Best Financial Advisors in West Feliciana, LA

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List of Firms

West Feliciana, LA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: John R Spurlock
Location 4008 Hyacinth Ave Suite A, Baton Rouge, LA 70808, USA
Phone (225) 831-3200
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Edward Jones - Financial Advisor: Frank D Finchum, AAMS™
3 out of 5
Location 347 Heather Dr, Opelousas, LA 70570, USA
Phone (337) 942-8727
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Edward Jones - Financial Advisor: Chris Reeves, CFP®
Location 23725 Church St, Plaquemine, LA 70764, USA
Phone (225) 687-0912
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Edward Jones - Financial Advisor: Michele Hester
Location 309 Texas St, Vidalia, LA 71373, USA
Phone (318) 336-4500
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Nicole Fawley - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3120
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Investment Professionals Inc
5 out of 5
Location 5681 Commerce St, St Francisville, LA 70775, USA
Phone (225) 635-0047
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Edward Jones - Financial Advisor: Scott A Pitre
Location 1220 S Union St Suite 2, Opelousas, LA 70570, USA
Phone (337) 381-0255
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Cadillac Wealth Advisors
Location 13683 Cr-593, St Francisville, LA 70775, USA
Phone (225) 306-3077
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Financial Advisors in West Feliciana, LA

Where Certified Financial Advisors in West Feliciana, LA Serve

West Feliciana, LA is a charming parish located in the heart of Louisiana, known for its rich history and natural beauty. The parish is home to several landmarks, including the historic Rosedown Plantation State Historic Site, the beautiful Tunica Hills Wildlife Management Area, and the stunning Mississippi River Bridge. Top employers in West Feliciana include the Louisiana State Penitentiary, the West Feliciana Parish School Board, and the West Feliciana Parish Hospital. The major highways and streets that run through West Feliciana include US-61, LA-10, LA-66, and LA-421. These roads provide easy access to nearby cities like Baton Rouge and New Orleans. West Feliciana is divided into several neighborhoods, each with its own unique character and charm. These neighborhoods include St. Francisville, Jackson, and Wakefield. St.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Feliciana, LA could benefit from a financial advisor in several ways. One of the most common ways is through retirement planning. With a median age of 40.2 years, many residents are likely starting to think about their retirement years. A financial advisor can help them create a plan to save for retirement and make sure they are on track to meet their goals. Additionally, many residents in West Feliciana work in agriculture or related industries, which can have unique financial challenges. A financial advisor can help them navigate these challenges and make informed decisions about their finances. Overall, a financial advisor can provide valuable guidance and support to help residents in West Feliciana achieve their financial goals and secure their financial future.

Insurance Broker

Residents of West Feliciana, LA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and advice on selecting the right insurance policies for their specific needs. This is particularly important in West Feliciana, where the population is largely rural and may have unique insurance needs, such as coverage for farm equipment or livestock. Additionally, an insurance broker can help residents navigate the complexities of insurance claims and ensure that they receive the full benefits they are entitled to. With the help of an insurance broker, residents of West Feliciana can have peace of mind knowing that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of West Feliciana, LA would greatly benefit from the services of a retirement planner. A retirement planner can help them navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals. Specifically, residents of West Feliciana, LA may need help with planning for the high cost of healthcare in the area. With limited healthcare options and high medical expenses, it is crucial for residents to have a solid plan in place to cover these costs during retirement. A retirement planner can help them understand their options for healthcare coverage and create a plan that will ensure they are able to afford the care they need as they age. Additionally, a retirement planner can help residents of West Feliciana, LA maximize their retirement savings and investments, so they can enjoy a comfortable retirement without financial stress.

Wealth Management

Residents of West Feliciana, LA would benefit from a wealth manager in several ways. A wealth manager could assist with retirement planning, investment management, and tax planning. In particular, residents of West Feliciana could benefit from a wealth manager's expertise in managing assets related to the timber industry, which is a significant part of the local economy. Additionally, a wealth manager could provide guidance on estate planning, which is especially important for residents of West Feliciana given the area's high rate of property ownership. Overall, a wealth manager could help residents of West Feliciana achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of West Feliciana, LA can benefit from the expertise of a mortgage loan officer in many ways. For instance, a mortgage loan officer can assist residents in finding the best mortgage rates and programs that meet their needs. They can also help residents understand the mortgage process and provide guidance on how to improve their credit score. One specific aspect of West Feliciana, LA that a mortgage loan officer can assist with is the unique housing market. With a population of just over 15,000, the area offers a mix of rural and suburban living, making it important for residents to find a mortgage that fits their specific needs. A mortgage loan officer can help navigate this market and find the best options for residents looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of West Feliciana, LA can benefit greatly from the guidance and services of a tax advisor. With the unique tax laws and regulations in Louisiana, a tax advisor can help residents navigate the complexities of state and federal taxes. Additionally, in West Feliciana, where many residents work in industries such as agriculture, forestry, and manufacturing, a tax advisor can provide valuable advice on tax deductions and credits specific to these industries. A tax advisor can also assist residents with tax planning and preparation, ensuring that they are maximizing their tax savings and avoiding any potential penalties or audits. Overall, a tax advisor can provide invaluable support for residents of West Feliciana, helping them to navigate the often-confusing world of taxes and ensuring that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of West Feliciana, LA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after their passing. This is especially important in West Feliciana, where many residents own large tracts of land and may have complex property ownership arrangements. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. Given the rural nature of West Feliciana, where many residents rely on agriculture and other industries that can be vulnerable to economic downturns, protecting assets is a crucial concern. Finally, an estate planning lawyer can help residents ensure that their healthcare wishes are respected and that their loved ones are provided for in the event of incapacitation or death. Overall, an estate planning lawyer can provide valuable peace of mind and security for residents of West Feliciana, LA.

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