Bossier City, LA

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Best Financial Advisors in Bossier City, LA

The highest-rated Financial Planning & Wealth Management firms out of 400 vetted & reviewed in the Bossier City area.

Second Chance Credit and Consulting

Second Chance Credit and Consulting

(7)
  • Company
  • Credit Report
“The people are very friendly and fast acting , I went from the late 500s all the way to the late 7 hundreds within approximately 3 months , I was able to purchase a vehicle that I had been needing very badly with a great interest rate and also a very...”
Serving Bossier City Area
i
Summit Financial Wealth Advisors

Summit Financial Wealth Advisors

(5)
The Investment Process
“Very professional and helpful”
In Business Since 2005
6425 Youree Dr Suite 285, Shreveport, LA
i
Faubourg Private Wealth

Faubourg Private Wealth

(1)
Replace Your Current Plan, Keep & Improve Your Current Plan, The Cheval Strategy
“We have worked together on several projects in my industry and I highly recommend them as wealth managers for your company.”
In Business Since 2000
Average Price Tag
2800 Veterans Memorial Blvd, Metairie, LA
i
Greg A. Kennedy, CPA

Greg A. Kennedy, CPA

(16)
  • Questions
  • Knowledge
  • Investment
“He goes way above and beyond any CPA I've met when it comes to ensuring that his clients are aware of all details regarding their personal and business taxes.”
Family Business
In Business Since 2004
Free Initial Consultation
Licensed, BBB Rating: A+
9456 Jefferson Hwy, Baton Rouge, LA
i
Apple Guerin Company of Baton Rouge

Apple Guerin Company of Baton Rouge

(20)
Bookkeeping, Startup Services / Consulting, Tax Preparation & Tax Minimization Techniques
“What's even better is that he's also forwarding thinking in that he keeps me tuned in to new things that I can do year to year to improve my tax situation based on upcoming IRS changes, or growth expectations for my business.”
In Business Since 1987
Licensed, BBB Rating: A+
6421 Perkins Rd Bldg A, Ste 1B, Baton Rouge, LA
i
Deliberate Finances

Deliberate Finances

(11)
Financial Planning, Speaking, Focused Session
“He understands there is no one-size-fits-all solution when it comes to financial planning, and he worked hard to develop a personalized plan for me that took into account each unique aspect of a particularly complicated scenario.”
In Business Since 2016
3014 Dauphine St unit s, New Orleans, LA
i
Eleser Financial

Eleser Financial

(15)
  • Family
  • Health Insurance
  • Questions
“He did an awesome job finding the best insurance for me and we're now in the process of getting supplemental insurance for my husband through Jonathan.”
In Business Since 2018
Free Initial Consultation
412 W University Ave ste 103, Lafayette, LA
i
JCN Financial Investment &tax Advisory Group

JCN Financial Investment &tax Advisory Group

(10)
Financial Planning, Tax Planning, Investment Management
“I didn't know what my options were when it came to investing some money, so I turned to them for help.”
In Business Since 2006
18212 E. Petroleum Drive A, Baton Rouge, LA
i
Bonita Payments

Bonita Payments

(10)
“They take the time and have patience to listen to goals, framework, and unique needs to build a system that can fully support and complement the business.”
In Business Since 2016
201 St Charles Ave #114-261, New Orleans, LA
i
Brian Low Financial Group

Brian Low Financial Group

(11)
  • Retirement
  • Investment
  • Fiduciary
“As an independent advisor, he has the ability and takes the time to research a wide variety of investments that are tailored to his clients individual goals.”
In Business Since 2009
Licensed
4463 Bluebonnet Blvd Suite B, Baton Rouge, LA
i
Honore Credit Consultants

Honore Credit Consultants

(13)
Open Sky Credit Card, Credit Builders Card, Credit Repair
“They have helped me over the years with not only assisting in getting my credit up but continuing to give jewels to keep it consistent, personally and business wise.”
In Business Since 2018
Free Initial Consultation
Average Price Tag
650 Poydras St #1400, New Orleans, LA
i
Gregory Ricks & Associates - Total Wealth Authority

Gregory Ricks & Associates - Total Wealth Authority

(5)
  • Investments
“A 14/4% return on our investment since June, 2020”
In Business Since 1982
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2800 Veterans Memorial Blvd Suite 170, Metairie, LA
i
Castellano & Associates

Castellano & Associates

(4)
  • Job
“Always does a great job...”
In Business Since 1990
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
9343 Ellerbe Rd, Shreveport, LA
i
Mc Daniel Financial

Mc Daniel Financial

(1)
“JT's excitement when talking and teaching shows what he truly loves, helping his clients succeed.”
In Business Since 2004
Licensed, BBB Rating: A+
6969 Fern Loop Ste 203, Shreveport, LA
i
Financial Freedom Consultants

Financial Freedom Consultants

(16)
“I love love Ms Shay she is very sweet and hands on this lady goes above and beyond she even works past business hours I really love that no time is to early or late for her and that really helps me because I'm a single parent who don't sit down unti...”
In Business Since 2020
Transparent Fees & Pricing
Above Average Price Tag
1765 O'Neal Ln # 477, Baton Rouge, LA
i
Martin Business Solution

Martin Business Solution

(20)
  • Candy
“Such a great help and really educational resources!”
In Business Since 2018
Serving Bossier City Area
i
Paradiem

Paradiem

(12)
Financial Transformation, Business & Leadership Transformation, Family Transformation
“The Paradiem team has done excellent work for my husband and me in setting up an investment strategy and long term goals, as well as helping us prepare for and enter retirement.”
In Business Since 2018
Free Initial Consultation
Licensed
Serving Bossier City Area
i

Retirement Planning and Investment Management Services Estimated Cost in Bossier City, LA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 237 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 237 cost profiles.

Why these companies made our list

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