Wealth Management in Thibodaux, LA

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List of Firms

Thibodaux, LA Wealth Management Firms

Gregory A Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 132 Rue Colette Ste A, Thibodaux, LA 70301, USA
Phone (985) 446-1968
Directions
Affiliated Asset Managers
Location 1249 Canal Blvd, Thibodaux, LA 70301, USA
Phone (985) 446-1850
Directions
Callais Capital Management
5 out of 5
Location 401 Focus St, Thibodaux, LA 70301, USA
Phone (985) 492-2323
Directions
Edward Jones - Financial Advisor: Blaire Verdun
SEC File# 801-3297
CRD# 250
Location 507 St Philip St Suite E, Thibodaux, LA 70301, USA
Phone (985) 446-9440
Directions
Edward Jones - Financial Advisor: Bill Hochstetler
SEC File# 801-3297
CRD# 250
Location 507 St Philip St Suite E, Thibodaux, LA 70301, USA
Phone (985) 446-9440
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
SEC File# 801-10970
CRD# 6413
Location 501 Canal Blvd, Thibodaux, LA 70301, USA
Phone (985) 227-7111
Directions
Meyer Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 132 Rue Colette Ste A, Thibodaux, LA 70301, USA
Phone (985) 446-1159
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
Edward Jones - Financial Advisor: Samuel J Rodrigue, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 204 E Bayou Rd Suite B, Thibodaux, LA 70301, USA
Phone (985) 446-5217
Directions
Ameriprise Financial
Location 132 Rue Colette Suite A, Thibodaux, LA 70301, USA
Phone (985) 446-1968
Directions
Edward Jones - Financial Advisor: Tony Tranchina
SEC File# 801-3297
CRD# 250
Location 142 Laura Dr Suite G, Thibodaux, LA 70301, USA
Phone (985) 447-1745
Directions
Edward Jones - Financial Advisor: Brooke H Eastridge
SEC File# 801-3297
CRD# 250
Location 507 St Philip St Suite E, Thibodaux, LA 70301, USA
Phone (985) 446-9440
Directions
Thomas Meyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 132 Rue Colette Ste A, Thibodaux, LA 70301, USA
Phone (985) 446-1159
Directions
Southern Wealth Strategies, LLC
Location 206 Green St Suite 106, Thibodaux, LA 70301, USA
Phone (985) 492-2270
Directions
Bart Broussard
Location 909 Canal Blvd, Thibodaux, LA 70301, USA
Phone (985) 448-1059
Directions
Cade Babineaux - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 132 Rue Colette Ste A, Thibodaux, LA 70301, USA
Phone (985) 446-1968
Directions
Wealth Management in Thibodaux, LA

Where Wealth Management Advisors in Thibodaux, LA Serve

Thibodaux, Louisiana is a charming city located in Lafourche Parish. It is home to several landmarks, including the Laurel Valley Village, a preserved sugar plantation, and the Jean Lafitte National Historical Park and Preserve, which offers visitors a glimpse into the region's history and natural beauty. The city is also home to Nicholls State University, a top employer in the area, along with the Thibodaux Regional Medical Center and the Lafourche Parish School Board. Major highways that run through Thibodaux include US-90 and LA-1, while streets like Canal Boulevard and Jackson Street are bustling with local businesses and restaurants. Neighborhoods in Thibodaux range from historic downtown to newer developments like Acadia Woods and Plantation Acres. With its rich history, natural beauty, and thriving economy, Thibodaux is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Thibodaux, LA could be helped by a bank in numerous ways. Firstly, a bank could provide financial assistance to small businesses in the area, which would help to boost the local economy. Secondly, a bank could offer mortgage loans to residents who wish to purchase homes in Thibodaux, which would provide a sense of stability and permanence to the community. Additionally, a bank could provide financial education to residents, particularly those who may be struggling with debt or financial insecurity. This could include workshops on budgeting and saving, as well as one-on-one consultations with financial advisors. Thibodaux is a small city with a unique culture and history, and a bank that is invested in the community could help to preserve and promote these qualities.

