Retirement Planning in Lafayette, LA

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List of Firms

Top Retirement Planners in Lafayette, LA

Andy Schmitz - Raymond James
Location 1602 W Pinhook Rd Ste 302, Lafayette, LA 70508, USA
Phone (337) 769-4444
The Vermilion Group - Morgan Stanley
Location 400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, USA
Phone (337) 267-2504
Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3909 Ambassador Caffery Pkwy STE I, Lafayette, LA 70503, USA
Phone (337) 216-9330
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 – 4:00 PM Saturday: Closed Sunday: Closed
Eleser Financial
5 out of 5
Location 412 W University Ave ste 103, Lafayette, LA 70506, USA
Phone (337) 326-0229
Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley
SEC File# 801-65845
CRD# 10740
4 out of 5
Location 714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508, USA
Phone (337) 235-6233
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Matthew James Financial Group
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 1011 Coolidge St, Lafayette, LA 70503, USA
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 – 12:00 PM Saturday: Closed Sunday: Closed
Peak Wealth Management
SEC File# 801-118166
CRD# 281036
4 out of 5
Location 140 Rue Beauregard suite a, Lafayette, LA 70508, USA
Phone (337) 456-8480
Raymond James
5 out of 5
Location 1220 Camellia Blvd, Lafayette, LA 70508, USA
Phone (337) 289-5900
Morgan Stanley Financial Advisors
Location 400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, USA
Phone (337) 232-7160
New Orleans, LA Private Wealth Management - UBS Financial Services Inc.
Location 201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, USA
Phone (866) 849-4710
Cornerstone Financial Group
5 out of 5
Location 213 N College Rd, Lafayette, LA 70506, USA
Phone (337) 233-6066
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 204 Mitze Dr, Lafayette, LA 70507, USA
Phone (337) 981-4600
David N. Meche And Associates
Location 345 Doucet Rd Suite 200-H, Lafayette, LA 70503, USA
Phone (337) 983-1014
Financial Partners of La LLC
Location 935 Camellia Blvd STE 200, Lafayette, LA 70508, USA
Phone (337) 265-2500
Broussard Financial Group
5 out of 5
Location 3 Flagg Pl suite b-2, Lafayette, LA 70508, USA
Phone (337) 261-1054
avant capital llc
SEC File# 801-123018
CRD# 167961
Location 500 Richland Ave, Lafayette, LA 70508, USA
Phone (337) 504-2221
Darnall Sikes Wealth Partners LLC
SEC File# 801-29892
CRD# 104556
Location 2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508, USA
Phone (337) 237-0112
Retirement Resources of La
Location 1007 St John St, Lafayette, LA 70501, USA
Phone (337) 235-1494
Wealth Advisors
SEC File# 801-113020
CRD# 130478
5 out of 5
Location 1525 Camellia Blvd, Lafayette, LA 70508, USA
Phone (337) 761-7000
Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, USA
Phone (337) 216-9330
Exit Planning and Wealth Consulting Group - UBS Financial Services Inc.
Location 201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, USA
Phone (337) 266-6050
Curtis Hunter Roy II - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, USA
Phone (337) 216-9263
Standard Investment Advisors
Location 3909 Ambassador Caffery Pkwy g1, Lafayette, LA 70503, USA
Phone (337) 456-2960
Gulf South Wealth Advisors - Ameriprise Financial Services, LLC
Location 1921 Kaliste Saloom Rd Ste 205, Lafayette, LA 70508, USA
Phone (225) 442-3800
SBauer Financials
Location 106 Oil Center Dr Suite 102E, Lafayette, LA 70503, USA
Phone (337) 541-1094
A.B. Ridgeway Wealth Management
Location 537 Cajundome Blvd Suite #111, Lafayette, LA 70506, USA
Phone (337) 414-3686
Merrill Lynch Wealth Management Advisor David Eddy
Location 900 S College Rd #105, Lafayette, LA 70503, USA
Phone (337) 265-2014
Retirement Planning in Lafayette, LA

About Lafayette, LA for Those Planning to Retire

Lafayette is a city located in southwestern Louisiana. The city is the fourth-largest in the state, with a population of approximately 120,000 residents. Lafayette is known for its French culture and heritage, and the city is home to several notable landmarks, including the Cathedral of St. John the Evangelist and the Acadian Village. Top employers in Lafayette include the University of Louisiana at Lafayette, Franciscan Missionaries of Our Lady Health System, and CGI. Major highways and streets in Lafayette include U.S. Route 90 and Louisiana Highway 167. The city's neighborhoods include Broussard, Carencro, Duson, Scott, and Youngsville.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are a number of different banks and credit unions in Lafayette, LA that offer a variety of products and services to meet the needs of residents in the area. Banks offer a wide variety of products, such as checking and savings accounts, certificates of deposit, mortgages, and loans. Credit unions typically offer similar products, but may also have unique offerings like payday loans or car title loans. Both banks and credit unions can provide you with access to your money 24/7 through online banking and ATMs. They can also help you save money with interest rates that are higher than what you would find at traditional brick-and-mortar stores.

Estate Planning Lawyer

Living in Lafayette, LA comes with a lot of benefits, from the culture and nightlife to the lower cost of living. But one important thing to remember is that when you die, all of those benefits go away. Unless you have an estate plan in place.An estate plan is a document which dictates what happens to your assets after you die. Without one, the state will decide how your property is distributed, and it's likely that not all of your loved ones will receive what they're entitled to. This can cause hard feelings and conflict within families.That's where an estate planning lawyer comes in. They can help you create a will which ensures that your wishes are carried out after you die. They can also help set up trusts and other legal arrangements which make sure your loved ones are taken care.

Mortgage Loan Officer

If you're one of the many people living in Lafayette, LA, and are looking to buy a home, you may be wondering about the best way to go about getting a mortgage. A mortgage loan officer can be a great resource for you, as they can help you get the best possible deal on a mortgage. Some of the things that a mortgage loan officer can help with include: -Finding the right type of mortgage for your needs -Helping you get pre-approved for a mortgage -Working with lenders to get you the best interest rates -Helping you understand the terms of your mortgage agreement -Answering any questions you may have about mortgages If you're looking to buy a home in Lafayette, LA, working with a mortgage loan officer is definitely something that you should consider.

Wealth Management

Living in Lafayette, LA comes with a lot of benefits, but it's important to make sure you're taking advantage of all that the city has to offer. A wealth manager can help you do just that, and more! Here are three reasons why working with a wealth manager is a great idea if you live in Lafayette. 1) A wealth manager can help you maximize your tax deductions. 2) They can help you invest your money wisely and grow it over time. 3) A wealth manager can act as your personal advisor, providing guidance on everything from estate planning to retirement savings.

Financial Advisor

People living in Lafayette, LA can benefit by working with a financial advisor. A financial advisor can help people save for retirement, plan for college expenses, and invest money wisely. Financial advisors can also help people create a budget and stick to it.

Insurance Broker

If you live in Lafayette, LA, then working with an insurance broker can be a great way to get the coverage that you need. An insurance broker can help you find the right coverage for your needs and budget, and they can also help you save money on your premiums. Plus, an insurance broker will be able to answer any questions that you have about your coverage, so you can be sure that you are fully protected.

Tax Services

Living in Lafayette, LA comes with a lot of benefits, including a number of tax advantages. However, it's important to make sure you're taking advantage of every deduction and credit available to you, and that's where a good tax accountant can help.A tax accountant can help you understand the complex tax code and make sure you're claiming all the deductions and credits to which you're entitled. They can also help you plan for future years, so you can take full advantage of the tax breaks available to you.

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