Laurels

Best Financial Advisors in Lake Charles
2022

We scored 22 Financial Advisors in Lake Charles, LA and Picked the Top 5

Here are the Picks:

Why These Financial Advisors?

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

Reviewed Curated Top Picks 22 15 5

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Abate & Eckard Financial Advisors

  • 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

Website

Ferdinandsen Financial Group

  • 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

Website

Oak Grove Wealth Partners

  • 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

Website

Toujours Planning

  • 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

Website