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Laurels

Best Financial Advisors in Metairie
2021

We scored 39 Financial Advisors in Metairie, LA and Picked the Top 7

Here are the Picks:

Besselman Wealth Planners

Compass Capital Management

Faubourg Private Wealth

Ferro Financial, L.L.C.

Financial Consulting Group, Inc

Sloan Financial Services, LLC

TruWealth Advisors

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Metairie 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 39 26 7

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

Besselman Wealth Planners

  • Insurance Products
  • Retirement Planning

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.

Click to Call

111 Veterans Boulevard
Metairie, LA 70005

Website

(504) 831-3506 Website

Professionalism: A+

More Info

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+

Price: Free initial consultation

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.

Click to Call

3445 North Causeway Boulevard
Metairie, LA 70002

Website

(800) 522-9471 Website

Professionalism: A+

More Info

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

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

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.

Click to Call

2800 Veterans Memorial Boulevard
Metairie, LA 70002

Website

(504) 321-0923 Website

Reputation:A

More Info

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 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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.

  • 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

Click to Call

2121 North Causeway Boulevard
Metairie, LA 70001

Website

(504) 324-9217 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

  • 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.

Click to Call

111 Veterans Memorial Boulevard
Metairie, LA 70005

Website

(504) 835-1707 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

  • 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.

Click to Call

3421 North Causeway Boulevard
Metairie, LA 70002

Website

(504) 835-2014 Website

Reputation:A

More Info

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:

4.7 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

  • 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.

Click to Call

2700 Lake Villa Drive
Metairie, LA 70002

Website

(504) 779-7799 Website

Reputation:A

More Info

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)

Professionalism: A

More Info

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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