Best Financial Advisors in Ascension, LA

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List of Firms

Ascension, LA Fiduciary Financial Advisors

Allred Wealth Management
Location 6183 Breeze Point Dr, Gonzales, LA 70737, USA
Phone (225) 323-3116
Language http://www.allredwealthmanagement.com/
Directions
Foti Financial Services
1 out of 5
Location 2247 S Burnside Ave, Gonzales, LA 70737, USA
Phone (225) 644-2106
Language http://www.fotifinance.com/
Directions
Gregory Fulcher - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1124 S Burnside Ave Ste 100B, Gonzales, LA 70737, USA
Phone (225) 644-5001
Language https://www.ameripriseadvisors.com/gregory.a.fulcher/?cid=IP_local_google
Directions
Jordan R Trosclair - Financial Advisor, Ameriprise Financial Services, LLC
Location 37283 Swamp Rd Ste 501, Prairieville, LA 70769, USA
Phone (225) 744-4482
Language https://www.ameripriseadvisors.com/Jordan.Trosclair/?cid=IP_local_google
Directions
Edward Jones - Financial Advisor: Sean M Matassa, CFP®|ChFC®|AAMS™
Location 14639 Airline Hwy Suite 113, Gonzales, LA 70737, USA
Phone (225) 673-2516
Language https://www.edwardjones.com/us-en/financial-advisor/sean-matassa
Directions
Ourso Financial Group, LLC
Location 17451 Jefferson Hwy suite c, Baton Rouge, LA 70817, USA
Phone (225) 408-2700
Language http://www.oursofinancial.com/
Directions
Sparacino Wealth Management LLC
5 out of 5
Location 17501 Jefferson Hwy, Baton Rouge, LA 70817, USA
Phone (225) 752-5725
Directions
Edward Jones - Financial Advisor: Brandon G Becnel
Location 9373 Baringer Rd Bldg 3 Ste A, Baton Rouge, LA 70817, USA
Phone (225) 930-0800
Language https://www.edwardjones.com/us-en/financial-advisor/brandon-becnel?y_source=1_OTcwMTAyLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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Financial Advisors in Ascension, LA

Where Certified Financial Advisors in Ascension, LA Serve

Ascension, LA is a vibrant and bustling city located in the heart of Louisiana. It is home to several notable landmarks, including the historic Houmas House Plantation and Gardens, the Gonzales Memorial Museum, and the Tanger Outlets shopping center. With a diverse economy, Ascension is home to several top employers, including BASF, Shell Chemical, and CF Industries. These companies provide a wide range of job opportunities for the city's residents, making it a great place to live and work. The city is also well-connected by major highways and streets, including Interstate 10 and U.S. Route 61. These routes make it easy to travel to nearby cities like Baton Rouge and New Orleans, as well as other parts of the state. In terms of neighborhoods, Ascension has a variety of options to choose from, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ascension, LA could greatly benefit from the expertise and guidance of a financial advisor in many ways. For instance, a financial advisor could help residents create a personalized budget that takes into account the unique cost of living in Ascension, LA. This could include factoring in the high property taxes that residents often face in the area, as well as the cost of insurance and healthcare. Additionally, a financial advisor could help residents plan for retirement, which is especially important given the aging population in Ascension, LA. They could help residents navigate the complex world of retirement accounts and investment options, ensuring that they are making the most of their savings and maximizing their potential for long-term financial security. Overall, a financial advisor could be an invaluable resource for residents of Ascension, LA, helping them to achieve their financial goals and plan for a brighter future.

