Wealth Management in West Feliciana, LA

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List of Firms

West Feliciana, LA Wealth Management Firms

Terrebonne Wealth Management Group - UBS Financial Services Inc.
Location 7150 Jefferson Hwy Suite 650, Baton Rouge, LA 70806, USA
Phone (225) 922-6916
Language https://advisors.ubs.com/terrebonne/?utm_source=Yext&utm_medium=GMB&utm_campaign=167296&y_source=1_MjAwOTY3MjUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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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
Language https://www.ameripriseadvisors.com/team/gulf-south-wealth-advisors/?cid=IP_local_google
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Young Investment Group
Location 10182 Weevil St, St Francisville, LA 70775, USA
Phone (225) 635-2722
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Merrill Lynch Wealth Management Advisor Ashton Piland Bevinetto
Location 445 North Blvd 4th Floor, Suite 401, Baton Rouge, LA 70802, USA
Phone (225) 388-9223
Language https://fa.ml.com/louisiana/baton-rouge/thepilandgroup
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TriCoast Wealth Management
Location 8675 Bluebonnet Blvd, Baton Rouge, LA 70810, USA
Phone (225) 292-5575
Language http://www.tricoastwealth.com/
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Gulf Coast Wealth Management - UBS Financial Services Inc.
Location 900 E St Mary Blvd 1st Floor, Lafayette, LA 70503, USA
Phone (337) 266-6015
Language https://advisors.ubs.com/gulfcoast/?utm_source=Yext&utm_medium=GMB&utm_campaign=172499&y_source=1_MjAwOTY5MzMtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Cadillac Wealth Advisors
Location 13683 Cr-593, St Francisville, LA 70775, USA
Phone (225) 306-3077
Language http://www.cadillacwealthadvisors.com/
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Thompson Creek Wealth Advisors
Location 14179 Audubon Trce, St Francisville, LA 70775, USA
Phone (225) 302-8946
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Edward Jones - Financial Advisor: Daniel T Gomez, CRPC®
SEC File# 801-3297
CRD# 250
Location 4257 Church St Suite 106, Zachary, LA 70791, USA
Phone (225) 654-5838
Language https://www.edwardjones.com/us-en/financial-advisor/daniel-gomez
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Wealth Management in West Feliciana, LA

Where Wealth Management Advisors in West Feliciana, LA Serve

Nestled in the rolling hills of Louisiana, West Feliciana is a charming town steeped in history and culture. From its iconic landmarks to its bustling business district, this vibrant community is a hub of activity and excitement. At the heart of West Feliciana lies its many landmarks, including the historic Rosedown Plantation and the beautiful Tunica Hills Wildlife Management Area. These stunning natural wonders are a testament to the town's rich heritage and offer visitors a glimpse into its storied past. In terms of employment, West Feliciana is home to a number of top employers, including the West Feliciana Parish School Board, the Louisiana State Penitentiary, and the West Feliciana Hospital. These thriving businesses provide ample job opportunities for residents and contribute to the town's overall economic prosperity. When it comes to transportation, West Feliciana is easily accessible via a number of major highways and streets, including Highway 61 and Highway 10.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of West Feliciana, LA can benefit from a bank in several ways. Firstly, a bank can provide them with access to financial services such as savings accounts, checking accounts, and loans. This is especially important for people living in rural areas like West Feliciana, where access to financial services may be limited. Secondly, a bank can help residents manage their finances better by providing financial advice and planning services. This is particularly important for people in West Feliciana, where the economy is largely based on agriculture and oil and gas production, and income can be unpredictable. Additionally, a bank can help residents protect their assets by providing insurance and investment products. This is especially important in West Feliciana, where natural disasters such as hurricanes and floods are a common occurrence. Overall, a bank can be an invaluable resource for residents of West Feliciana, helping them to improve their financial well-being and achieve their long-term goals.

Insurance Broker

Residents of West Feliciana, LA can benefit greatly from the services of an insurance broker. With the unique topography of the region, which includes rolling hills and dense forests, residents are at a higher risk of experiencing natural disasters such as floods and wildfires. An experienced insurance broker can help residents navigate the complexities of obtaining insurance coverage for these potential hazards. Additionally, the area is home to many small businesses, which may require specialized insurance policies to protect their assets. An insurance broker can assist these business owners in finding the right coverage to meet their unique needs. Furthermore, as a rural community, many residents rely on agriculture as their primary source of income. An insurance broker can help farmers and ranchers protect their crops and livestock from unexpected losses due to weather or disease. Overall, the expertise and guidance of an insurance broker can be invaluable to the residents of West Feliciana, LA in protecting their homes, businesses, and livelihoods.

