Laurels

Best Financial Advisors in Metairie
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Metairie, LA

Website

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: --

Besselman Wealth Planners

Besselman Wealth Planners

  • Retirement Planning
  • Insurance Products

Besselman Wealth Planners is a wealth management firm catering to individuals and businesses in Metairie. Its services include investment management and financial guidance for retirement, estate, insurance, and college. Additionally, the firm assists with IRAs and its corporate investment advisors offer help with business continuation planning and key man life insurance. Its president, Patricia Ann Besselman-Main, has been in the industry for over 15 years. She is a Certified Financial Planner and a recipient of the 2014 Gambit Magazine's 40 Under 40 award.

111 Veterans Boulevard
Metairie, LA 70005

Website

Website

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+

Compass Capital Management

Compass Capital Management

  • Certified Financial Planner (CFP)

Compass Capital Management is a firm that assists individuals and business owners in Metairie with investment management and financial planning. With decades of experience under its belt, the company guides its clients in estate planning, asset allocation, investments, retirement programs, and business succession strategies. It also has stocks, bonds, mutual funds, brokerage accounts, and variable annuities. Additionally, the firm works with different organizations to provide life, disability, group medical, key employee, and long-term care insurance products.

3445 North Causeway Boulevard
Metairie, LA 70002

Website

Website

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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+

Faubourg Private Wealth

Faubourg Private Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Faubourg Private Wealth delivers financial solutions to clients in Metairie and its surrounding areas. It offers a variety of holistic financial planning options, including estate planning, tax planning, investment advisory, business planning, hourly consulting, and special legislative alerts. Additionally, it has wealth management services like direct asset management, risk-conscious investing, and collateralized lending against investments. The company also handles Individual retirement accounts, cash and banking, retirement plan consulting, and trust. P. David Soliman, its managing partner, is a Certified Plan Fiduciary Advisor.

2800 Veterans Memorial Boulevard
Metairie, LA 70002

Website

Website

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:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Ferro Financial, L.L.C.

Ferro Financial, L.L.C.

  • Estate Planning

Ferro Financial, LLC, is a fiduciary firm that offers comprehensive financial planning and investment management services aligned with the objectives of clients. Established in 2006, the firm also provides retirement planning services and financial coaching. Founder and president Shelley Ferro holds multiple professional credentials, such as the Certified Financial Planner designation, which she had for more than 15 years. She is also an Enrolled Agent. Ferro and her team cater to clients in Metairie and the Greater New Orleans and Baton Rouge areas

2121 North Causeway Boulevard
Metairie, LA 70001

Website

Website

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:

4 (Good)

Score Consistency:

Consistent (Best)

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+

Financial Consulting Group, Inc

Financial Consulting Group, Inc

  • Certified Financial Planner (CFP)

Financial Consulting Group, Inc., is a Metairie independent firm with over 70 years of combined experience developing wealth management plans and supporting clients in visualizing and understanding their retirement income options. Asset Management, estate and charitable planning, financial planning, retirement planning, college planning, and tax planning are some of the services offered by the company to its clients. Darren Olivio, the firm's manager, is a financial planner who has been assisting customers with retirement, wealth management, income planning, and legacy planning for over 17 years.

111 Veterans Memorial Boulevard
Metairie, LA 70005

Website

Website

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:

4 (Good)

Score Consistency:

Consistent (Best)

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+

Sloan Financial Services, LLC

Sloan Financial Services, LLC

  • Certified Financial Planner (CFP)

Founded in 1994, Sloan Financial Services, LLC offers professional advice to people looking to manage their wealth. The firm serves families and individuals in Metairie with the full gamut of financial management services, including investment and retirement planning, risk management, and estate conservation. Its financial advisors aim to develop a cohesive financial strategy that allows clients to achieve both short- and long-term goals. The company's founder, Jack L. Sloan, is a Certified Financial Planner and serves on the Board of the Jefferson Chamber of Commerce.

3421 North Causeway Boulevard
Metairie, LA 70002

Website

Website

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:

4 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

TruWealth Advisors

TruWealth Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)

TruWealth Advisors provides financial services to clients in Metairie. The firm offers options for financial planning, estate planning, and asset management. It serves as a fiduciary and assists clients in building their personal portfolios. It proffers financial counsel to clients seeking guidance in handling their financial plans. Founder of TruWealth Advisors Charles L. Simmons has been operating in the financial services industry for 30 years. He has received recognition from institutions such as Forbes and the Financial Times.

2700 Lake Villa Drive
Metairie, LA 70002

Website

Website

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:

1 (Good)

Score Consistency:

Consistent (Best)

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: --

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