Laurels

Best Financial Advisors in Shreveport
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Shreveport 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 52 34 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

Darden Financial

  • 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.

7607 Fern Avenue
Shreveport, LA 71105

Website

Nida + Montgomery Wealth Advisors

  • 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.

910 Pierremont Road
Shreveport, LA 71106

Website

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