Retirement Planning in Ascension, LA

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List of Firms

Top Retirement Planners in Ascension, LA

Trosclair Wealth Management, LLC
Location 16044 LA-73 Building 101B, Prairieville, LA 70769, USA
Phone (225) 323-8397
Directions
Align Wealth Partners
Location 10723 N Oak Hills Pkwy building a, Baton Rouge, LA 70810, USA
Phone (225) 408-0122
Directions
The Guidry Retirement Group - Ameriprise Financial Services, LLC
Location 12508 Coursey Blvd Ste B, Baton Rouge, LA 70816, USA
Phone (504) 679-0055
Directions
Veritas Wealth
SEC File# 801-121823
CRD# 312247
Location 8550 United Plaza Blvd # 702, Baton Rouge, LA 70809, USA
Phone (225) 751-1899
Directions
Bonfanti Investment Services, LLC
Location 14279 LA-73, Prairieville, LA 70769, USA
Phone (225) 612-3984
Directions
SEC File# 801-60943
CRD# 119290
Location 3000 21st St, Metairie, LA 70002, USA
Phone (504) 309-6911
Directions
Debby Anselmo Investment & Insurance
Location 41048 LA-42, Prairieville, LA 70769, USA
Phone (225) 622-2222
Directions
Edward Jones - Financial Advisor: Semmes R White, CFP®
5 out of 5
Location 179 Del Orleans, Denham Springs, LA 70726, USA
Phone (225) 664-9798
Directions
Morgan Stanley Financial Advisors
5 out of 5
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3100
Directions
Allred Wealth Management
Location 6183 Breeze Point Dr, Gonzales, LA 70737, USA
Phone (225) 323-3116
Directions
Palmer Wealth Advisors - Ameriprise Financial Services, LLC
Location 8201 Village Plaza Ct Ste 2B, Baton Rouge, LA 70810, USA
Phone (225) 766-4059
Directions
Legacy Wealth Partners
5 out of 5
Location 4600 Sherwood Common Blvd STE 201, Baton Rouge, LA 70816, USA
Phone (225) 303-0362
Directions
Parochial Employees Retirement
3 out of 5
Location 7905 Wrenwood Blvd, Baton Rouge, LA 70809, USA
Phone (225) 928-1361
Directions
Northwestern Mutual: John Battaglia, CLU, ChFC, CFP
Location 11440 Lake Sherwood Ave N D, Baton Rouge, LA 70816, USA
Phone (225) 293-9527
Directions
Retirement Planning in Ascension, LA

About Ascension, LA for Those Planning to Retire

Ascension, LA is a vibrant city that boasts numerous landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Louisiana State Capitol building to the historic USS Kidd museum, Ascension is steeped in rich history and culture. The city is home to several top employers, including ExxonMobil, Dow Chemical, and BASF, which provide thousands of jobs to the local community. Major highways and streets such as I-10, Airline Highway, and Perkins Road make transportation easy and convenient for residents and visitors alike. Each neighborhood in Ascension has its own distinct character and charm. From the bustling downtown area to the peaceful suburbs, there is something for everyone in this diverse city. Whether you're strolling through the quaint streets of Spanish Town or enjoying the scenic views of Highland Road, Ascension has a little bit of everything. Overall, Ascension, LA is a dynamic and exciting city that offers a unique blend of history, culture, and modern amenities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Ascension, LA would benefit from a bank in several ways. Firstly, a bank would provide easy access to financial services such as savings accounts, loans, and credit cards. This would be particularly helpful for individuals and families who are looking to save money or make investments. Additionally, a bank could provide financial education and resources to help residents make informed decisions about their money. This is especially important in a community like Ascension, LA, where many residents may not have access to financial literacy programs or resources. Furthermore, a bank could offer small business loans and other services to support local entrepreneurs and help grow the local economy. Overall, a bank could play a vital role in supporting the financial well-being of the residents of Ascension, LA.

Insurance Broker

Residents of Ascension, LA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their specific needs. This is particularly important in Ascension, LA, where residents face unique risks such as flooding due to the region's proximity to the Mississippi River. Secondly, an insurance broker can help residents save money by finding the best deals on insurance policies and negotiating better rates on their behalf. This is especially important in a region like Ascension, LA, where many residents may be struggling financially due to the impact of natural disasters like Hurricane Katrina. Finally, an insurance broker can provide residents with peace of mind, knowing that they are fully protected against any potential risks that they may face. In a region like Ascension, LA, where natural disasters are a constant threat, this peace of mind can be invaluable.

Wealth Management

Residents of Ascension, LA can benefit from the services of a wealth manager in numerous ways. A wealth manager can assist with financial planning, investment management, tax planning, and retirement planning. Specifically, residents of Ascension, LA could benefit from a wealth manager's expertise in managing assets related to the petrochemical industry, which is a significant contributor to the local economy. Additionally, a wealth manager can help residents navigate the complexities of estate planning, which is especially important given the high rate of property ownership in the area. With a wealth manager's guidance, residents can make informed decisions about their finances and achieve their long-term financial goals.

Financial Advisor

Residents of Ascension, LA can benefit from the services of a financial advisor in various ways. One of the most common ways is by providing guidance on how to manage their finances and investments. In a place like Ascension, LA, which is known for its thriving petrochemical industry, a financial advisor can help residents navigate the complexities of the industry and make informed investment decisions. Furthermore, a financial advisor can assist residents in creating a comprehensive financial plan that takes into account their short-term and long-term goals, such as saving for retirement or paying for their children's education. Additionally, a financial advisor can provide valuable advice on tax planning, estate planning, and risk management, which can help residents protect their assets and achieve financial security. Overall, working with a financial advisor can be instrumental in helping residents of Ascension, LA achieve their financial goals and build a solid financial foundation for their future.

Mortgage Loan Officer

Residents of Ascension, LA would greatly benefit from the help of a mortgage loan officer in several ways. Firstly, the officer can assist in finding the best mortgage rates and loan options available in the area. This is particularly important in Ascension, LA, where the housing market is highly competitive and complex. Additionally, a loan officer can guide residents through the application process, helping them to navigate the often confusing and overwhelming paperwork and requirements. Furthermore, a mortgage loan officer can also provide valuable advice and support throughout the entire home buying process, from pre-approval to closing. With their expertise and knowledge of the local market, a mortgage loan officer can be an invaluable resource for residents of Ascension, LA looking to purchase a home.

Tax Services

Residents of Ascension, LA would benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations specific to Louisiana, a tax advisor can provide invaluable guidance and support to individuals and businesses in the area. For example, in Ascension, LA, there are various tax incentives and credits available for businesses that invest in the community, such as the Louisiana Quality Jobs Program. A tax advisor can help businesses navigate these complex programs and ensure they are taking full advantage of the benefits available to them. Additionally, with the recent changes to the federal tax code, a tax advisor can provide insight into how these changes may impact individuals and businesses in Ascension, LA and help them adjust their financial strategies accordingly. Overall, a tax advisor can provide critical support to residents of Ascension, LA in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Ascension, LA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive plan for their assets and property, ensuring that their wishes are properly documented and executed. This is particularly important in Ascension, LA, where the economy is heavily reliant on the petrochemical industry, and residents may have significant assets tied up in this sector. Secondly, an estate planning lawyer can help residents to minimize the tax implications of passing on their assets to their heirs, ensuring that their loved ones receive the maximum benefit possible. Finally, an estate planning lawyer can provide guidance and support to families dealing with the complexities of probate and estate administration, helping them to navigate the legal system and ensure that their loved ones' wishes are respected.

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