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Best Financial Advisors in Metairie

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Besselman Wealth Planners logo

Besselman Wealth Planners

111 Veterans Boulevard, Metairie, LA 70005
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  • 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.

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Compass Capital Management logo

Compass Capital Management

3445 North Causeway Boulevard, Metairie, LA 70002
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  • 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.

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Faubourg Private Wealth logo

Faubourg Private Wealth

2800 Veterans Memorial Boulevard, Metairie, LA 70002
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  • 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.

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Ferro Financial, L.L.C. logo

Ferro Financial, L.L.C.

2121 North Causeway Boulevard, Metairie, LA 70001
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  • 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

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Financial Consulting Group, Inc logo

Financial Consulting Group, Inc

111 Veterans Memorial Boulevard, Metairie, LA 70005
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  • 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.

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Next Choice Financial logo

Next Choice Financial

Metairie, LA
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Next Choice Financial is a full-service credit education and building firm that serves the residents of Metairie and the surrounding areas. Its team helps individuals build their credit accounts by disputing inaccurate or unverifiable information. It disputes items such as inquiries, late payments, charge-offs, collections, and medical bills. Clients are also provided with credit profile builder tools and services through the company's 24/7 client portal. Other services offered include credit monitoring. Next Choice Financial was established in 2020.

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Sloan Financial Services, LLC logo

Sloan Financial Services, LLC

3421 North Causeway Boulevard, Metairie, LA 70002
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  • 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.

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TruWealth Advisors logo

TruWealth Advisors

2700 Lake Villa Drive, Metairie, LA 70002
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  • 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.

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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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