Laurels

Best Financial Advisors in Shreveport
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.

Shreveport, 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: --

Cornerstone Investment Strategies

Cornerstone Investment Strategies

  • Retirement Planning
  • Tax Planning
  • Estate Planning

Cornerstone Investment Strategies offers financial advice to individuals, families, and business owners in and around Shreveport. Staffed by four financial advisors, the firm provides investment management services and helps clients achieve their financial goals. Some of its services include investment portfolio, retirement, tax, and insurance planning. The firm was established in 2010. Its founder, Kelly Young, is a Chartered Life Underwriter and Chartered Financial Consultant who has worked in financial services for over 32 years.

425 Ashley Ridge Boulevard
Shreveport, LA 71106

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:

2 (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+

Darden Financial

Darden Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning

Located in Shreveport, Darden Financial is a full-service firm that serves affluent individuals, families, and businesses in the metro. The financial advisors utilize a personalized approach to investment management, financial planning, and retirement planning services. This involves holding regular progress meetings to ensure clients are moving towards meeting their goals. The firm maintains a limited number of accounts, allowing the team to monitor the entire investment portfolio of each client. Founder Steve Darden is a CFP professional who brings 25 years of financial management experience.

7607 Fern Avenue
Shreveport, LA 71105

Website

Website
Executive Financial Group

Executive Financial Group

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Executive Financial Group is a wealth management firm operating in Shreveport. It assists individuals in a wide range of areas including financial planning, risk management, investment strategies, and behavioral finance. The team collaborates with various industry professionals, such as lawyers, bankers, accountants, insurance agents, and brokerage firms, to provide clients with well-rounded guidance and advice. The firm's CEO, David Romero, has 30 years of experience in the financial services industry. He previously worked as a small business owner in the energy industry.

8848 Youree Drive
Shreveport, LA 71115

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: --

Genwealth Financial Advisors

Genwealth Financial Advisors

  • Certified Financial Planner (CFP)

Genwealth Financial Advisors is a wealth management firm that serves the residents of Shreveport and the surrounding areas. It assists clients in their journey towards financial independence through the Moneyworks program, which provides them with a personal financial coach. It also offers the MoneyGuide program, an online platform that accounts for budgeting and account aggregation, wealth building and asset protection, and tax and estate planning. The firm has designed The Ready To Retire Program for those transitioning into retirement.

1000 Chinaberry Drive
Bossier City, LA 71111

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

JPJ Investments

JPJ Investments

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

JPJ Investments serves the residents of Shreveport and the surrounding areas, offering investment planning strategies to help individuals build and secure their wealth. Its financial planners and advisors review clients' cash flow and financial data to ensure they align with long-term goals, and subsequently provide comprehensive solutions that maximize the clients' assets. President Joe Psalmonds has 37 years of financial planning experience. He served as past chairman of the Greater Shreveport Economic Development Foundation.

3201 Dee Street
Shreveport, LA 71105

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:

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: --

Nida + Montgomery Wealth Advisors

Nida + Montgomery Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Nida + Montgomery Wealth Advisors is a financial advisory firm that serves individuals and families in the Shreveport metro and the surrounding areas. The team serves a specific group of clients, namely those who are planning for retirement or retired and have accumulated investment and retirement assets. The business tailors its financial plans according to its clients' financial goals, concerns, and current situations. Nida + Montgomery Wealth Advisors was founded by Jonathan Nida, a Certified Financial Planner, and John Montgomery.

910 Pierremont Road
Shreveport, LA 71106

Website

Website
Pinnacle Asset Management Group, Inc.

Pinnacle Asset Management Group, Inc.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Pinnacle Asset Management Group, Inc., is an independent firm serving clients in Shreveport. The firm offers a wide range of financial and investment services, such as income and business succession planning, retirement plans, and asset protection. It also provides services for mutual funds, brokerage accounts, and investment withdrawal strategies. Insurance products are also available, including disability, long-term care, and life coverage. Its co-founder, Diana DeCharles, is a Certified Financial Planner who has been in the industry for over 28 years.

2020 Line Avenue
Shreveport, LA 71104

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)

WFA

WFA

  • Retirement Planning

WFA is an independent financial advisory company that serves clients in Shreveport and the surrounding localities. Established in 1997, the firm supports individuals and families in pursuing their financial goals by offering customized wealth management solutions akin to each client's needs. Its financial advisors specialize in financial life planning, portfolio management, retirement planning, and business consulting. The team also has an educational website dedicated to its female clients. WFA advisors have over 80 years of combined experience in financial planning.

6425 Youree Drive
Shreveport, LA 71105

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: A+

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