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Map of Baton Rouge, LAMap of Baton Rouge, LAExpand Map

Financial Planners in Baton Rouge, LA

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1. Ellis Insurance Financial Group

Ellis Insurance Financial Group

8280 YMCA Plaza Dr. Building #1, Baton Rouge, LA, 70810

CLOSED NOW

From Business: At Ellis Insurance & Financial Group, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group…

YP
56 Years
in Business

3. Menard Financial Group

Menard Financial Group

9191 Siegen Ln, Baton Rouge, LA, 70810

OPEN NOW:8:00 am - 4:00 am

From Business: Our mission is to assist you in the pursuit of accumulating and preserving wealth for yourself and your loved ones. We pursue this goal by providing quality advice and service.…

YP
44 Years
in Business

4. Ahrens Investment Partners

Ahrens Investment Partners

6513 Perkins Rd, Baton Rouge, LA, 70808

CLOSED NOW

From Business: Andrew Ahrens founded Ahrens Investment Partners in 1998. What began as a one man operation has evolved into a team of financial professionals who strive to help clients define…

YP
26 Years
in Business

5. The Olivier Group

The Olivier Group

4609 Bluebonnet Blvd, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Comprehensive Financial Planning With Your Investment Policy Statement We sit down with you to discuss your financial situation in depth. Then, we manage your assets using your…

YP
22 Years
in Business

6. Michael Dugas - Financial Advisor, Ameriprise Financial Services

Michael Dugas - Financial Advisor, Ameriprise Financial Services

1500 Lobdell Ave Ste A, Baton Rouge, LA, 70806

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Jim Risher - Financial Advisor, Ameriprise Financial Services

Jim Risher - Financial Advisor, Ameriprise Financial Services

7907 Wrenwood Blvd Ste A, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Bob Rivas - Financial Advisor, Ameriprise Financial Services

Bob Rivas - Financial Advisor, Ameriprise Financial Services

6719 Perkins Rd, Baton Rouge, LA, 70808

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services

Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services

6719 Perkins Rd, Baton Rouge, LA, 70808

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Iron Horse Financial

Iron Horse Financial

9800 Airline Hwy Ste 103, Baton Rouge, LA, 70816

CLOSED NOW

From Business: Iron Horse Financial, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial…

11. UDB Financial - Ameriprise Financial Services

UDB Financial - Ameriprise Financial Services

4730 Bluebonnet Blvd Ste A, Baton Rouge, LA, 70809

CLOSED NOW

From Business: At UDB Financial, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with…

12. Sam Marino - Financial Advisor, Ameriprise Financial Services

Sam Marino - Financial Advisor, Ameriprise Financial Services

4730 Bluebonnet Blvd Ste A, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Laura Adcock - Financial Advisor, Ameriprise Financial Services

Laura Adcock - Financial Advisor, Ameriprise Financial Services

8201 Village Plaza Ct Ste 2B, Baton Rouge, LA, 70810

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Lee J Palmer III - Private Wealth Advisor, Ameriprise Financial Services

Lee J Palmer III - Private Wealth Advisor, Ameriprise Financial Services

8201 Village Plaza Ct Ste 2B, Baton Rouge, LA, 70810

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Adam Karrigan - Financial Advisor, Ameriprise Financial Services

Adam Karrigan - Financial Advisor, Ameriprise Financial Services

8201 Village Plaza Ct Ste 2B, Baton Rouge, LA, 70810

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Brett S May - Financial Advisor, Ameriprise Financial Services

Brett S May - Financial Advisor, Ameriprise Financial Services

8201 Village Plaza Ct Ste 2B, Baton Rouge, LA, 70810

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Edelman Financial Engines

Edelman Financial Engines

8201 Village Plaza Ct Ste 2A, Baton Rouge, LA, 70810

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

18. The Guidry Retirement Group - Ameriprise Financial Services

The Guidry Retirement Group - Ameriprise Financial Services

12508 Coursey Blvd Ste B, Baton Rouge, LA, 70816

From Business: At The Guidry Retirement Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

19. Morris Wealth Advisory Group - Ameriprise Financial Services

Morris Wealth Advisory Group - Ameriprise Financial Services

8235 Ymca Blvd Suite 401, Baton Rouge, LA, 70810

From Business: At Morris Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

20. John L Mckowen CPA CFP

John L Mckowen CPA CFP

2178 Myrtle Ave, Baton Rouge, LA, 70806

CLOSED NOW
YP
26 Years
in Business

21. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

445 North Blvd, Baton Rouge, LA, 70802

CLOSED NOW

From Business: Welcome to Merrill Lynch in Baton Rouge, LA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

23. Rachelle Chrystal - Associate Financial Advisor, Ameriprise Financial Services

Rachelle Chrystal - Associate Financial Advisor, Ameriprise Financial Services

7907 Wrenwood Blvd Ste A, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

YP
130 Years
in Business

24. Charles Schwab

Charles Schwab

8550 United Plaza Blvd, Baton Rouge, LA, 70809

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

25. Terry King - Thrivent

Terry King - Thrivent

8966 Interline Ave Ste C, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terry King is committed to providing financial advice,…

26. Graf Financial

Graf Financial

1500 Brightside Dr, Baton Rouge, LA, 70820

From Business: The investment advisors at Graf Financial seek to help you with investing basics counseling and providing you with safe investments for your portfolio.

27. Drew Pelton Investment Services

Drew Pelton Investment Services

4317 Bluebonnet Blvd, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Drew Pelton has an extensive background in the financial services industry that started in 1979. His broad and deep understanding of the subject matter is substantiated by his…

YP
45 Years
in Business

28. Trudy Piper CFP with Raymond James

Trudy Piper CFP with Raymond James

4601 Bluebonnet Blvd, Baton Rouge, LA, 70809

CLOSED NOW

From Business: |Year Established: 2011.

YP
13 Years
in Business

29. Shobe Financial Group The

Shobe Financial Group The

8280 Ymca Plaza Dr, Baton Rouge, LA, 70810

CLOSED NOW

From Business: For over 30 years, The Shobe Financial Group has been helping people achieve life goals through good financial decisions. We deliver wealth management and comprehensive…

YP
41 Years
in Business

30. Marrero Wealth

Marrero Wealth

18212 E Petroleum Dr Ste 2C, Baton Rouge, LA, 70809

CLOSED NOW

From Business: Since 1988, Marrero Wealth Management, LLC has provided its clients with individualized, comprehensive wealth management solutions. We serve corporations, charitable entities,…