Baton Rouge, LA

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Baton Rouge, LA
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Best Financial Advisors in Baton Rouge, LA

The highest-rated Financial Planning & Wealth Management companies out of 109 vetted & reviewed in the Baton Rouge area.

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Apple Guerin Company of Baton Rouge

Apple Guerin Company of Baton Rouge

(50)
Business Management, Tax Preparation & Tax Minimization Techniques, Retirement Planning
“He has always done a wonderful job of staying abreast of new tax laws and finding the most efficient way to prepare my returns and maximizing my expenses.”
In Business Since 1993
Licensed, BBB Rating: A+
6421 Perkins Rd Bldg A, Ste 1B, Baton Rouge, LA
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Shis Consulting

Shis Consulting

(50)
VIP Day, 1 on 1 Mentorship
“I've had mentorships in the past, but none of them compare to the level of professionalism, honesty, and transparency Shi represents within herself and her brand!”
In Business Since 2021
5130 Everett Ln, Baton Rouge, LA
i
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Greg A. Kennedy, CPA

Greg A. Kennedy, CPA

(14)
  • Financial
  • Investment
  • Knowledge
“Kennedy to people who ask for the simple reason that I have always been treated with respect and feels that I am in good hands all along, a rare quality to find nowadays.”
Free Initial Consultation
In Business Since 2005
Licensed, BBB Rating: A+
Family Business
9456 Jefferson Hwy, Baton Rouge, LA
i
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Haynes Accounting & Tax Services

Haynes Accounting & Tax Services

(7)
Business Services, Tax Services
“73 back but charged me $436 to went here the next day and with the same info was attentive and through and got me right this was in 2017 definitely going back this year”
Accepts All Major Credit Cards
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
7548 Town S Ave, Baton Rouge, LA
i
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Garrety and Associates, Certified Public Accountants

Garrety and Associates, Certified Public Accountants

(4)
“Working with this team has been nothing short of wonderful.”
Accepts All Major Credit Cards
In Business Since 2016
Licensed, BBB Rating: A+
Free Initial Consultation
11816 Sunray Ave, Baton Rouge, LA
i
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Olivier Group

Olivier Group

(1)
Investment Management, Business Owner Strategies, Financial Planning
“Chad has been our financial advisor since 2009 and had been instrumental in providing great advice regardless of the ups and downs of the market.”
Accepts All Major Credit Cards
In Business Since 2004
Licensed, BBB Rating: A+
4609 Bluebonnet Blvd suite a, Baton Rouge, LA
i
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Progeny Law Firm

Progeny Law Firm

(31)
  • Felt
  • Will
  • Expertise
“Myrna and the Progeny Law Firm Team did a great job assisting us through the very complicated process and I'm confident we were able to protect as much assets as legally possible.”
In Business Since 2020
Family Business
4459 Bluebonnet Blvd Ste A, Baton Rouge, LA
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Accounting Outsourcing

Accounting Outsourcing

“If you are looking for a blend of personal service and considerable expertise, you have come to the right place! We have offered a broad range of services for business owners, executives and independent professionals for more than 30 years.”
Transparent Fees & Pricing
In Business Since 2000
Licensed, BBB Rating: A+
7648 Picardy Ave Suite 100, Baton Rouge, LA
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Layfield & Borel Cpa's Llc

Layfield & Borel Cpa's Llc

(1)
Tax Services, Services For Individuals, Business Services
“Incredible”
Transparent Fees & Pricing
In Business Since 2023
Accepts All Major Credit Cards
Free Initial Consultation
10343 Siegen Ln UNIT 4A, Baton Rouge, LA
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Financial Freedom Consultants

Financial Freedom Consultants

(23)
  • Result
  • Credit
  • Community
“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 2023
Transparent Fees & Pricing
1765 O'Neal Ln # 477, Baton Rouge, LA
i
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Mitchell Financial Group

Mitchell Financial Group

(2)
Annuities, Services Menu, Wealth Management
“Dustin and the whole office staff is very personable, profesional and knowledgeable in his profession.”
In Business Since 2012
Licensed, BBB Rating: A+
4720 Bluebonnet Blvd, Baton Rouge, LA
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Altus Wealth Management

