Best Financial Advisors in Lafayette, LA

The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Lafayette area.

Singleton, Kellner, Bolding, Avant & Associates

Singleton, Kellner, Bolding, Avant & Associates

(1)
“Very helpful with our small business accounting and tax needs.”
In Business Since 2016
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Bidg. 2, 91 Settlers Trace Blvd, Lafayette, LA
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Eleser Financial

Eleser Financial

(16)
  • Health Insurance
  • Questions
  • Prices
“I've used Jonathan's assistance in getting my health plan coverage two years in a row now, and he has gotten me a plan with better coverage, a lower deductible, and a lower premium than I was able to find on my own.”
In Business Since 2018
Free Initial Consultation
412 W University Ave ste 103, Lafayette, LA
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Ahrens Investment Partners

Ahrens Investment Partners

Or Hidden Agendas, And Asset Allocation Analysis, Excellent Service
“References herein to Ahrens Investment Partners , LLC as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.”
In Business Since 2006
Licensed, BBB Rating: A+
412 Settlers Trace Blvd, Lafayette, LA
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Integrity RIA

Integrity RIA

(3)
Retirement Planning, Investment Management, Education Planning
“I'm Very happy with the service, personal relationship and prompt responses when things are up or down.”
In Business Since 2013
221 Southpark Rd Suite A3, Lafayette, LA
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Couvillier Advisors

Couvillier Advisors

(6)
“Not only was he extremely knowledgeable and well prepared, but equally kind and patient in answering any questions I had.”
In Business Since 2019
2161 Cameron St, Lafayette, LA
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Boudreaux & Hebert Certified Public Accountants

Boudreaux & Hebert Certified Public Accountants

(1)
Accountants
“Did my taxes...”
In Business Since 2010
Transparent Fees & Pricing
1101 Hugh Wallis Rd S STE 205, Lafayette, LA
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J W Royston & Associates

J W Royston & Associates

Accounting & Tax Services, IRS and State Audit Representation Services, Immigration Services
In Business Since 1995
Licensed, BBB Rating: A+
1318 Camellia Blvd Ste. 301, Lafayette, LA
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Cullen Investment Group

Cullen Investment Group

“Cullen Investment Group, Ltd. is an independent investment advisor and registered broker dealer located in Lafayette, Louisiana. Established in 1986 as Lafayette's only locally owned and operated full service brokerage firm, Cullen occupies a special...”
In Business Since 1989
Licensed, BBB Rating: A+
Accepts Cash
Locally Owned & Operated
1404 S College Rd, Lafayette, LA
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Broussard Financial Group

Broussard Financial Group

“Many women will go through a trying time when they are suddenly alone, and have many decisions to make both financially and emotionally. At Broussard Financial Group, we have roughly 50% of our practice devoted to assisting women who have been widowe...”
In Business Since 2000
Transparent Fees & Pricing
3 Flagg Pl suite b-2, Lafayette, LA
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Advsr Wealth Management - Financial Advisor: Blake Harper

Advsr Wealth Management - Financial Advisor: Blake Harper

(3)
“He genuinely cares not only about the growth of your finances but also the security and well being of your family.”
In Business Since 2019
106 Sears Dr, Lafayette, LA
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Godley Wealth Management

Godley Wealth Management

(2)
“Travis and his team are true professionals and take managing our finances effectively with a personal touch.”
In Business Since 2017
312 Doucet Rd, Lafayette, LA
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Toce Financial Group

Toce Financial Group

(2)
“Andre and Justin are honest, transparent and best of all, our money is working for itself and growing faster than it ever has thanks to TFG!”
In Business Since 2018
969 Coolidge St, Lafayette, LA
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Advantage Wealth Management

Advantage Wealth Management

“Advantage Wealth Management is a service oriented, customer first, financial services company. We take pride in our personal, professional service that we provide to our valued clients.”
In Business Since 2007
Licensed, BBB Rating: A+
100 Asma Blvd, Lafayette, LA
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Heggie Investment Partners / Raymond James

Heggie Investment Partners / Raymond James

“Preserving capital and managing risk are two important objectives for investors, and in today's global economy, they can be more challenging than ever. Over the years, we've had the privilege of helping clients manage the complexities of their wealth...”
In Business Since 2012
Licensed, BBB Rating: A+
140B Rue Beauregard, Lafayette, LA
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Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley

Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley

(6)
Retirement Planning, Retirement Savings Accounts, Asset Allocation
“They are reassuring and confident, but also offer their time and patience to explain investment decisions so that you are able to engage in account decision-making at whatever level you feel most comfortable.”
In Business Since 2011
714 E Kaliste Saloom Rd Ste D2, Lafayette, LA
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Investment Partners of Acadiana - Raymond James

Investment Partners of Acadiana - Raymond James

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
In Business Since 2014
Licensed, BBB Rating: A+
Family Business
300 Rue Beauregard building e, Lafayette, LA
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Washington Advisory

Washington Advisory

(2)
Cannabis Tax & Accounting Services, Schedule Your Tax Planning Session Today, Cannabis Tax Services
“Professional, knowledgeable, detailed, the team at Washington Advisory are willing to help and always reachable.”
In Business Since 2017
124 Heymann Blvd #207, Lafayette, LA
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Get It Done Taxes & Accounting

Get It Done Taxes & Accounting

(1)
“Trusted, Thorough and Professional I highly recommend Mr.”
In Business Since 2021
Free Initial Consultation
412 Travis St Suite 102, Lafayette, LA
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Girouard Melancon & Associates

Girouard Melancon & Associates

Services For Individuals, Business Services, Tax Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 2018
Transparent Fees & Pricing
Offers Financing Options
1700 Kaliste Saloom Rd Suite 201, Lafayette, LA
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Matthew James Financial Group

Matthew James Financial Group

(2)
“While I am not quite ready to retire, now I have a plan in place to help make the most of my savings when I get to that point in my life.”
In Business Since 2018
Licensed
1011 Coolidge St, Lafayette, LA
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Broussard-Kelly Financial Group

Broussard-Kelly Financial Group

In Business Since 1974
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
106 Oil Center Dr #250, Lafayette, LA
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HB Financial

HB Financial

“Our financial representatives are prepared to assist you with a broad selection of products including: mutual funds, unit investment trusts, fixed and variable annuities, stocks, bonds, life insurance, long-term care insurance, and individual retirem...”
In Business Since 2010
2810 Johnston St, Lafayette, LA
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John S Dowling & Company

John S Dowling & Company

Accountants
“We are a full-service Accounting firm licensed in Louisiana. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Schedule a Consultation Subscribe To Our New...”
In Business Since 2002
Transparent Fees & Pricing
Offers Financing Options
112 Fountain Bend Dr, Lafayette, LA
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Goff Wealth Management

Goff Wealth Management

Lifestyle, Retirement, Tax
“Do you know the best ways to invest your money? Have you started planning for retirement? If the answer is no, Goff Wealth Management can help. We provide wealth management services for clients in the Lafayette, LA area. Shane Goff has 25 years of ex...”
In Business Since 2019
330 Settlers Trace Blvd Unit B, Lafayette, LA
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Retirement Planning and Investment Management Services in Lafayette, LA Cost Estimates

Minimum cost
$1190
Maximum cost
$10115
National Average
$3570
Avg Per Hour Rates
$357
$2380
$6545
Fair price range is based on 402 cost profiles
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Average Cost $3570
Minimum cost $1190
Maximum cost $10115
Avg Per Hour Rates $357

Fair range $2380 to $6545 is based on 402 cost profiles.

Why these companies made our list

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