Laurels

Best Financial Advisors in Kenner
2022

Compass Capital Management

Compass Capital Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Compass Capital Management offers financial advice to clients in Kenner. It provides business, retirement, and estate planning solutions to help people protect and grow their wealth. The company conducts customized investment analysis and gives recommendations based on rational financial principles. It has asset management programs and guides clients when they shift careers and personal circumstances. CEO and president Joseph Cantrell is a registered investment advisor. He has more than 20 years of experience in the field of financial services.

3445 N. Causeway Blvd., Suite 1000
Metairie, LA 70002

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Crescent City Retirement Group, LLC

Crescent City Retirement Group, LLC

  • Retirement Planning

Crescent City Retirement Group, LLC, provides financial solutions to clients in Kenner and the surrounding areas. The investment advisory firm offers investment planning, risk management, income planning, retirement planning, and estate conversation services. Its team handles retirement planning matters such as legacy planning, new generation retirement, and Social Security benefit. Its founder, Anthony Cangemi, is a Chartered Retirement Planning Counselor. The firm has been assisting clients with their financial concerns for more than 10 years.

3500 North Causeway Blvd Suite 1050
Metairie, LA 70002

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Dorsey & Company

Dorsey & Company

  • Certified Financial Planner (CFP)

Dorsey & Company is a locally owned and independent firm that serves Kenner and the surrounding areas. It provides financial advisory services, including fund advisory programs, diversified and separately-managed accounts, and portfolio management directed by the firm's financial advisors or the client. Additionally, it offers investment solutions and management and retirement planning. Dorsey & Company was founded in 1959. It has been involved in several public finance projects, such as the New Orleans Mississippi River Bridge and the International Trade Mart.

511 Gravier Street
New Orleans, LA 70130

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Faubourg Private Wealth

Faubourg Private Wealth

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Faubourg Private Wealth offers financial and investment solutions to the residents of Kenner and nearby communities. The company collaborates with bankers, CPAs, insurance agents, and attorneys to create short- and long-term wealth-building strategies for its clients. It provides comprehensive financial planning services that include estate, philanthropic, and tax planning. It also offers a variety of cash and banking services, as well as mortgage and home equity consultations. P. The firm's managing partner and CPFA professional, David Soliman, has over 15 years of experience.

2800 Veterans Memorial Blvd #220
Metairie, LA 70002

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Financial Consulting Group, Inc

Financial Consulting Group, Inc

  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Financial Consulting Group, Inc., caters to clients in Kenner and the surrounding areas. It provides wealth management solutions to individuals, families, business owners, physicians, and corporate executives. The firm curates and implements financial, retirement, college, estate, charitable, and tax plans. It also helps clients improve the value of their assets and assists them with their investment decisions. The firm prepares custom-tailored blueprints parallel to clients' goals, needs, and budgets. Its advisors have over 70 years of combined experience in the industry.

111 Veterans Memorial Blvd #1506
Metairie, LA 70005

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

FSC Securities Corporation

FSC Securities Corporation

  • Certified Financial Planner (CFP)

FSC Securities Corporation caters to customers in the Kenner metro and the surrounding communities. It offers financial planning services, which help clients pursue their current and future goals. It addresses areas of concern, such as college, estate, money purchasing; profit sharing; retirement; and tax plans. Its team also deals with investments, including brokerage accounts, common stocks, government securities, simple IRA, treasury notes, and variable annuities. Frank Briseno III, the financial advisor, brings over 36 years of experience in the industry.

414 Clearview Parkway
Metairie, LA 70001

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Gulf Point Advisors

Gulf Point Advisors

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Gulf Point Advisors is a boutique wealth management firm that serves individuals, families, and businesses in Kenner. It aims to help simplify clients' lives by assisting them through the complexities of wealth management. The firm takes a collaborative approach in providing investment strategies, family wealth preservation planning, credit and lending advisory, and life transition planning services. Gulf Point Advisors is affiliated with LPL Financial. Its team has a combined experience of more than 130 years in private banking and asset management.

The Entergy Building 639 Loyola Ave. Suite 2100
New Orleans, LA 70113

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sloan Financial Services, LLC

Sloan Financial Services, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Sloan Financial Services, LLC, caters to clients in Kenner and the surrounding areas. Jack L. Sloan, the firm's founder and advisor, helps individuals and business owners reach their long-term financial objectives through financial planning. He offers advice on cash flow management, insurance needs, investment, education funding, retirement income planning, and employee and executive benefits. Sloan holds CPA and CFP designations. He has served on the board of the Financial Planning Association of Greater New Orleans.

3421 North Causeway Blvd. Suite 402
Metairie, LA 70002

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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