Best Financial Advisors in Jefferson, LA

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List of Firms

Jefferson, LA Fiduciary Financial Advisors

Plum Street Advisors LLC
Location 1133 Lowerline St, New Orleans, LA 70118, USA
Phone (800) 983-6335
Directions
Edward Jones - Financial Advisor: Debbie S Hughes
Location 7105 Jefferson Hwy # C, Harahan, LA 70123, USA
Phone (504) 737-2208
Language https://www.edwardjones.com/us-en/financial-advisor/debbie-hughes
Directions
Edward Jones - Financial Advisor: Richard S Broussard
Location 5736 Citrus Blvd Suite 104, Harahan, LA 70123, USA
Phone (504) 729-2425
Language https://www.edwardjones.com/us-en/financial-advisor/richard-broussard
Directions
Edward Jones - Financial Advisor: Evan M Aucoin
Location 1847 Dock St Suite 102, Harahan, LA 70123, USA
Phone (504) 734-0528
Language https://www.edwardjones.com/us-en/financial-advisor/evan-aucoin
Directions
Financial Advisors in Jefferson, LA

Where Certified Financial Advisors in Jefferson, LA Serve

Jefferson, LA is a vibrant and diverse community located in the heart of Jefferson Parish. This bustling city is home to a plethora of landmarks, including the historic Jefferson Highway, the scenic Mississippi River, and the iconic Lakeside Shopping Center. With a wide variety of top employers, such as Ochsner Health System, Entergy, and Jefferson Parish Public Schools, Jefferson is a hub of economic activity and opportunity. The city is also well-connected by major highways and streets, including Interstate 10, Veterans Memorial Boulevard, and Jefferson Highway. These thoroughfares provide easy access to neighboring cities and attractions, such as New Orleans and the Louis Armstrong International Airport. Jefferson is comprised of several distinct neighborhoods, each with its own unique character and charm. From the tree-lined streets of Old Jefferson to the bustling commercial district of Fat City, there is something for everyone in this vibrant community. Whether you're looking for a quiet suburban retreat or a lively urban center, Jefferson has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jefferson, LA could greatly benefit from the assistance of a financial advisor in a number of ways. One of the most common ways a financial advisor could help is by providing guidance on how to manage debt. Jefferson, LA has a high cost of living, and many residents may struggle to keep up with their bills and expenses. A financial advisor could help them create a budget and develop a plan to pay off debt, which could alleviate financial stress and improve their overall financial health. Additionally, a financial advisor could assist with retirement planning, investment strategies, and tax planning, all of which could help residents of Jefferson, LA achieve their long-term financial goals.

Insurance Broker

Residents of Jefferson, LA can benefit greatly from the expertise of an insurance broker. With the area being prone to natural disasters such as hurricanes and floods, a broker can help residents find the right coverage to protect their homes and belongings. Additionally, Jefferson is a diverse community with a range of insurance needs, from small business owners to retirees. An insurance broker can help navigate the complex world of insurance and find the best policies for each individual's unique situation. With the peace of mind that comes with having the right insurance coverage, residents can focus on enjoying all that Jefferson has to offer, from its vibrant culture to its beautiful parks and waterways.

Retirement Planning

Residents of Jefferson, LA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan that takes into account the unique financial circumstances of each individual. This is especially important in Jefferson, LA where the cost of living can be high and the job market can be competitive. A retirement planner can help residents navigate these challenges and develop a plan that ensures financial stability in retirement. Additionally, a retirement planner can provide guidance on tax planning, investment strategies, and estate planning, all of which are critical components of a successful retirement plan. Overall, a retirement planner can provide invaluable assistance to residents of Jefferson, LA who are looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Jefferson, LA could greatly benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help residents of Jefferson, LA navigate the complex world of investing and financial planning. Additionally, a wealth manager could help residents of Jefferson, LA develop a comprehensive financial plan that takes into account their unique goals and circumstances. This might include things like retirement planning, estate planning, and tax planning. Furthermore, a wealth manager could provide residents of Jefferson, LA with access to a wide range of financial products and services, including insurance, mutual funds, and other investment vehicles. Ultimately, by working with a wealth manager, residents of Jefferson, LA could achieve greater financial security and peace of mind, allowing them to focus on the things that matter most to them.

Mortgage Loan Officer

Residents of Jefferson, LA would be helped by a mortgage loan officer in several ways. Firstly, the officer can guide them through the process of obtaining a mortgage loan, which can be complicated and overwhelming. Secondly, they can help residents find the best mortgage rates and terms that fit their financial situation. Additionally, the loan officer can provide advice on how to improve their credit score, which can be crucial in getting approved for a loan. In Jefferson, LA, where the cost of living is higher than the national average, a mortgage loan officer can help residents navigate the competitive housing market and find a home that meets their needs and budget. Overall, a mortgage loan officer can be a valuable resource for residents of Jefferson, LA looking to buy a home.

Tax Services

Residents of Jefferson, LA can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in Louisiana, it can be challenging for individuals to navigate the complex tax system on their own. A tax advisor can provide guidance on tax planning, deductions, and credits specific to Jefferson, LA. For example, residents may be eligible for tax breaks related to hurricane preparedness or coastal restoration efforts. A tax advisor can also assist with filing taxes accurately and on time, avoiding penalties and fees. Overall, a tax advisor can help residents of Jefferson, LA maximize their tax savings and ensure compliance with state and federal tax laws.

Estate Planning Lawyer

Residents of Jefferson, LA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. In Jefferson, LA, where the population is over 43,000, having a will is crucial to ensure that one's assets are distributed according to their wishes after they pass away. An estate planning lawyer can also assist with setting up trusts, which can help protect assets and minimize taxes. Additionally, an estate planning lawyer can help with healthcare directives and power of attorney documents, which are important in the event of incapacitation. By working with an estate planning lawyer, residents of Jefferson, LA can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jefferson, LA

A financial advisor in Jefferson, LA can provide a range of financial advising services to their clients. From investment management to retirement planning, these professionals help individuals and families achieve their financial goals. One specific aspect of Jefferson, LA that financial advisors may take into consideration is the local economy. With a diverse range of businesses and industries, including healthcare, education, and manufacturing, there are unique opportunities and challenges that may impact a client's financial plan. A financial advisor in Jefferson, LA may also consider the impact of hurricanes and other natural disasters on their clients' financial wellbeing, helping them prepare and protect their assets. With their expertise and knowledge of the local market, a financial advisor in Jefferson, LA can provide personalized and comprehensive financial advice to help their clients thrive.

Jefferson, LA is undoubtedly the best place to get financial advising. With its thriving economy and numerous financial institutions, it is the perfect place to seek professional advice on matters of finance. The city boasts of a highly skilled and experienced workforce that is well-versed in the intricacies of the financial world. Additionally, Jefferson, LA is home to some of the most reputable financial institutions in the country, offering a wide range of financial services to its residents. From investment advice to retirement planning, the financial advisors in Jefferson, LA are equipped with the knowledge and expertise to help individuals and businesses achieve their financial goals. With its unique blend of burstiness and complexity, Jefferson, LA is the perfect destination for anyone seeking top-notch financial advice.