Altus Wealth Management

(1)
Employee Benefits, Wealth Management, Financial Planning
“Best guys to work with in Baton Rouge.”
In Business Since 1987
Licensed, BBB Rating: A+
4208 Bluebonnet Blvd, Baton Rouge, LA
i
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Goss Wealth Management

Goss Wealth Management

(9)
Investment Management, Financial Planning
“Very Knowledgeable and Friendly,, High Recommend”
In Business Since 2009
Accepts All Major Credit Cards
10235 Jefferson Hwy building 6 suite A, Baton Rouge, LA
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Chesteen & Associates

Chesteen & Associates

Tax Services, Services For Individuals, Business Services
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
Accepts All Major Credit Cards
In Business Since 2004
Licensed, BBB Rating: A+
Offers Financing Options
2181 Quail Run Dr, Baton Rouge, LA
i
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Brian Low Financial Group

Brian Low Financial Group

(10)
  • Investment
  • Retirement
  • 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 2013
Licensed
4463 Bluebonnet Blvd Suite B, Baton Rouge, LA
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Barrios Peter P CPA

Barrios Peter P CPA

(1)
“Saved me money with well thought out advice.”
Offers Financing Options
In Business Since 1980
Transparent Fees & Pricing
2251 Drusilla Ln # B, Baton Rouge, LA
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JCN Financial & Tax Advisory Group

JCN Financial & Tax Advisory Group

(9)
  • Investing
“For the first time in my life I feel like I have a financial planner who is doing what's best for ME instead of using me to make money for their national chain company.”
In Business Since 2010
18212 E Petroleum Dr Ste 3a, Baton Rouge, LA
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Elite Financial Services

Elite Financial Services

(2)
Debt Resolution, Tax Solutions, Bookkeeping
“Great job with getting my taxes done in a timely manner”
In Business Since 2017
Licensed
5638 Superior Dr E, Baton Rouge, LA
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Bertrand CPA

Bertrand CPA

(1)
“She was able to answer my questions and explain changes to the 2018 tax year.”
Free Initial Consultation
9522 Brookline Ave Ste 201, Baton Rouge, LA
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Hibernia Wealth Management

Hibernia Wealth Management

(1)
Investment & Asset Management, Structured Settlements, Income, Social Security, Insurance & Estate Planni
“He treats everyone like someone, you are not just a number there.”
In Business Since 2015
6700 Jefferson Hwy b, Baton Rouge, LA
i
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Capital Financial Group: Ian James, Crpc, Aams, BFA

Capital Financial Group: Ian James, Crpc, Aams, BFA

(1)
Circle-Black Client Login, Tell A Friend, Affiliated Offices
“Wonderful financial planner who actually COUNSELED on which avenues were best for ME to pursue for my own wealth-building...”
In Business Since 2011
8550 United Plaza Blvd #702, Baton Rouge, LA
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Twru Cpas & Financial Advisors

Twru Cpas & Financial Advisors

(1)
“I was looking to find a new CPA first because my previous one I could never get in contact with and they took months to get me my tax returns back to me.”
In Business Since 1998
Transparent Fees & Pricing
527 E Airport Ave, Baton Rouge, LA
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Cornerstone Wealth

Cornerstone Wealth

(2)
“He is very knowledgeable, checks in with me to update my goals and where I stand, and makes great recommendations for financial growth, stability, and taxes!”
In Business Since 2021
4021 W E Heck Ct Ste. D-3, Baton Rouge, LA
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B F Anderson & Company

B F Anderson & Company

(2)
“Amy Anderson and Matthew Spencer have always been helpful when I call with questions regarding my portfolio.”
In Business Since 2000
2237 S Acadian Thruway # 605, Baton Rouge, LA
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Retirement Planning and Investment Management Services in Baton Rouge, LA Cost Estimates

Minimum cost
$1222
Maximum cost
$10387
National Average
$3666
Avg Per Hour Rates
$367
$2444
$6721
Typical price range is based on 374 cost profiles
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Average Cost $3666
Minimum cost $1222
Maximum cost $10387
Avg Per Hour Rates $367

Typical range $2444 to $6721 is based on 374 cost profiles.

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Wealth Management Advisors near Baton Rouge

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