Retirement Planning in West Feliciana, LA

We did the hard work of finding trustworthy partners in West Feliciana, LA. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in West Feliciana, LA

generic_business-71
Lisa Westmoreland - Raymond James
Location 445 North Blvd, Baton Rouge, LA 70802, USA
Phone (225) 344-9020
Language https://www.raymondjames.com/LisaWestmoreland
Directions
generic_business-71
East Financial Group
Location 21122 Old Scenic Hwy Suite A, Zachary, LA 70791, USA
Phone (225) 570-8557
Language https://theeastfinancialgroup.com/
Directions
generic_business-71
West Feliciana Chamber of Commerce
Location 5848 Commerce St, St Francisville, LA 70775, USA
Phone (225) 635-6717
Language http://westfelicianachamber.org/
Directions
generic_business-71
A.B. Ridgeway Wealth Management
Location 537 Cajundome Blvd Suite #111, Lafayette, LA 70506, USA
Phone (337) 414-3686
Language https://www.abrwealthmanagement.com/
Directions
generic_business-71
Regal Financial Group
Location 8898 Elton St, Livonia, LA 70755, USA
Phone (225) 718-3533
Language http://www.regalfin.com/livonia-la
Directions
generic_business-71
Pathway Planning Group
Location 533 Europe St, Baton Rouge, LA 70802, USA
Phone (225) 338-5250
Directions
generic_business-71
wiley moody lincoln financial
Location 4608 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 953-8286
Language http://www.rainierwealth.com/location.htm
Directions
generic_business-71
Brian Low Financial Group
5 out of 5
Location 4463 Bluebonnet Blvd Suite B, Baton Rouge, LA 70809, USA
Phone (225) 292-4225
Language http://www.brianlowfinancial.com/
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Elizabeth Querbes Entenmann
Location 445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, USA
Phone (225) 388-9260
Language https://fa.ml.com/louisiana/baton-rouge/entenmannmcclendon
Directions
generic_business-71
Thompson Creek Wealth Advisors
Location 14179 Audubon Trce, St Francisville, LA 70775, USA
Phone (225) 302-8946
Directions
generic_business-71
Resolute Billing Plus
Location 214 E Railroad Ave suite a, Palmetto, LA 71358, USA
Phone (337) 592-0821
Directions
generic_business-71
West Feliciana Council On Aging
5 out of 5
Location 12292 Jackson Rd, St Francisville, LA 70775, USA
Phone (225) 635-6719
Language https://www.capitalaaa.org/services-by-parish/west-feliciana-parish/
Directions
generic_business-71
Mc Clain Financial Group
Location 658 St Charles St, Baton Rouge, LA 70802, USA
Phone (225) 338-5390
Language http://www.mcclainfinancialgroup.com/
Directions
generic_business-71
Investments
Location Baton Rouge, LA 70807, USA
Phone (225) 778-7633
Directions
generic_business-71
Vkj Investments of Pointe Coup
Location 7450 E Driftwood Dr, Ventress, LA 70783, USA
Phone (225) 638-4420
Directions
generic_business-71
Strong Investments
Location Baton Rouge, LA 70807, USA
Phone (225) 302-5590
Directions
generic_business-71
Edward Jones - Financial Advisor: Dedrick Lewis
SEC File# 801-3297
CRD# 250
Location 20103 Old Scenic Hwy Bldg 7, Zachary, LA 70791, USA
Phone (225) 654-4191
Language https://www.edwardjones.com/us-en/financial-advisor/dedrick-lewis
Directions
generic_business-71
The Pangburn Group
5 out of 5
Location 301 Major Pkwy, New Roads, LA 70760, USA
Phone (800) 634-3287
Language http://www.pangburngroup.com/
Directions
generic_business-71
Cadillac Wealth Advisors
Location 13683 Cr-593, St Francisville, LA 70775, USA
Phone (225) 306-3077
Language http://www.cadillacwealthadvisors.com/
Directions
generic_business-71
Nicole Fawley - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3120
Language https://advisor.morganstanley.com/nicole.fawley?y_source=1_MTEwODAzOTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
Macy Financial Services, Inc.
Location 2002 False River Dr, New Roads, LA 70760, USA
Phone (225) 638-6051
Language http://www.macyfinancial.com/
Directions
generic_business-71
Investment Professionals Inc
5 out of 5
Location 5681 Commerce St, St Francisville, LA 70775, USA
Phone (225) 635-0047
Directions
generic_business-71
Legacy Planning Group
Location 2638 Muirfield Dr, Zachary, LA 70791, USA
Phone (225) 654-5211
Directions
generic_business-71
Young Investment Group
Location 10182 Weevil St, St Francisville, LA 70775, USA
Phone (225) 635-2722
Directions
generic_business-71
Knight Rider Investments LLC
Location 4391 Turner Ln, Ethel, LA 70730, USA
Phone (225) 683-0802
Directions
generic_business-71
Andy Schmitz - Raymond James
Location 1602 W Pinhook Rd Ste 302, Lafayette, LA 70508, USA
Phone (337) 769-4444
Language https://www.raymondjames.com/thefinancialsolutiongroup/
Directions
generic_business-71
Gregory Ricks & Associates - Total Wealth Authority
Location 10235 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70809, USA
Phone (504) 832-9200
Directions
generic_business-71
The Manne Group - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3122
Language https://advisor.morganstanley.com/the-manne-group?y_source=1_MTA4MjY5MjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
The Hurtado Del Solar Group - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 325-8907
Language https://advisor.morganstanley.com/the-hurtado-del-solar-group?y_source=1_MTA4MjM1ODItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
The Feld Weinstein Group - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3128
Language https://advisor.morganstanley.com/the-feld-weinstein-group?y_source=1_MTA4MjI0MDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Retirement Planning in West Feliciana, LA