Retirement Planning

Residents of West Feliciana, LA would greatly benefit from the services of a retirement planner. With a population of just over 15,000, this rural community is home to many hardworking individuals who may not have the financial expertise to properly plan for their retirement. A retirement planner can help these residents navigate the complexities of retirement planning, which can include everything from creating a budget and managing debt to investing in retirement accounts and maximizing Social Security benefits. Additionally, a retirement planner can help residents in West Feliciana, LA take advantage of tax incentives and other financial opportunities that are specific to their community, such as the tax breaks offered for investing in Louisiana's Opportunity Zones. By working with a retirement planner, residents of West Feliciana, LA can feel confident that they are taking the necessary steps to secure their financial future.

Financial Advisor

Residents of West Feliciana, LA can benefit from the services of a financial advisor in numerous ways. With its relatively small population of just over 15,000, the parish faces unique challenges when it comes to financial planning. A financial advisor can help residents navigate the complexities of retirement planning, estate planning, and tax planning, ensuring that their financial goals are met. Additionally, a financial advisor can offer guidance on investment strategies that are tailored to the specific needs of West Feliciana residents, taking into account factors such as the parish's rural economy and the prevalence of agriculture and forestry industries. By working with a financial advisor, residents can feel confident that they are making informed decisions about their financial future and taking the necessary steps to achieve their goals.

Mortgage Loan Officer

Residents of West Feliciana, LA would benefit from the guidance of a mortgage loan officer in several ways. Firstly, the officer can assist them in securing a mortgage that is tailored to their specific needs and budget. Given that West Feliciana is a predominantly rural area, the officer can help residents navigate the unique challenges of securing a mortgage for a property located in a rural area. Additionally, the officer can help residents understand the various mortgage options available to them, such as FHA loans, VA loans, and conventional loans. With the officer's expertise, residents can make informed decisions about which type of loan is best suited for their financial situation. Finally, the officer can help residents understand the complex process of applying for and obtaining a mortgage, including the necessary documentation and paperwork. By working with a mortgage loan officer, residents of West Feliciana can access the resources and support they need to achieve their dream of homeownership.

Tax Services

Residents of West Feliciana, LA can benefit from the expertise of a tax advisor in various ways. Firstly, tax advisors can assist residents in navigating the complex tax laws and regulations in Louisiana, ensuring that they comply with all requirements and avoid penalties. Additionally, tax advisors can help residents minimize their tax liabilities by identifying deductions and credits that they may not be aware of. For example, residents of West Feliciana who own historic homes may be eligible for tax credits for the restoration and preservation of their properties. Furthermore, tax advisors can provide guidance on estate planning, retirement planning, and investment strategies, helping residents to achieve their financial goals. In a rural area like West Feliciana, where many residents may be self-employed or own small businesses, tax advisors can also offer valuable advice on business tax planning and compliance. Overall, the services of a tax advisor can provide significant benefits to residents of West Feliciana, helping them to manage their finances more effectively and achieve greater financial security.

Estate Planning Lawyer

Residents of West Feliciana, LA can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique needs and circumstances of each individual. This can include drafting wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with tax planning and minimizing tax liabilities, which is particularly important for residents of Louisiana due to its complex tax system. Furthermore, an estate planning lawyer can also provide guidance on issues related to Medicaid planning, long-term care planning, and other healthcare-related matters. With the help of an experienced estate planning lawyer, residents of West Feliciana, LA can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in West Feliciana, LA can provide a range of financial services to help clients manage their wealth. From investment planning to estate planning and tax management, a wealth manager can offer expert advice and guidance to help clients achieve their financial goals. In West Feliciana, LA, a wealth manager may also be able to provide specialized services related to the unique economic and cultural landscape of the region. For example, they may have expertise in managing investments in industries that are prominent in the area, such as agriculture or tourism. Additionally, they may be able to provide insight into local tax laws and regulations that could impact a client's financial planning. With their bursty and complex approach to financial planning, a wealth manager in West Feliciana, LA can help clients navigate the complexities of wealth management and achieve long-term financial success.

West Feliciana, LA is an ideal place to find a wealth manager due to its unique blend of small-town charm and access to top-notch financial services. The area's rich history and natural beauty make it a desirable location for those seeking a peaceful and fulfilling lifestyle. However, despite its rural setting, West Feliciana boasts a thriving economy and a strong financial sector. Its proximity to Baton Rouge and New Orleans also ensures that residents have access to the best financial resources available. With a wealth manager in West Feliciana, individuals can take advantage of the area's economic opportunities while also enjoying the benefits of a close-knit community. Whether you're looking to invest in local businesses or plan for retirement, a wealth manager in West Feliciana can provide the guidance and expertise needed to achieve your financial goals.