Wealth Management in Monroe, LA

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

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Monroe, LA Wealth Management Firms

Argent Advisors
SEC File# 801-60187
CRD# 112028
Location 2400 Forsythe Ave suite a, Monroe, LA 71201, USA
Phone (318) 807-4541
Language https://argentinvestingservices.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
John Clausen - Raymond James
Location 1900 N 18th St, Monroe, LA 71201, USA
Phone (318) 327-1120
Language https://www.raymondjames.com/johnclausen
Directions
Booth Wealth Management
3 out of 5
Location 1861 Hudson Cir N, Monroe, LA 71201, USA
Phone (318) 812-1078
Language http://raymondjames.com/BoothWM/
Directions
McNeely Wealth Management
Location 1900 N 18th St, Monroe, LA 71201, USA
Phone (318) 450-3261
Directions
Wealth Management in Monroe, LA

Where Wealth Management Advisors in Monroe, LA Serve

Monroe, LA is a vibrant and bustling city located in the northern part of the state. It is home to several noteworthy landmarks, including the Biedenharn Museum and Gardens, which showcases the history of Coca-Cola, and the Chennault Aviation and Military Museum, which celebrates the contributions of local veterans. The city is also known for its beautiful parks, such as Kiroli Park and Forsythe Park, which offer a variety of recreational activities for all ages. In terms of top employers, Monroe is home to several major companies, including CenturyLink, which provides telecommunications services to millions of customers around the world, and Graphic Packaging International, a leading provider of packaging solutions for the food and beverage industry. Other notable employers include the University of Louisiana at Monroe, St. Francis Medical Center, and the Ouachita Parish School Board.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monroe, LA can benefit from banks in several ways. Firstly, banks provide access to financial resources that can help residents manage their finances efficiently. For instance, banks in Monroe, LA offer savings accounts that can help residents save money for emergencies or future investments. Additionally, banks in Monroe, LA provide loans that can help residents finance their education, home, or business. Secondly, banks in Monroe, LA offer convenient banking services that save residents time and effort. For example, banks in Monroe, LA provide online banking services that allow residents to manage their accounts from the comfort of their homes. Lastly, banks in Monroe, LA play a crucial role in supporting the local economy by providing loans to businesses, which in turn creates job opportunities for residents. Overall, banks in Monroe, LA provide a vital service to the community by offering financial resources, convenient banking services, and supporting the local economy.

Insurance Broker

Residents of Monroe, LA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and coverage options, ensuring that they get the best possible coverage for their needs and budget. This is particularly important in Monroe, LA, where the weather can be unpredictable and severe, with frequent tornadoes and flooding. An insurance broker can help residents find policies that cover these specific risks, as well as other common hazards like fire and theft. Additionally, an insurance broker can provide valuable advice and support when it comes to filing claims and dealing with insurance companies, helping residents get the compensation they deserve in the event of an accident or disaster. Overall, working with an insurance broker can be a smart and valuable investment for residents of Monroe, LA, providing peace of mind and financial protection in an uncertain world.

Retirement Planning

Residents of Monroe, LA can greatly benefit from the services of a retirement planner. With its humid subtropical climate and high poverty rate, Monroe presents unique challenges for retirees. A retirement planner can help individuals navigate the complex world of retirement planning and ensure that they have a secure financial future. They can assist with creating a budget, managing investments, and determining the best retirement savings options. Additionally, a retirement planner can help residents of Monroe, LA navigate the complicated tax laws and regulations that can impact their retirement savings. With the help of a skilled retirement planner, residents of Monroe, LA can rest assured that their retirement years will be comfortable and secure.

Financial Advisor

Residents of Monroe, LA could benefit from a financial advisor in several ways. Firstly, a financial advisor could help individuals in Monroe plan for retirement. With the city's median age being 35.2 years old, many residents may not have started planning for their retirement yet. Secondly, a financial advisor could assist individuals in managing their debt. With the poverty rate in Monroe being 28.4%, many residents may have accumulated debt and could benefit from a professional's guidance on how to manage and reduce it. Additionally, a financial advisor could help individuals in Monroe invest in the local economy. Monroe is home to several thriving industries, including healthcare, education, and manufacturing. A financial advisor could help individuals identify investment opportunities in these industries, ultimately benefiting both the individual and the community. Overall, a financial advisor could be a valuable resource for residents of Monroe, LA in planning for their financial futures.

Mortgage Loan Officer

Residents of Monroe, LA can benefit greatly from the expertise of a mortgage loan officer. With the city's diverse population and economy, a mortgage loan officer can assist residents in finding the best mortgage options to fit their unique financial situation. For example, Monroe, LA is home to many families who have been affected by the recent economic downturn. A mortgage loan officer can help these families navigate the complex world of mortgages, including government-backed loan options and other financial assistance programs. Additionally, with the city's proximity to Louisiana Tech University and the University of Louisiana at Monroe, a mortgage loan officer can help college students and recent graduates find affordable housing options and secure a mortgage that fits their financial needs. Overall, a mortgage loan officer can provide invaluable assistance to residents of Monroe, LA, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Monroe, LA could benefit significantly from the expertise of a tax advisor. With a diverse economy that includes healthcare, education, and manufacturing, Monroe's tax laws can be complex and confusing. A tax advisor can help residents navigate the intricacies of tax codes, identify any potential deductions or credits, and ensure compliance with state and federal tax laws. Additionally, Monroe is home to a large number of small businesses, which can benefit from a tax advisor's assistance in managing payroll taxes, sales taxes, and other financial obligations. With the help of a tax advisor, residents of Monroe can maximize their tax savings and avoid costly mistakes that could lead to penalties and fines.

Estate Planning Lawyer

Residents of Monroe, LA can benefit from the services of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help residents of Monroe, LA to create a comprehensive estate plan that reflects their unique needs and goals. This includes drafting wills, trusts, and other legal documents that outline their wishes for the distribution of their assets after they pass away. Additionally, an estate planning lawyer can help Monroe residents to minimize taxes and avoid probate, which can save their loved ones time and money in the long run. Furthermore, an estate planning lawyer can assist Monroe residents with planning for incapacity, ensuring that they have the proper legal documents in place to make medical and financial decisions on their behalf if they become unable to do so themselves. In a city like Monroe, LA where the population is growing and the economy is constantly changing, it is crucial for residents to have a strong estate plan in place to protect their assets and 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

Comprehensive Wealth Management FAQs

Wealth managers in Monroe, LA offer a range of services to help individuals and families manage their finances. These services include investment management, retirement planning, tax planning, estate planning, and more. One specific aspect of Monroe, LA that wealth managers may take into account is the area's unique mix of industries. With a strong presence in healthcare, education, and manufacturing, wealth managers may need to craft investment strategies that account for the potential risks and opportunities associated with these industries. Additionally, wealth managers may need to consider the impact of local tax laws and regulations on their clients' financial plans. By working closely with clients to understand their goals and needs, wealth managers in Monroe, LA can help them build and preserve their wealth over the long term.

Monroe, LA is the perfect place to find a wealth manager due to its vibrant financial landscape. The city boasts a diverse range of financial institutions, including banks, investment firms, and insurance companies. This variety ensures that individuals seeking a wealth manager have access to a wide range of investment options and financial services. Furthermore, Monroe's strategic location in northeastern Louisiana makes it an ideal hub for business and commerce, attracting top-notch professionals in the financial industry. With its rich cultural heritage and strong community ties, Monroe is a city that values trust and transparency, qualities that are essential in a wealth manager. Whether you're looking to grow your portfolio or plan for retirement, Monroe's wealth management professionals have the expertise and experience to help you achieve your financial goals.