About West Feliciana, LA for Those Planning to Retire

West Feliciana, LA is a charming and historic town located in Louisiana. This town is home to several notable landmarks, including the beautiful and historic Rosedown Plantation State Historic Site, which is a must-see for history buffs and architecture enthusiasts alike. Additionally, the West Feliciana Parish Courthouse is a stunning example of Greek Revival architecture and is a popular spot for tourists and locals alike. When it comes to top employers, West Feliciana is home to several major companies, including ExxonMobil and the Louisiana Department of Corrections. These companies provide jobs and economic stability for the community, making West Feliciana a great place to live and work. In terms of major highways and streets, West Feliciana is conveniently located near several major thoroughfares, including Highway 61 and Highway 10. These highways provide easy access to nearby towns and cities, making it easy to explore all that Louisiana has to offer.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of West Feliciana, LA can benefit from a bank in various ways. With a population of around 15,000, the community is relatively small and rural, which means that the nearest major city is over an hour away. Therefore, having a local bank that offers services such as checking and savings accounts, loans, and mortgages can be incredibly helpful for residents who need to manage their finances without traveling long distances. Additionally, many people in West Feliciana work in agriculture or small businesses, which means that they may need specialized financial services such as crop loans or small business loans. A bank that understands the unique needs of the local economy can provide these services and help support the community's growth and development. Overall, a bank can be a vital resource for residents of West Feliciana, LA, providing them with the financial tools they need to succeed and thrive in their community.

Insurance Broker

Residents of West Feliciana, LA can benefit from the services of an insurance broker in numerous ways. One of the most common ways an insurance broker can help is by providing guidance on the best insurance policies that suit the specific needs of the residents. With West Feliciana being a rural parish, residents may require insurance policies that cover farm equipment, livestock, and other agricultural assets. Additionally, an insurance broker can assist residents in finding affordable health insurance policies, which is particularly important since West Feliciana is known for having a high percentage of uninsured residents. Furthermore, an insurance broker can help residents navigate the complex process of filing insurance claims, especially during natural disasters that are common in the area, such as hurricanes and floods. Overall, the expertise and knowledge of an insurance broker can be invaluable to the residents of West Feliciana, LA.

Wealth Management

Residents of West Feliciana, LA can benefit from the services of a wealth manager in various ways. One of the most common ways is by helping them plan for their retirement. Retirement planning is crucial, especially in a place like West Feliciana, where the population is aging, and many residents are nearing retirement age. A wealth manager can help residents create a personalized plan that takes into account their current financial situation, retirement goals, and risk tolerance. Additionally, a wealth manager can help residents navigate the complex tax laws in Louisiana and maximize their retirement savings. With a wealth manager's guidance, residents can feel more confident about their financial future and enjoy their retirement years without worrying about money.

