Best Financial Advisors in Monroe, LA

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List of Firms

Monroe, LA Fiduciary Financial Advisors

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Caroline C Boggs Cfp
Location 1711 Royal Ave, Monroe, LA 71201, USA
Phone (318) 322-5809
Directions
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Booth Wealth Management
3 out of 5
Location 1861 Hudson Cir N, Monroe, LA 71201, USA
Phone (318) 812-1078
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Merrill Lynch Wealth Management Advisor Lance Griffith
Location 1809 Glenmar Ave Ground Floor, Monroe, LA 71201, USA
Phone (318) 329-3065
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Merrill Lynch Wealth Management Advisor James J Breaux
Location 1809 Glenmar Ave Ground Floor, Monroe, LA 71201, USA
Phone (318) 329-3094
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SWS Financial Services
Location 2211 N 7th St, West Monroe, LA 71291, USA
Phone (318) 998-3529
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 2407 Broadmoor Blvd, Monroe, LA 71201, USA
Phone (318) 387-6575
Directions
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Merrill Lynch Wealth Management Advisor Amanda M Hinton
Location 1809 Glenmar Ave Ground Floor, Monroe, LA 71201, USA
Phone (318) 329-3030
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Hilltop Securities Independent Network
Location 2001 Roselawn Ave, Monroe, LA 71201, USA
Phone (318) 325-0668
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 1711 Royal Ave, Monroe, LA 71201, USA
Phone (318) 388-4160
Directions
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Momentum Wealth Management
Location 201 Century Vlg Blvd Ste 200, Monroe, LA 71203, USA
Phone (318) 538-1275
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Eagle Strategies, LLC - Mike Fulco, Financial Advisor
Location 130 Desiard St #816, Monroe, LA 71201, USA
Phone (318) 324-1851
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Merrill Lynch Wealth Management Advisor James W Orten
Location 1809 Glenmar Ave, Monroe, LA 71201, USA
Phone (318) 329-3073
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Legacy Wealth Concepts
Location 216 Bell Ln B, West Monroe, LA 71291, USA
Phone (318) 324-8410
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Matthew Warren Financial
Location 4112 Roger St, Monroe, LA 71201, USA
Phone (318) 387-6187
Directions
Financial Advisors in Monroe, LA

Where Certified Financial Advisors in Monroe, LA Serve

Monroe, LA is a vibrant city in the heart of Louisiana. It is home to several notable landmarks, including the Biedenharn Museum and Gardens, the Louisiana Purchase Gardens and Zoo, and the Chennault Aviation and Military Museum. Top employers in the area include CenturyLink, Louisiana Delta Community College, and St. Francis Medical Center. Major highways and streets in the city include I-20, US-165, and Louisville Avenue. Monroe is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic Garden District to the bustling downtown area, there is something for everyone in this bustling southern city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Monroe, LA could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique economic landscape of Monroe. As a mid-sized city in northeastern Louisiana, Monroe faces its own set of economic challenges and opportunities. A financial advisor could help residents understand the local job market, identify investment opportunities that are specific to the area, and make informed decisions about saving and managing money. Additionally, a financial advisor could provide guidance on important financial milestones like buying a home or planning for retirement, helping residents in Monroe achieve their long-term financial goals.

Insurance Broker

Residents of Monroe, LA can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, having the right insurance coverage for home and property can make all the difference in the event of a natural disaster. Additionally, an insurance broker can provide guidance on health insurance options and help residents find the most affordable coverage for their needs. With the high poverty rate in Monroe, an insurance broker can also assist residents in finding affordable car insurance, which is required by law in Louisiana. Overall, an insurance broker can provide invaluable assistance to residents of Monroe, helping them navigate the often confusing world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Monroe, 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 retirement plan that takes into consideration the unique financial situation of each individual. In Monroe, LA, where the cost of living is relatively low compared to other cities in the United States, a retirement planner can help residents make the most of their retirement savings and investments. Additionally, a retirement planner can provide guidance on how to navigate the complex Social Security system and maximize benefits. With the help of a retirement planner, residents of Monroe, LA can feel confident that they are on track to achieving their retirement goals and living a comfortable and secure retirement.

Wealth Management

Residents of Monroe, LA can benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include strategies for saving for retirement, managing debt, and investing in the local economy. In Monroe, LA, where the economy is heavily reliant on the healthcare and education industries, a wealth manager can also provide guidance on how to invest in these sectors for long-term financial growth. Additionally, a wealth manager can assist with estate planning and tax management, ensuring that residents are able to pass on their wealth to future generations in the most efficient and effective way possible.

Mortgage Loan Officer

Residents of Monroe, LA could greatly benefit from the services of a mortgage loan officer. These professionals can assist with a range of needs, from helping first-time homebuyers navigate the complex process of obtaining a mortgage to helping current homeowners refinance their existing loans. In a city like Monroe, where the median home value is around $140,000, finding the right mortgage can be a challenge. A loan officer can provide valuable guidance on available loan programs, interest rates, and other key factors that can impact a homeowner's financial situation. Additionally, loan officers can work with residents to help them improve their credit scores, which can make it easier to qualify for a mortgage and secure better terms. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Monroe, LA.

Tax Services

Residents of Monroe, LA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the state's unique tax laws. Louisiana has a complex tax system, with various exemptions and deductions that can be confusing for taxpayers. A tax advisor can help residents of Monroe, LA understand these laws and ensure they are taking advantage of all available tax breaks. Additionally, a tax advisor can provide assistance with tax planning, helping residents to minimize their tax liability and maximize their deductions. This can be especially helpful for small business owners and self-employed individuals in Monroe, LA who may have more complex tax situations. Overall, a tax advisor can provide valuable support and guidance to residents of Monroe, LA, helping them to navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Monroe, 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 or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up power of attorney and healthcare directives, which can be crucial in the event of incapacitation. With a high poverty rate and limited access to healthcare in Monroe, LA, having a comprehensive estate plan in place can provide peace of mind for both individuals and their families. An estate planning lawyer can also help navigate complex tax laws and minimize tax liabilities, ensuring that more of an individual's assets are preserved for their loved ones.

Monroe, LA Financial Resources

Monroe, LA Chamber of Commerce

https://monroe.org/

Monroe, LA City Hall

https://monroela.us/

Monroe, LA Public Library

https://www.oplib.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Monroe, LA