Houma, LA Financial Advisors and Resources



Financial Advisor Firms in Houma, LA


HASSELL WEALTH MANAGEMENT

Website

(985) 868-9881

300 Lafayette Street
Suite 200
Houma, LA 70360

SEC#: 801-114012
Years in Business: 3 years

GWM ADVISORS, LLC

Website

(985) 851-3434

1362 W. Tunnel Blvd.

Houma, LA 70360

SEC#: 801-79876
Years in Business: 7 years

GWM ADVISORS, LLC

Website

(985) 851-3434

1362 W. Tunnel Blvd.

Houma, LA 70360

SEC#: 801-79876
Years in Business: 7 years


How Retirement-Friendly is Houma, LA?

  • Population: 33,334
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $176,400
  • Average Monthly Housing Cost: $788
  • Average Household Income: $71,456
  • 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.)


Houma, LA Financial Advisor FAQs

The natural first question that a client should is what does the advisor charge per hour. The advisor's portfolio size is a key consideration, as a prospective client must know if their goals are likely to be met. Investors should ask the advisors about investment strategies for capital preservation, or growth-oriented portfolios.
Absolutely. The biggest difference between a do-it-yourselfer and a professional is the latter's knowledge. Financial advisors have studied your investment type inside and out so that they can recommend appropriate investments, monitor them for fluctuations, and adjust accordingly.
The best place to obtain a financial advisor is from a business that provides advice for clients. This service can either be paid or not, but the company would have to have a good reputation and industry knowledge. Some ways to find these advisors are to ask friends, search online reviews, research the companies themselves-speaking with a rep over the phone may accomplish this goal as well as visiting their website.
A financial advisor is a professional who offers guidance on managing personal or business investments, taxes, mutual funds, etc.