phone (504) 889-1704
Andrew R Seabough - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3939 N Causeway Blvd Ste 401, Metairie, LA 70002, USA
Phone (504) 889-1704
ProGen Financial Consulting, LLC
SEC File# 801-80344
CRD# 169329
Location 2750 Lake Villa Dr Suite 305 -D, Metairie, LA 70002, USA
Phone (504) 982-1066
Edward Jones - Financial Advisor: Tyler M Hatrel, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3926 Barron St Suite B110, Metairie, LA 70002, USA
Phone (504) 456-6332
Charles Thensted - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Galleria Blvd Ste 1620, Metairie, LA 70001, USA
Phone (504) 322-2974
Northwestern Mutual

5 out of 5

Location 111 Veterans Memorial Blvd STE 940, Metairie, LA 70005, USA
Phone (504) 831-8146
Edward Jones - Financial Advisor: Lisa C Calongne, AAMS¿
SEC File# 801-3297
CRD# 250
Location 3000 W Esplanade Ave Suite 100, Metairie, LA 70002, USA
Phone (504) 875-4058
James Ray - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3939 N Causeway Blvd #401, Metairie, LA 70002, USA
Phone (504) 889-1704
Scot Billeaudeau - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3939 N Causeway Blvd Ste 401, Metairie, LA 70002, USA
Phone (504) 388-0462
Charles Genois & Co LLC
Location 110 Veterans Memorial Blvd #400, Metairie, LA 70005, USA
Phone (504) 836-0512
TIAA Financial Services
Location 3900 N Causeway Blvd Suite 1200, Metairie, LA 70002, USA
Phone (866) 842-2951
John Gin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1 Galleria Blvd Ste 1620, Metairie, LA 70001, USA
Phone (504) 837-1402
Michael R Stephens - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2955 Ridgelake Dr Ste 103, Metairie, LA 70002, USA
Phone (504) 837-7989
Robin Pati - Thrivent
Location 2405 N Atlanta St, Metairie, LA 70003, USA
Phone (504) 439-1261
Gary Alfonso - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3351 Severn Ave Ste 104, Metairie, LA 70002, USA
Phone (504) 831-0515
Edward Jones - Financial Advisor: Bryan M Gross
SEC File# 801-3297
CRD# 250
Location 2700 Metairie Rd Suite B2, Metairie, LA 70001, USA
Phone (504) 835-6807
Image of Metairie, LA

About Metairie, LA

Metairie is located in Jefferson Parish, Louisiana. It is situated along the Mississippi River and is considered a suburb of New Orleans. Some of the landmarks in Metairie include Lafreniere Park, Airline Drive, and Veterans Memorial Boulevard. The top employers in Metairie are the Jefferson Parish School Board, Ochsner Health System, and Walmart. The major highways and streets in Metairie are I-10, I-12, US-61, and LA-3154. The neighborhoods in Metairie include Lakeside Gardens, Timberlane Acres, and Old Metairie.

Where Certified Financial Advisors in Metairie, LA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Metairie, LA residents have a variety of banking services to choose from. Each bank offers different services, so it is important for Metairie, LA residents to research the various banks in order to find the best one for their needs. Some banks offer checking and savings accounts, while others offer mortgages and car loans. It is important for Metairie, LA residents to find a bank that offers the services they need.

Insurance Broker

Residents of Metairie, LA can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers are knowledgeable in all areas of insurance, and can help residents compare policies to find the most affordable and comprehensive coverage. In addition, insurance brokers can assist residents with filing claims and getting the reimbursement they deserve after an accident or disaster.

Retirement Planning

Metairie, LA residents have a lot to think about when it comes to retirement planning. Financial advisors can help by providing guidance on how to save for retirement and plan for expenses in the future. They can also help manage investments and provide advice on insurance and estate planning.

Wealth Management

Metairie, LA residents can benefit from wealth management in a number of ways. By working with a professional wealth manager, Metairie, LA residents can get help creating and sticking to a budget, investing money wisely, and making the most of their income. A wealth manager can also help Metairie, LA residents protect their assets and plan for retirement.

Estate Planning Lawyer

Estate planning lawyers in Metairie, LA can help residents create estate plans that will protect their loved ones and their assets. A well-crafted estate plan can ensure that your wishes are carried out after your death, and can also minimize the tax burden on your heirs. If you have questions about estate planning, or if you would like to discuss your options with a qualified lawyer, please contact us today.

Mortgage Loan Officer

Mortgage loan officers in Metairie, LA can help residents by providing them with the best rates and terms for their mortgage. In addition, they can also help residents find the right type of mortgage for their needs. By working with a mortgage loan officer, residents can be sure that they are getting the best deal possible on their mortgage.

Tax Services

Tax accountants can help Metairie, LA residents by filing their taxes and helping them to understand the tax code. They can also help them to find deductions and credits that can reduce their tax bill. Tax accountants can also advise Metairie, LA residents on how to plan for their taxes in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Metairie, LA