Retirement Planning in Lafayette, LA

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Top Retirement Planners in Lafayette, LA

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Andy Schmitz - Raymond James
Location 1602 W Pinhook Rd Ste 302, Lafayette, LA 70508, USA
Phone (337) 769-4444
Directions
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Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3909 Ambassador Caffery Pkwy STE I, Lafayette, LA 70503, USA
Phone (337) 216-9330
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Matthew James Financial Group
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 1011 Coolidge St, Lafayette, LA 70503, USA
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10970
CRD# 6413
Location 204 Mitze Dr, Lafayette, LA 70507, USA
Phone (337) 981-4600
Directions
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Broussard Financial Group
5 out of 5
Location 3 Flagg Pl suite b-2, Lafayette, LA 70508, USA
Phone (337) 261-1054
Directions
SEC File# 801-123018
CRD# 167961
Location 500 Richland Ave, Lafayette, LA 70508, USA
Phone (337) 504-2221
Directions
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Exit Planning and Wealth Consulting Group - UBS Financial Services Inc.
Location 201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, USA
Phone (337) 266-6050
Directions
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Standard Investment Advisors
Location 3909 Ambassador Caffery Pkwy g1, Lafayette, LA 70503, USA
Phone (337) 456-2960
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Gulf South Wealth Advisors - Ameriprise Financial Services, LLC
Location 1921 Kaliste Saloom Rd Ste 205, Lafayette, LA 70508, USA
Phone (225) 442-3800
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Merrill Lynch Wealth Management Advisor David Eddy
Location 900 S College Rd #105, Lafayette, LA 70503, USA
Phone (337) 265-2014
Directions
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The Vermilion Group - Morgan Stanley
Location 400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, USA
Phone (337) 267-2504
Directions
SEC File# 801-118166
CRD# 281036
4 out of 5
Location 140 Rue Beauregard suite a, Lafayette, LA 70508, USA
Phone (337) 456-8480
Directions
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Darnall Sikes Wealth Partners LLC
SEC File# 801-29892
CRD# 104556
Location 2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508, USA
Phone (337) 237-0112
Directions
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Retirement Resources of La
Location 1007 St John St, Lafayette, LA 70501, USA
Phone (337) 235-1494
Directions
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Wealth Advisors
SEC File# 801-113020
CRD# 130478
5 out of 5
Location 1525 Camellia Blvd, Lafayette, LA 70508, USA
Phone (337) 761-7000
Directions
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Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, USA
Phone (337) 216-9330
Directions
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Curtis Hunter Roy II - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503, USA
Phone (337) 216-9263
Directions
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SBauer Financials
Location 106 Oil Center Dr Suite 102E, Lafayette, LA 70503, USA
Phone (337) 541-1094
Directions
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Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley
SEC File# 801-65845
CRD# 10740
4 out of 5
Location 714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508, USA
Phone (337) 235-6233
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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New Orleans, LA Private Wealth Management - UBS Financial Services Inc.
Location 201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, USA
Phone (866) 849-4710
Directions
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David N. Meche And Associates
Location 345 Doucet Rd Suite 200-H, Lafayette, LA 70503, USA
Phone (337) 983-1014
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A.B. Ridgeway Wealth Management
Location 537 Cajundome Blvd Suite #111, Lafayette, LA 70506, USA
Phone (337) 414-3686
Directions
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Eleser Financial
5 out of 5
Location 412 W University Ave ste 103, Lafayette, LA 70506, USA
Phone (337) 326-0229
Directions
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Raymond James
5 out of 5
Location 1220 Camellia Blvd, Lafayette, LA 70508, USA
Phone (337) 289-5900
Directions
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Morgan Stanley Financial Advisors
Location 400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508, USA
Phone (337) 232-7160
Directions
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Cornerstone Financial Group
5 out of 5
Location 213 N College Rd, Lafayette, LA 70506, USA
Phone (337) 233-6066
Directions
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Financial Partners of La LLC
Location 935 Camellia Blvd STE 200, Lafayette, LA 70508, USA
Phone (337) 265-2500
Directions
Retirement Planning in Lafayette, LA

About Lafayette, LA for Those Planning to Retire

Lafayette, LA is a charming city in the heart of Cajun Country, known for its rich history, vibrant culture, and delicious cuisine. Home to several landmarks, including the Acadian Cultural Center, Vermilionville, and the Cathedral of St. John the Evangelist, Lafayette is a hub of cultural activity. The city is also home to several top employers, including the Lafayette Parish School System, Lafayette General Health, and the University of Louisiana at Lafayette. With major highways like I-10 and I-49 running through the city, Lafayette is easily accessible and well-connected. Lafayette is divided into several unique neighborhoods, each with its own character and charm. From the historic downtown area, with its quaint shops and restaurants, to the bustling commercial district of Johnston Street, Lafayette has something for everyone. Overall, Lafayette is a vibrant and diverse city, with a rich cultural heritage and a strong economy.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lafayette, LA can benefit from a bank in numerous ways. For instance, a bank can offer them various financial products and services, such as checking and savings accounts, loans, mortgages, and credit cards. Additionally, a bank can provide financial education and advice to help residents manage their money more effectively. One specific way that a bank can help residents of Lafayette, LA is by offering assistance to those affected by natural disasters, such as hurricanes and floods, which are common in the area. A bank can provide emergency loans, waive fees, and offer other forms of support to help residents get back on their feet after a disaster. Furthermore, a bank can support local businesses in Lafayette, LA by providing loans and other financial services, which can help create jobs and stimulate economic growth in the area.

