Expertise.com

2024

Last updated:

Best Financial Advisors in Kenner

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Kenner Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

24Reviewed

18Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Kenner, LA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Kenner, LA

Why choose this provider?

Need help contacting a Financial Advisor in Kenner? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
414 Clearview Parkway, Metairie, LA 70001
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 7461

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Website
111 Veterans Memorial Blvd #1506, Metairie, LA 70005
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 4025279

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
511 Gravier Street, New Orleans, LA 70130
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3500 North Causeway Blvd Suite 1050, Metairie, LA 70002
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
The Entergy Building 639 Loyola Ave. Suite 2100, New Orleans, LA 70113
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 171351

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3445 N. Causeway Blvd., Suite 1000, Metairie, LA 70002
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2800 Veterans Memorial Blvd #220, Metairie, LA 70002
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

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.

License Verified:

License: 4607111

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can your child grow up financially literate in Kenner?

    Your child will be required to undergo lessons in financial literacy in grades K–8, as standardized in Kenner and throughout Louisiana. In addition to this, your kid will undergo a personal finance course in high school, as guaranteed by House Bill 103. The legislation was passed on June 9, 2023, in an effort to address the state’s low financial literacy ranking nationwide.

  • What are some ways to boost your credit score in Kenner?

    Your credit score can benefit from your spouse’s good score if you become an authorized user of their account. Try asking your credit card company for a credit limit increase. This will improve your score as long as you don’t increase your balance. Additionally, you could take out a large loan in Kenner, but only do so if you are confident that you can make consistent payments. This solution might be effective if you have a steady income source.

  • How can you verify the identity and credentials of a financial advisor in Kenner?

    Financial advisors are required to disclose their services, fees, experience, and history through a Form ADV. You can request a copy of this document from your advisor in Kenner. You can also verify their records through several online sources, such as BrokerCheck and databases provided by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

  • Why should you keep an inventory of your assets in Kenner?

    Keeping an inventory in Kenner will make your insurance claim process hassle-free in case you suffer from damage or a natural disaster. Insurance carriers typically require proof of possession. Thus, it is better to be proactive and start taking stock of what you own by making a list, scanning receipts, and taking videos of your assets. Afterward, save the information on a cloud storage service or a secure flash drive. Don’t forget to update your inventory periodically and when you buy new items.

  • Why is time a big factor when you save and invest in Kenner?

    Time is a big factor because your savings and investments in Kenner will compound if you get an early head start. In other words, your money will have the potential to grow. If your friend invests $50,000 five years before you do, their investment could grow to almost double yours over time. Your returns can, of course, be influenced by other factors, such as taxes and the type of investment.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.