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Baton Rouge / Louisiana / United States
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Recognizing the importance of providing objective advice, as well as the ability to offer a wide range of products and customized investment strategies, the founding partners, Lester Lee, Perry Dougherty and Ricky Ferrara took their combined 48 years of investment counseling experience, and founded the practice in 2003. Today the practice has grown to six financial consultants and six administrative support staff.
Baton Rouge / Louisiana / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Baton Rouge / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Ponchatoula / Louisiana / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Mandeville / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New Orleans / Louisiana / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Baton Rouge / Louisiana / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Baton Rouge / Louisiana / United States
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Our business was founded with one overriding principle – “Partnership.” We believe in helping clients build financial stability and pursue financial dreams through every life stage and situation – from birth, education, retirement, and anything in between. With over 80 years of combined experience, our founding partners have the expertise to ensure that our diverse clients have resources for their unique situations, backgrounds, and aspirations. Have questions about investments, taxes, retirement, and/or estate planning? Our team of credentialed professionals would be glad to help. We’re all Securities licensed and credentialed, and you can count on objective recommendations and guidance.
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Lake Charles / Louisiana / United States
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The mission of Stine Financial is to invest ourselves in the well being of each client’s future. We hold the greatest respect for our clients and hold our team of specialists to the highest standards. Our vision is for people to feel comfortable with and confident in planning for their future. Our clients know they are never alone in making decisions as we strive to provide the highest level of service in all that we do. It is our goal to prevent clients from ever losing sleep worrying about their finances. By helping free our clients from many of lifes bigger concerns we hope they have more time to enjoy life as well as the confidence of leaving a lasting legacy.
Slidell / Louisiana / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
The advisor listed is an Ameriprise financial advisor in Prairieville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Live life brilliantly.What matters most to you in life? It’s a big question. And it’s one of many questions we’ll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and we’re committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow. We’re here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. Laveer means “to sail against the wind”, which emulates our purpose of helping our clients as they navigate the potential"head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our teams mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.
Abbeville / Louisiana / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Ponchatoula / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Ponchatoula. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
New Orleans / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in New Orleans. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
The advisor listed is an Ameriprise financial advisor in Metairie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Metairie / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Metairie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
Kenner / Louisiana / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.