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Best Financial Advisors in Lake Charles

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Lake Charles, LALake Charles, LA

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.

Lake Charles, LALake Charles, LA

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

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2201 Lake St Ste 104, Lake Charles, LA 70601
Lake Charles, LA 70601
  • Certified Financial Planner (CFP)

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.

2201 Lake St Ste 104, Lake Charles, LA 70601
Lake Charles, LA 70601

Website(337) 602-6408

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2356 East McNeese Street Suite 100, Lake Charles, LA 70607
Lake Charles, LA 70607
  • Certified Financial Planner (CFP)

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.

2356 East McNeese Street Suite 100, Lake Charles, LA 70607
Lake Charles, LA 70607

Website(337) 491-9236

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4841 Ihles Road, Lake Charles, LA 70605
Lake Charles, LA 70605
  • Certified Financial Planner (CFP)

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.

4841 Ihles Road, Lake Charles, LA 70605
Lake Charles, LA 70605

Website(337) 433-4334

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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+

4965 Elliott Road, Lake Charles, LA 70605
Lake Charles, LA 70605
  • Certified Financial Planner (CFP)

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.

4965 Elliott Road, Lake Charles, LA 70605
Lake Charles, LA 70605

Website(337) 562-0900

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P.O. Box 188, Lake Charles, LA 70602
Lake Charles, LA 70602
  • Certified Financial Planner (CFP)

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.

P.O. Box 188, Lake Charles, LA 70602
Lake Charles, LA 70602

Website(337) 602-6740

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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:

2 (Good)

Score Consistency:

Consistent (Best)

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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