Insurance Broker

Residents of Ascension, LA can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the region, it is essential to have proper insurance coverage to protect homes and businesses from damage caused by hurricanes, floods, and other natural disasters. An insurance broker can help residents find the right policies to cover their specific needs and ensure they are not overpaying for unnecessary coverage. Additionally, with the high rates of diabetes and heart disease in Ascension, LA, an insurance broker can assist residents in finding health insurance plans that provide coverage for necessary treatments and medications. Overall, an insurance broker can provide valuable assistance to residents of Ascension, LA in navigating the complex world of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Ascension, LA could benefit greatly from the services of a retirement planner. A retirement planner can help individuals navigate the complex world of retirement savings and investment options, ensuring that they are on track to meet their financial goals. This is especially important in Ascension, where many residents work in industries that may not offer traditional retirement benefits, such as oil and gas or agriculture. A retirement planner can help these individuals create a personalized plan that takes into account their unique circumstances and helps them achieve financial security in their golden years. Additionally, a retirement planner can provide guidance on estate planning and other important financial considerations, giving residents of Ascension peace of mind as they approach retirement.

Wealth Management

Residents of Ascension, LA could greatly benefit from the expertise of a wealth manager in a number of ways. One of the most common ways would be through the development of a personalized financial plan that takes into account their unique circumstances and goals. This could include strategies for saving for retirement, investing in the stock market, or managing debt. Additionally, a wealth manager could provide guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. One specific challenge that residents of Ascension, LA face is the impact of natural disasters such as hurricanes and flooding, which can have a significant impact on their financial well-being. A wealth manager could help them prepare for these events and develop strategies for rebuilding and recovering in their aftermath.

Mortgage Loan Officer

Residents of Ascension, LA can benefit greatly from the services of a mortgage loan officer. These professionals can guide them through the complicated process of obtaining a mortgage, ensuring that they get the best possible terms and interest rates. In particular, residents of Ascension, LA may need help navigating the local real estate market, which can be highly competitive and fast-paced. A mortgage loan officer can provide valuable insights into the area's housing trends and assist residents in finding homes that meet their needs and budget. Additionally, they can help residents understand the various mortgage options available to them and determine which one is best suited for their financial situation. With the help of a knowledgeable mortgage loan officer, residents of Ascension, LA can achieve their dream of owning a home and securing their future.

Tax Services

Residents of Ascension, LA could benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important for residents of Ascension, as the area has a relatively high tax burden compared to other parts of Louisiana. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that can help reduce their tax liability. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's long-term financial health. Overall, working with a tax advisor can help residents of Ascension, LA make informed financial decisions and ensure that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Ascension, LA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after death. This is especially important for residents of Ascension, LA, as the area is known for its high property values and large estates. Additionally, an estate planning lawyer can assist residents in establishing trusts and other legal arrangements to protect their assets and ensure that their wishes are carried out in the event of incapacity or death. Finally, an estate planning lawyer can help residents navigate complex tax laws and minimize their tax liability, which is particularly important in Louisiana where state and federal tax laws can be complicated. Overall, an estate planning lawyer can provide invaluable assistance to residents of Ascension, LA in protecting their assets and ensuring that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ascension, LA

A financial advisor in Ascension, LA can provide a range of services to help individuals and businesses manage their finances effectively. From retirement planning and investment advice to tax planning and estate planning, a financial advisor can offer expert guidance and support to help clients achieve their financial goals. Ascension, LA is a unique area with a diverse economy, including industries such as petrochemicals, healthcare, and education. As such, a financial advisor in Ascension, LA can provide specialized knowledge and expertise to clients in these industries, helping them navigate the unique financial challenges and opportunities presented by their respective fields. Whether it's creating a customized investment portfolio or developing a comprehensive financial plan, a financial advisor in Ascension, LA can provide valuable insights and advice to help clients make informed decisions and achieve financial success.

When it comes to financial advising, Ascension, LA is the perfect destination for those who want the best. The city is home to a plethora of financial advisors who possess a wealth of knowledge and experience in the field. One specific aspect that sets Ascension apart from other cities is its commitment to community building. This commitment is reflected in the way financial advisors in the city approach their clients. They take the time to understand the unique needs and goals of each individual, and tailor their services accordingly. This level of personalization is what makes Ascension the best place to get financial advising. With a community-driven approach and a deep understanding of the financial landscape, advisors in Ascension are equipped to help clients achieve their financial goals with ease. Whether you're looking to invest, save for retirement, or plan for your future, Ascension has the expertise you need to succeed.