Find a Financial Advisor in Calcasieu, LA

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We Only Work With The Best Calcasieu Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Calcasieu, LA


  • Financial Advisor Close to Calcasieu, LA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Calcasieu, LA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Calcasieu, LA

We evaluated over 13,000 RIA firms to bring you the best of the best Calcasieu financial advisors.
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How Retirement-Friendly is Calcasieu, LA?

  • Population: 201,619
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $168,800
  • Average Monthly Housing Cost: $750
  • Average Household Income: $72,183
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)



The Top Financial Advisor Firms in Calcasieu, LA

 

 


Calcasieu, LA Financial Advisor FAQs

Calcasieu is a parish of Louisiana, United States, located on the state's southern border, where Lake Charles is the parish seat. It is also close to the urban centers of Beaumont–Port Arthur (Texas), Lafayette, and Alexandria. Health Care & Social Assistance (12,153 people), Retail Trade (10,726 people), and Construction (9,612 people) are the key industries in Calcasieu Parish. The highest paying industries are Mining, Quarrying, & Oil & Gas Extraction ($92,026), Utilities ($75,313), and Manufacturing ($74,991). Calcasieu is derived from the Atakapan term "quelqueshue," which means "weeping eagle," and was originally the name of an Atakapa chief but later became the name of the Rio Hondo River (Rio Stondo or "Deep River"), which is now the Calcasieu River. This name was then passed down to the location. A team of financial advisors is ready to help you in Calcasieu, Louisiana, a parish established in 1840. Created from the parish of Saint Landry and having a name inspired by the Atakapan word, "quelqueshue," a term for "crying eagle," this is found in the southwestern region of its state. Belonging to the Lake Charles, LA Metropolitan Statistical Area, its seat is the City of Lake Charles. Baton Rouge, Houston, and New Orleans are major cities close to the vicinity. There will be one for you with all the financial advisors close to Calcasieu, Louisiana, that we have scouted below.

Financial advisors assist individuals and families to invest money, savings, and investments. They offer guidance on certain matters such as mortgages or pension plans.

A financial advisor can be of great help in managing the family's current and future income and assets by adjusting the way they think about their money. The sooner any family begins working with a professional to construct an asset management plan, the sooner they will see their hard work pay off.

They get a fixed percentage of the assets on your behalf, and charge a fee on all transactions.

Check if the advisor has a fiduciary duty to act in your best interest. Ask what kinds of products they offer, how they are qualified, who regulates the advisor and their business, and what qualifications they have.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.