Wealth Management in Calcasieu, LA

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List of Firms

Calcasieu, LA Wealth Management Firms

Burnette Financial Planning
Location 4833 Ihles Rd, Lake Charles, LA 70605, USA
Phone (337) 562-9500
Oak Grove Wealth Partners
Location 4965 Elliott Rd, Lake Charles, LA 70605, USA
Phone (337) 562-0900
Stevens & Guilbeaux Financial Consulting Group
4 out of 5
Location 807 W Bayou Pines Dr Suite A, Lake Charles, LA 70601, USA
Phone (337) 312-4001
Toujours Planning Wealth Management
Location 605 Mill St, Lake Charles, LA 70601, USA
Phone (337) 602-6740
Wealth Management in Calcasieu, LA

Where Wealth Management Advisors in Calcasieu, LA Serve

Calcasieu is a parish located in southwestern Louisiana. It is the sixth most populous parish in the state, with a population of over 192,000. The parish seat is Lake Charles, which is also the largest city in the parish. Other major cities in Calcasieu Parish include Sulphur and Westlake. The economy of Calcasieu Parish is based largely on energy production. The parish is home to several major refineries and petrochemical plants. Other important industries in the area include fishing and agriculture. Major highways and streets in Calcasieu Parish include Interstate 10 and U.S. Route 90. Some of the most notable neighborhoods in the parish include Prien Lake, South Lake Charles, and Westlake.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Calcasieu Parish, LA provide a wide variety of services to their customers. These services can include anything from checking and savings accounts, to loans and mortgages. In addition, banks can offer other products and services such as credit cards, investments, and insurance policies.

Retirement Planning

Calcasieu Parish, LA is a great place to retire. It has a low cost of living and plenty of activities for retirees. You can find plenty of information on retirement planning in Calcasieu Parish, LA online or at your local library. Contact a local retirement planner today to get started.

Tax Services

Tax accountants in Calcasieu, LA help businesses and individuals file their taxes. They can also help with tax planning and advise their clients on how to reduce their tax liability. Tax accountants may work for a specific company or be self-employed.

Financial Advisor

A financial advisor in Calcasieu, LA provides guidance and advice to clients on financial planning and investment matters. They work with clients to create a plan that meets their individual needs and goals, and help them to implement that plan. Financial advisors can offer a variety of services, such as retirement planning, estate planning, and investment advice.

Insurance Broker

An insurance broker in Calcasieu, LA is a professional who can help you find the best rates and coverage for your car, home, or business. They work with a variety of insurance companies to find the right policy for you, and they can also help you file claims and answer any questions you have about your policy.

Mortgage Loan Officer

Mortgage loan officers in Calcasieu, LA work with borrowers to help them secure mortgages. They work with a variety of lenders to find the best mortgage options for their clients, and they also work with real estate agents to help buyers find homes. Mortgage loan officers are responsible for reviewing loan applications, and they also work with underwriters to make sure that loans are approved.

Estate Planning Lawyer

An estate planning lawyer in Calcasieu, LA helps you create a will and other legal documents to ensure your wishes are carried out after your death. They can also help with trusts, probate, and other legal issues related to inheritance. If you have a complex estate or want to make sure everything is done correctly, it's a good idea to talk to an estate planning lawyer.


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