Best Financial Advisors in Shreveport, LA

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List of Firms

Shreveport, LA Fiduciary Financial Advisors

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Cardinaux Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 738 N Ashley Ridge Loop, Shreveport, LA 71106, USA
Phone (318) 861-3521
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
Directions
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WINGO WEALTH
4 out of 5
Location Twelve Oaks, 611 Absinthe Ct, Shreveport, LA 71115, USA
Phone (318) 629-8800
Directions
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JPJ Investments
Location 3201 Dee St, Shreveport, LA 71105, USA
Phone (318) 222-8999
Directions
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Merrill Lynch Wealth Management Advisor Terry E. Moore
Location 401 Edwards St, Shreveport, LA 71101, USA
Phone (318) 674-9415
Directions
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Cornerstone Investment Strategies
SEC File# 801-106767
CRD# 281554
5 out of 5
Location 425 Ashley Ridge Blvd #380, Shreveport, LA 71106, USA
Phone (318) 670-7930
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
Directions
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Edward Jones - Financial Advisor: Lizzie Hamaker, CFP®
Location 7330 Fern Ave Suite 603, Shreveport, LA 71105, USA
Phone (318) 797-1971
Directions
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Mark McCrocklin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 738 N Ashley Ridge Loop, Shreveport, LA 71106, USA
Phone (318) 861-3521
Directions
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Edward Jones - Financial Advisor: Bonnie M Corbett
5 out of 5
Location 2533 W Bert Kouns Industrial Loop Suite 109, Shreveport, LA 71118, USA
Phone (318) 671-0090
Directions
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Pamela Moore - Financial Advisor
Location 9010 Ellerbe Rd, Shreveport, LA 71106, USA
Phone (318) 603-6061
Directions
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WFA - Plan. Invest. Inspire.
SEC File# 801-79153
CRD# 158401
5 out of 5
Location 6425 Youree Dr Suite 180, Shreveport, LA 71105, USA
Phone (318) 798-1112
Directions
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Ryan Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Location 6425 Youree Dr Ste 240, Shreveport, LA 71105, USA
Phone (318) 562-3004
Directions
Financial Advisors in Shreveport, LA

Where Certified Financial Advisors in Shreveport, LA Serve

Shreveport, LA is a vibrant city with a rich history and a plethora of landmarks that are sure to leave you in awe. From the majestic Red River to the iconic Louisiana Boardwalk, there's no shortage of sights to see in this bustling metropolis. Top employers in Shreveport include major companies such as Barksdale Air Force Base, Willis-Knighton Health System, and the Louisiana State University Health Sciences Center. These organizations provide ample job opportunities for residents of the city and contribute greatly to the local economy. When it comes to highways and streets, Shreveport has a number of major thoroughfares that connect the city to other parts of the state and beyond. These include I-20, I-49, and US-71, among others. Additionally, neighborhoods such as Highland, Broadmoor, and South Highlands offer a diverse range of housing options for those looking to settle down in Shreveport.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shreveport, LA can benefit greatly from the guidance of a financial advisor. With a median household income of $38,000, many individuals and families in the area struggle to make ends meet. A financial advisor can help them create a budget and develop a plan to save for emergencies and long-term goals like retirement or education. Additionally, Shreveport is home to many small business owners who may need assistance with financial planning and investment strategies. A financial advisor can help these entrepreneurs navigate complex tax laws and make informed decisions about their business finances. Overall, a financial advisor can be a valuable resource for anyone in Shreveport looking to improve their financial situation and achieve their goals.

Insurance Broker

Residents of Shreveport, LA can benefit greatly from the services of an insurance broker. With the city being prone to severe weather conditions such as tornadoes and hurricanes, having the right insurance coverage is crucial. An insurance broker can help residents find the best policies to protect their homes, businesses, and personal property from potential damages caused by these natural disasters. Additionally, with Shreveport being a hub for the oil and gas industry, an insurance broker can assist local businesses in finding the right commercial insurance policies to protect their assets and employees. Overall, an insurance broker can provide peace of mind to Shreveport residents by ensuring they have the proper coverage in place for any unforeseen events.

Retirement Planning

Residents of Shreveport, LA can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Shreveport create a personalized financial plan that takes into account their specific needs and goals. This is especially important in Shreveport, where the cost of living is relatively high compared to other cities in Louisiana. A retirement planner can help residents in Shreveport navigate the complex world of retirement planning, including choosing the right investment vehicles and maximizing Social Security benefits. Additionally, a retirement planner can provide peace of mind to residents in Shreveport by ensuring that they are on track to meet their retirement goals and are prepared for unexpected events.

Wealth Management

Residents of Shreveport, LA could greatly benefit from the services of a wealth manager. With a median household income of $37,000, many residents may struggle with managing their finances and planning for their future. A wealth manager can help individuals in Shreveport create a personalized financial plan that takes into account their unique goals and circumstances. For example, a wealth manager can help residents navigate the complex world of investments and retirement planning, ensuring they are on track to meet their long-term financial goals. Additionally, a wealth manager can provide guidance on managing debt, budgeting, and saving for major expenses such as a home or education. Overall, a wealth manager can provide invaluable support to residents of Shreveport, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Shreveport, LA can benefit greatly from the assistance of a mortgage loan officer. With the city being home to a diverse population and a variety of housing options, a mortgage loan officer can help residents find the right loan product to fit their unique needs and financial situation. Whether it's a first-time homebuyer looking to purchase a starter home in one of the city's many neighborhoods or a family looking to upgrade to a larger home, a mortgage loan officer can provide valuable guidance and support throughout the home buying process. Additionally, with Shreveport being prone to severe weather events such as hurricanes and tornadoes, a mortgage loan officer can help residents secure financing for home repairs and renovations to ensure their homes are protected and safe.

Tax Services

Residents of Shreveport, LA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Shreveport residents is by helping them navigate the complex tax laws and regulations specific to Louisiana. For example, Louisiana has a unique tax system that includes a state sales tax, a state income tax, and various local taxes. A tax advisor can help residents understand their tax obligations and identify potential deductions and credits that can reduce their tax liability. Additionally, a tax advisor can provide guidance on how to properly report income from oil and gas royalties, which is a common source of income for many Shreveport residents. Overall, a tax advisor can provide valuable assistance to Shreveport residents in managing their taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Shreveport, LA can benefit from the services of an estate planning lawyer in a variety of ways. Firstly, an estate planning lawyer can assist with creating a will or trust to ensure that an individual's assets are distributed according to their wishes after they pass away. This is particularly important in Shreveport, where many residents may have inherited property or assets from their families that they want to ensure are passed down to future generations. Additionally, an estate planning lawyer can help with planning for long-term care and medical expenses, which is important in a city like Shreveport where healthcare costs can be high. Finally, an estate planning lawyer can assist with minimizing tax liabilities and ensuring that an individual's estate is handled in an efficient and cost-effective manner. Overall, residents of Shreveport can benefit greatly from the services of an estate planning lawyer, whether they are planning for the future or dealing with an unexpected event.

Shreveport, LA Financial Resources

Shreveport, LA Chamber of Commerce

https://www.shreveportchamber.org/

Shreveport, LA City Hall

https://www.shreveportla.gov/

Shreveport, LA Public Library

https://www.shreve-lib.org/

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