Expertise.com

2024

Last updated:

Best Financial Advisors in Shreveport

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

55Reviewed

37Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Shreveport, LA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Shreveport, LA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Shreveport? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1000 Chinaberry Drive, Bossier City, LA 71111

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4830 Line Ave. No. 204, Shreveport, LA 71106

Why choose this provider?

Montgomery Wealth Advisors serves Shreveport and the surrounding areas. It specializes in planning the retirement assets of hospital executives so they can focus on their careers and families. John Montgomery, the firm's financial advisor, works with clients who are between the ages of 45 and 55 and have investable assets ranging from $1 million to $5 million. He customizes financial programs based on specific objectives, concerns, and circumstances. Montgomery also assists clients in updating their financial plans in the years leading up to their retirement.

  • Pre-Retirement Planning
  • Portfolio Management
  • Investment Management

7607 Fern Avenue, Shreveport, LA 71105

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning
  • Certified Financial Planner (CFP)

3201 Dee Street, Shreveport, LA 71105

Expertise.com Rating

Review Sources

Facebook
5.0 (3)

Why choose this provider?

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.

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

8848 Youree Drive, Shreveport, LA 71115

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning
  • Retirement Planning

6425 Youree Drive, Shreveport, LA 71105

Expertise.com Rating

Review Sources

Facebook
5.0 (14)
Google
5.0 (2)

Why choose this provider?

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.

  • Retirement Planning

425 Ashley Ridge Boulevard, Shreveport, LA 71106

Expertise.com Rating

Review Sources

Facebook
5.0 (6)
Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2020 Line Avenue, Shreveport, LA 71104

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Which atypical financial counseling services are in demand in Shreveport?

    A Shreveport-based financial advisor might be knowledgeable in advising clients on energy-related investments and strategies, given the city's long history as a center for the oil and gas industry, on top of their usual scope. A financial advisor may also offer specialized guidance on funding local cultural institutions or investing in the arts due to the city's thriving arts and culture scene.

  • What are the telltale signs that a Shreveport resident needs debt consolidation?

    Some signs that an individual in Shreveport needs debt consolidation include a monthly income used mostly to pay the debt, high balances or delinquencies on credit accounts, using savings to pay bills, and incapacity to accommodate emergency expenses or losses of income. These individuals may want to consider seeking help from a financial advisor.

  • How are Shreveport financial advisors compensated?

    Financial advisors in Shreveport are paid using commission-based models, wherein they receive a cut of the assets they manage or the goods they sell. Another is a fee-based approach in which the advisor charges a set amount for their assistance. Lastly, some advisors also earn extra through referral fees and performance incentives given by their clients.

  • Is investing in alternative assets possible for Shreveport residents?

    Yes. Most Shreveport investors can access alternative investment options like non-traditional mutual funds. However, some requirements for net worth and investment experience may apply to shareholders in other alternative investments. Before investing, these conditions should be carefully considered as they depend on the investment strategy.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.