Financial Advisor

Residents of West Feliciana, LA could greatly benefit from the services of a financial advisor. A financial advisor can assist in developing a personalized budget for each individual and help them manage their finances more effectively. With the high poverty rate in West Feliciana, LA, a financial advisor can provide guidance on how to make the most out of limited resources. Additionally, a financial advisor can help residents plan for their future by providing investment advice and creating retirement plans. The unique agricultural economy of West Feliciana, LA also presents specific financial challenges that a financial advisor can help navigate. With their expertise, a financial advisor can help farmers and other agricultural workers develop financial strategies that take into account the seasonal nature of their work and the potential impacts of weather and other external factors. Overall, a financial advisor can provide valuable support to the residents of West Feliciana, LA, helping them achieve financial stability and plan for a secure future.

Mortgage Loan Officer

Residents of West Feliciana, LA could benefit from the assistance of a mortgage loan officer in various ways. For instance, the officer could help them secure a mortgage loan to purchase a home or refinance an existing mortgage. This is particularly important in West Feliciana, LA, where the median home value is $233,400, and the homeownership rate is 75.2%. With the help of a mortgage loan officer, residents could explore different loan options, such as fixed-rate or adjustable-rate mortgages, and find the one that best suits their needs. Additionally, the officer could guide them through the application process, which can be complex and time-consuming, and help them navigate the local housing market, which is characterized by a mix of historic homes, new developments, and rural properties. Overall, the expertise and support of a mortgage loan officer could make a significant difference in the lives of West Feliciana, LA residents who are looking to achieve their homeownership goals.

Tax Services

Residents of West Feliciana, LA can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can help is in navigating the complex tax laws and regulations that apply to the timber industry in the area. West Feliciana is home to vast forests, and many residents rely on timber production for their livelihoods. A tax advisor can assist these individuals in maximizing their deductions and credits related to timber production, as well as ensuring compliance with state and federal tax laws. Additionally, a tax advisor can help residents of West Feliciana with estate planning, retirement planning, and investment strategies, all of which can have a significant impact on their long-term financial well-being. By working with a tax advisor, residents of West Feliciana can feel confident that they are making informed financial decisions and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of West Feliciana, LA can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help individuals in West Feliciana, LA create a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in West Feliciana, LA as it is a rural area with a high poverty rate, making it crucial for individuals to have a plan in place for their assets and property. Additionally, an estate planning lawyer can assist with Medicaid planning, which is essential for residents of West Feliciana, LA who may need long-term care in the future. Furthermore, an estate planning lawyer can help with probate and estate administration, which can be a complex and time-consuming process. In conclusion, an estate planning lawyer can provide valuable services to residents of West Feliciana, LA, ensuring that their wishes are honored and their loved ones are taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in West Feliciana, LA are diverse and comprehensive. These services include but are not limited to financial planning, investment strategies, tax planning, estate planning, and long-term care planning. The planner will work closely with clients to develop a personalized retirement plan that takes into account their unique financial situation, goals, and aspirations. Given the rural nature of West Feliciana, LA, the planner may also offer specialized services that cater to the needs of farmers and ranchers, such as succession planning and farm transfer strategies. The planner will leverage their expertise and experience to help clients navigate the complexities of retirement planning and ensure they are well-prepared for their golden years.

West Feliciana, LA is undoubtedly the best place to get a retirement planner for a myriad of reasons. The town's serene and tranquil environment offers the perfect setting for retirees to settle down and enjoy their golden years. With its lush greenery, rolling hills, and picturesque landscapes, West Feliciana, LA provides an idyllic atmosphere that is not only conducive to relaxation but also to sound financial planning. The town boasts of a wide range of retirement planners who possess a wealth of experience and expertise in the field of financial planning. These professionals are committed to helping retirees achieve their financial goals by providing tailored solutions that meet their unique needs. Whether you are looking to invest in stocks, bonds, or mutual funds, West Feliciana, LA has got you covered. With its top-notch retirement planners and serene environment, this town is undoubtedly the best place to retire in Louisiana.