Best Financial Advisors in Lake Charles

Abate & Eckard Financial Advisors is a firm that has been serving individuals in Lake Charles and surrounding locations since 2016. It assists in creating financial plans and providing appropriate strategies based on clients' vision and goals. It also offers other financial services such as retirement planning, investment management, insurance, and tax management. One of its co-founders, Eva Abate, is a Certified Financial Planner that has been in the financial services and banking industry for more than 28 years.

Ferdinandsen Financial Group is a financial advisory firm that serves the needs of clients in and around Lake Charles. The firm offers financial planning, financial assessment, goal setting, and insurance planning services for clients who want to be able to manage their wealth well. Additionally, financial advisors assist clients with retirement planning, investment management, estate and charitable planning, and Social Security analysis to help clients prepare for their future. Founder and principal Butch Ferdinandsen is a Certified Financial Planner who has been in the industry for over 20 years.

FMP - Lake Charles has been offering financial advice since 1987. An affiliate of the FMP Wealth Advisors group, it provides wealth management services such as settling cash flow, selecting insurance coverage, and preparing for retirement with a stable income even after leaving the workforce. Its team also advises clients on creating investment portfolios that suit their risk tolerance. Managing partner Adam Todd is a Certified Financial Planner with more than 20 years of industry experience.

Oak Grove Wealth Partners serves clients in the Lake Charles metro. It creates personalized strategies that use a combination of financial products and services to address the needs of its clients under its comprehensive wealth management service. It also provides legacy planning services and helps clients prepare to bequeath their assets to their descendants after death. In addition, it conducts tax planning to assist clients in reducing their tax liability. Oak Grove Wealth Partners offers philanthropy services for successful families, professionals, and business owners.

Toujours Planning serves individuals, families, and business owners in Lake Charles. The firm offers a comprehensive financial planning service that involves risk, loan, and debt assessments, retirement and insurance planning, and investment and asset management. Its financial advisors design each plan to sustain the kind of lifestyle the client envisions, whether the client wants to have a work-optional life or be able to build their dream house in a few years. The Toujours team includes Certified Financial Planners, Dustin R. Granger, and Danielle Granger Nava.