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Best Financial Advisors in Kenner

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Compass Capital Management logo

Compass Capital Management

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

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Crescent City Retirement Group, LLC logo

Crescent City Retirement Group, LLC

3500 North Causeway Blvd Suite 1050, Metairie, LA 70002
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  • 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.

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Dorsey & Company logo

Dorsey & Company

511 Gravier Street, New Orleans, LA 70130
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  • 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.

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Faubourg Private Wealth logo

Faubourg Private Wealth

2800 Veterans Memorial Blvd #220, Metairie, LA 70002
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  • 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.

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Financial Consulting Group, Inc logo

Financial Consulting Group, Inc

111 Veterans Memorial Blvd #1506, Metairie, LA 70005
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  • 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.

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FSC Securities Corporation logo

FSC Securities Corporation

414 Clearview Parkway, Metairie, LA 70001
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  • 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.

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Gulf Point Advisors logo

Gulf Point Advisors

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

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Sloan Financial Services, LLC logo

Sloan Financial Services, LLC

3421 North Causeway Blvd. Suite 402, Metairie, LA 70002
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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