Best Financial Advisors in Terrebonne, LA

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Terrebonne, LA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Josh Legendre
Location 6100 W Park Ave, Houma, LA 70364, USA
Phone (985) 879-2354
Language https://www.edwardjones.com/us-en/financial-advisor/josh-legendre
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The Emerson Team A Wealth Management Group - Morgan Stanley
Location 1340 W Tunnel Blvd Ste 405, Houma, LA 70360, USA
Phone (985) 868-5250
Language https://advisor.morganstanley.com/the-emerson-team-a-wealth-management-group?y_source=1_MTA4MzE3NTAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 7731 W Park Ave, Houma, LA 70364, USA
Phone (985) 580-0157
Language https://www.raymondjames.com/seibertlewiswealthgroup/
Directions
Edward Jones - Financial Advisor: Gilbert B Dardar Jr
Location 9304 Park Ave, Houma, LA 70363, USA
Phone (985) 266-2831
Language https://www.edwardjones.com/us-en/financial-advisor/gilbert-dardar
Directions
Donnie Raymond - Financial Advisor, Ameriprise Financial Services, LLC
Location 664 Corporate Dr, Houma, LA 70360, USA
Phone (985) 853-0066
Language https://www.ameripriseadvisors.com/Donnie.Raymond/?cid=IP_local_google
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Financial Advisors in Terrebonne, LA

Where Certified Financial Advisors in Terrebonne, LA Serve

Terrebonne, LA is a vibrant city located in the heart of Louisiana, boasting a rich history and a thriving economy. The city is home to several landmarks that showcase its unique culture and heritage, including the Southdown Plantation House, the Bayou Terrebonne Waterlife Museum, and the Houma-Terrebonne Civic Center. These iconic structures are a testament to the city's commitment to preserving its past while embracing its future. When it comes to employment, Terrebonne is home to several major employers that offer a range of job opportunities. These include the Terrebonne Parish School Board, Terrebonne General Medical Center, and the Chabert Medical Center. These companies provide stable employment for residents and contribute to the city's overall economic growth. Terrebonne is also well-connected to the rest of Louisiana and beyond thanks to its major highways and streets.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Terrebonne, LA can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them to create a budget and stick to it. With the high cost of living in Terrebonne, it can be challenging for families to manage their expenses and save for the future. A financial advisor can provide guidance on how to prioritize expenses, reduce debt, and increase savings. Additionally, they can help residents to navigate the complex world of investment options and retirement planning. With the unique challenges faced by residents of Terrebonne, such as the impact of hurricanes and natural disasters, a financial advisor can provide peace of mind and help them to achieve their financial goals.

Insurance Broker

Residents of Terrebonne, LA can benefit from the services of an insurance broker in a number of ways. One of the most common ways is by helping them navigate the complex world of insurance policies and finding the right coverage for their specific needs. This is especially important in Terrebonne, where residents may face unique risks due to the area's proximity to the Gulf of Mexico and its susceptibility to hurricanes and flooding. An experienced insurance broker can help residents understand the nuances of their policies and ensure they have adequate coverage for potential disasters. Additionally, brokers can help residents find affordable policies that fit within their budget, which is especially important in a community where many families may be struggling financially.

Retirement Planning

Residents of Terrebonne, LA can benefit greatly from the assistance of a retirement planner. Retirement planners can help individuals create a plan to ensure financial stability during their retirement years. This is especially important in Terrebonne, LA, where the cost of living is relatively high. Retirement planners can provide guidance on how to save and invest money, as well as how to manage debt and expenses. They can also help individuals navigate the complex world of retirement benefits and Social Security. In addition, retirement planners can provide peace of mind by helping individuals prepare for unexpected expenses and emergencies. Overall, a retirement planner can be an invaluable resource for residents of Terrebonne, LA who want to ensure a secure and comfortable retirement.

Wealth Management

Residents of Terrebonne, LA could benefit from the services of a wealth manager in several ways. One of the most common ways is through retirement planning. Many individuals in Terrebonne work in industries such as oil and gas, which can have volatile job markets and uncertain futures. A wealth manager can help residents plan for retirement by creating a personalized investment strategy that takes into account their unique financial goals and risk tolerance. Additionally, Terrebonne is an area that is prone to natural disasters such as hurricanes. A wealth manager can help residents prepare for these events by creating emergency funds and insurance plans that protect their assets in the event of a disaster. Overall, a wealth manager can provide peace of mind and financial security for residents of Terrebonne, LA.

Mortgage Loan Officer

Residents of Terrebonne, LA can greatly benefit from the services of a mortgage loan officer. These professionals can assist with financing options for purchasing a home, refinancing an existing mortgage, or even securing a loan for home repairs or renovations. In a place like Terrebonne, where the cost of living is relatively high compared to the national average, a mortgage loan officer can help residents find the best rates and terms for their unique financial situation. Additionally, with the area being prone to hurricanes and other natural disasters, a mortgage loan officer can also provide guidance on insurance requirements and the potential need for special financing options to cover repairs or rebuilding costs in the event of a disaster.

Tax Services

Residents of Terrebonne, LA could greatly benefit from the expertise of a tax advisor in a number of ways. One specific issue that many residents of Terrebonne face is the potential impact of natural disasters on their taxes. Hurricanes and flooding are common in this area, and a tax advisor can help residents navigate the tax implications of any damage to their homes or property. Additionally, a tax advisor can provide guidance on maximizing deductions and credits, minimizing tax liability, and ensuring compliance with state and federal tax laws. With their knowledge and experience, a tax advisor can help residents of Terrebonne make informed decisions about their finances and avoid costly mistakes.

Estate Planning Lawyer

Residents of Terrebonne, LA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Terrebonne is by creating a comprehensive estate plan that takes into account the unique laws and regulations of Louisiana. For example, Louisiana has a unique system of community property that can have a significant impact on how assets are distributed after someone passes away. An estate planning lawyer can help residents of Terrebonne navigate this system and create a plan that ensures their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Terrebonne with other important tasks, such as creating a will, setting up a trust, and minimizing estate taxes. Overall, an estate planning lawyer is an essential resource for anyone in Terrebonne who wants to ensure their assets are protected and their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Terrebonne, LA

Financial advising services in Terrebonne, LA are designed to help individuals and businesses make informed decisions about their finances. A financial advisor in Terrebonne, LA can provide a range of services, including retirement planning, investment management, tax planning, and estate planning. With the unique economic landscape of Terrebonne, LA, financial advisors must be well-versed in the local industries, such as oil and gas, seafood, and agriculture. They must also understand the impact of natural disasters, such as hurricanes, on the local economy and advise clients accordingly. In addition, financial advisors in Terrebonne, LA must be knowledgeable about the tax laws and regulations specific to Louisiana and ensure that their clients are in compliance. Overall, financial advising services in Terrebonne, LA are essential for individuals and businesses looking to achieve their financial goals while navigating the complexities of the local economy.

Terrebonne, LA is the ultimate destination for anyone seeking financial advising services. The city is home to some of the most experienced and knowledgeable financial advisors in the country. These professionals are well-versed in the intricacies of the local financial landscape, and are adept at providing tailored solutions to meet the unique needs of each client. What sets Terrebonne apart from other cities is its commitment to providing comprehensive financial advice that takes into account all aspects of a client's financial situation. From retirement planning to investment management, Terrebonne's financial advisors are equipped to provide expert guidance on a wide range of financial matters. In short, if you're looking for top-notch financial advising services, Terrebonne, LA is the place to be.