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Best Financial Advisors in Shreveport

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Cornerstone Investment Strategies logo

Cornerstone Investment Strategies

425 Ashley Ridge Boulevard, Shreveport, LA 71106
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  • Estate Planning
  • Retirement Planning
  • Tax 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.

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Darden Financial logo

Darden Financial

7607 Fern Avenue, Shreveport, LA 71105
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  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

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Executive Financial Group logo

Executive Financial Group

8848 Youree Drive, Shreveport, LA 71115
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  • Estate Planning
  • Tax Planning
  • Retirement 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.

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Genwealth Financial Advisors logo

Genwealth Financial Advisors

1000 Chinaberry Drive, Bossier City, LA 71111
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  • 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.

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JPJ Investments logo

JPJ Investments

3201 Dee Street, Shreveport, LA 71105
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  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

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Nida + Montgomery Wealth Advisors logo

Nida + Montgomery Wealth Advisors

910 Pierremont Road, Shreveport, LA 71106
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  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

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Pinnacle Asset Management Group, Inc. logo

Pinnacle Asset Management Group, Inc.

2020 Line Avenue, Shreveport, LA 71104
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  • 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.

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WFA logo

WFA

6425 Youree Drive, Shreveport, LA 71105
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  • 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.

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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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