Insurance Broker

Residents of Lafayette, LA can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the most suitable policies that meet their unique needs. This is especially important in Lafayette, LA, where the economy is driven by the oil and gas industry, and residents may require specialized insurance coverage for their businesses or homes. Moreover, an insurance broker can help residents save money by comparing policies from different insurance providers and negotiating better rates on their behalf. Additionally, an insurance broker can provide valuable advice on risk management and help residents mitigate potential risks by recommending appropriate insurance policies. Overall, the expertise and personalized service of an insurance broker can be invaluable to residents of Lafayette, LA, in protecting their assets and achieving financial security.

Wealth Management

Residents of Lafayette, LA can benefit from the services of a wealth manager in several ways. With the city's economy heavily reliant on the oil and gas industry, a wealth manager can help residents diversify their investment portfolios and mitigate the risks associated with a volatile market. Additionally, Lafayette has a rich cultural heritage, with a thriving arts and entertainment scene. A wealth manager can help residents invest in local businesses and support the community while also achieving their financial goals. With the city's high humidity and frequent rainfall, a wealth manager can also assist residents in planning for unexpected expenses such as home repairs or medical emergencies. Overall, a wealth manager can provide tailored financial advice and guidance to help residents of Lafayette, LA achieve financial stability and success.

Financial Advisor

Residents of Lafayette, LA can benefit from a financial advisor in several ways. Firstly, a financial advisor can help them create a budget and stick to it, which is particularly important in a city that is known for its vibrant culture and cuisine. Lafayette is home to numerous festivals and events, such as the Festival International de Louisiane and the Breaux Bridge Crawfish Festival, which can be expensive to attend. A financial advisor can help residents plan for these events and ensure that they don't overspend. Secondly, a financial advisor can help residents save for retirement, which is especially important in a city where the cost of living is relatively high compared to other cities in Louisiana. Lastly, a financial advisor can help residents navigate the complex world of taxes and investments, ensuring that they are making the most of their money. Overall, a financial advisor can be an invaluable resource for residents of Lafayette, LA, helping them achieve their financial goals and enjoy all that this vibrant city has to offer.

Mortgage Loan Officer

Residents of Lafayette, LA can benefit from the expertise of a mortgage loan officer in a multitude of ways. For instance, these professionals can help first-time homebuyers navigate the complex process of obtaining a mortgage loan, including determining the best loan options and securing the most favorable interest rates. Additionally, mortgage loan officers can assist homeowners in refinancing their existing mortgages to take advantage of lower interest rates or to access equity for home improvements or other expenses. Given Lafayette's unique blend of Cajun and Creole cultures, mortgage loan officers who are familiar with the local real estate market and the needs of the community can be especially valuable resources for residents looking to buy or refinance homes in the area.

Tax Services

Residents of Lafayette, LA can benefit from the expertise of a tax advisor in a myriad of ways. For instance, a tax advisor can assist residents in navigating the complex tax laws and regulations specific to Louisiana. This includes understanding the state's unique tax credits, exemptions, and deductions, such as the Louisiana School Readiness Tax Credit and the Louisiana Citizens Insurance Credit. Additionally, a tax advisor can help residents minimize their tax liability by identifying tax-saving opportunities and ensuring compliance with federal and state tax laws. Furthermore, with Lafayette's thriving oil and gas industry, a tax advisor can provide specialized guidance on tax planning and compliance for those in the energy sector. Overall, a tax advisor can provide invaluable assistance to residents of Lafayette, LA in navigating the complex world of taxes and ensuring financial success.

Estate Planning Lawyer

Residents of Lafayette, LA can benefit greatly from the services of an estate planning lawyer. For instance, an estate planning lawyer can help residents create a will, a legal document that outlines how their assets will be distributed after their death. This is particularly important in Lafayette, LA, a city known for its vibrant culture and rich history. With so many historical landmarks and cultural institutions, it is crucial for residents to ensure that their assets are properly distributed to their loved ones and to organizations that they care about. Additionally, an estate planning lawyer can help residents create a trust, which can protect their assets and ensure that they are used for specific purposes, such as funding their children's education or supporting a charitable cause. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Lafayette, LA, helping them to protect their assets and plan for the future.

Lafayette, LA Financial Resources

Lafayette, LA City Hall

https://www.lafayettela.gov/

Lafayette, LA Public Library

http://lafayettepubliclibrary.org/

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