Jefferson, LA Financial Advisors and Resources

Financial Advisor Firms in Jefferson, LA

How Retirement-Friendly is Jefferson, LA?

  • Population: 434,850
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $191,700
  • Average Monthly Housing Cost: $962
  • Average Household Income: $74,367
  • 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.)

Jefferson, LA Financial Advisor FAQs

Financial advisors are individuals that meet with clients to help them achieve their financial goals. They create comprehensive financial plans for their clients to help them organize and strategize actions in meeting their financial goals.
Yes, you do. Financial advisors can be a valuable part of your support network because they actively think about and examine the decisions related to money and investments on a regular basis.
Financial advisors get paid any number of ways, depending on the type of advisory service and relationship. Fees can be charged based on assets or revenue generated; some advisors may charge hourly rates; other firms set annual retainers for specific services.
What is your investment philosophy? What are your strategies in risk mitigation? Once a financial advisor is able to discuss these questions well, it will help you see how well-versed they are with their jobs.