Insurance Broker

Residents of Thibodaux, LA can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, having comprehensive insurance coverage for their homes and properties is crucial. Additionally, the city is prone to flooding, and an insurance broker can help residents navigate the complexities of flood insurance policies. Furthermore, Thibodaux is known for its vibrant food culture, with numerous restaurants and food festivals throughout the year. An insurance broker can assist local business owners in obtaining liability insurance to protect them from any legal issues that may arise. With their expertise and knowledge of the insurance industry, an insurance broker can provide invaluable assistance to the residents of Thibodaux, ensuring that they have the proper coverage for their unique needs.

Retirement Planning

Residents of Thibodaux, LA could benefit from the expertise of a retirement planner in a variety of ways. One specific way is by helping them navigate the complexities of Louisiana's unique tax laws. A retirement planner could assist residents in taking advantage of tax breaks and deductions that are specific to Louisiana, such as the Homestead Exemption. Additionally, retirement planners could help residents plan for the high cost of healthcare in the area, as Thibodaux is home to multiple hospitals and medical facilities. They could also provide guidance on how to maximize Social Security benefits, which could be especially important for those who have worked in the area's oil and gas industry. With their knowledge and experience, retirement planners could help Thibodaux residents achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Thibodaux, LA can benefit greatly from the guidance of a financial advisor. With the city's economy heavily reliant on the oil and gas industry, a financial advisor can help residents navigate the unpredictable nature of this sector and develop a diversified investment portfolio. Additionally, with the city's high poverty rate, a financial advisor can provide valuable advice on budgeting and debt management to help residents improve their financial stability. Furthermore, with the city's vulnerability to natural disasters, such as hurricanes, a financial advisor can assist residents in creating an emergency fund and developing a plan for protecting their assets. Overall, a financial advisor can provide invaluable support to Thibodaux residents as they work towards achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of Thibodaux, LA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist residents in navigating the complex and ever-changing world of mortgage lending. With their knowledge of the local real estate market, they can help residents find the most suitable loan products and lenders that meet their unique financial needs. Secondly, a mortgage loan officer can help residents secure a loan with favorable terms and interest rates, which can save them thousands of dollars over the life of the loan. Moreover, Thibodaux, LA is a city that is prone to natural disasters, such as hurricanes and floods. A mortgage loan officer can help residents obtain loans that include provisions for disaster relief and recovery, ensuring that they are financially protected during times of crisis. Overall, the guidance and support of a mortgage loan officer can make a significant difference in the financial wellbeing of residents of Thibodaux, LA.

Tax Services

Residents of Thibodaux, LA can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations in Louisiana, ensuring they are compliant with all state and federal tax requirements. Additionally, a tax advisor can assist residents in identifying deductions and credits they may be eligible for, potentially reducing their tax burden. Furthermore, Thibodaux is a city with a thriving small business community, and a tax advisor can provide invaluable guidance to entrepreneurs on tax planning and compliance, helping them to grow and succeed. Overall, a tax advisor can provide much-needed support and expertise to residents of Thibodaux, helping them to maximize their financial well-being and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Thibodaux, LA can benefit greatly from the expertise of an estate planning lawyer. These professionals specialize in helping individuals create a comprehensive plan for the distribution of their assets after they pass away. In a city like Thibodaux, which is known for its historic architecture and rich cultural heritage, estate planning can be especially important. A lawyer can help residents ensure that their homes, land, and other valuable possessions are passed down to their loved ones in the way that they desire. Additionally, an estate planning lawyer can help residents navigate the complex legal landscape of Louisiana, which has unique laws and regulations regarding inheritance and property rights. With the help of an experienced lawyer, residents of Thibodaux can have peace of mind knowing that their legacy is protected and their wishes will be fulfilled.

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