Laurels

Best Financial Advisors in New Orleans
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored New Orleans 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 89 60 18

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

SmartAdvisor by SmartAsset FEATURED 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.

New Orleans, LA

Website

Besselman Wealth Planners

  • Estate Planning
  • Retirement Planning

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

111 Veterans Boulevard
Metairie, LA 70005

Website

Bezou Financial Planning Group

  • Retirement Planning

Bezou Financial Planning Group is a local investment firm that provides personalized financial planning services in New Orleans and nearby areas. Its team of financial advisors creates investment strategies tailored to clients' specific requirements. They offer retirement planning, lifestyle assessment, estate management, insurance strategy, and tax preparation. Jason Bezou, the firm's founder, decided to start his firm as he was handpicked by Capital One Investing and Woodbury Financial and other 33 advisors to continue handling their clients.

422 Harrison Avenue
New Orleans, LA 70124

Website

TruWealth

  • Certified Financial Planner (CFP)

TruWealth is a financial planning and wealth advisory firm serving the New Orleans metro. Its services include fiduciary financial planning, asset management, and asset planning. It has a team of financial specialists who are dedicated to giving unbiased advice and helping clients achieve their financial goals. The firm's founder, Charles L. Simmons, began his financial services journey in 1991. Over the years, he has received national recognition from various organizations, such as the Financial Times, Forbes, and Barron's Magazine.

701 Poydras Street
New Orleans, LA 70139

Website

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