Houma, LA

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Houma, LA
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Best Financial Advisors in Houma, LA

Handpicked from 178 vetted & reviewed Financial Planning & Wealth Management firms in the Houma area, discover the top 5 leading options among the selected group of 24 finalists.

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Hassell Wealth Management

Hassell Wealth Management

(7)
“My wife and I have full confidence in our investment with the team at Hassell Wealth Management.”
In Business Since 2006
CFP Certified
300 Lafayette St Suite 200, Houma, LA
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Bobbie L. Howard, Certified Public Accountant

Bobbie L. Howard, Certified Public Accountant

“We are a full-service Accounting firm licensed in LA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1999
Free Initial Consultation
921 Church St, Houma, LA
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Bennett Porche CPA Service

Bennett Porche CPA Service

“Headquartered in Houma, Louisiana, Bennett Porche CPA Service, LLC provides a wide range of services to satisfy your accounting, tax and financial needs. We bring extensive experience and professionalism to every client and customize our support to y...”
In Business Since 2018
Free Initial Consultation
409 S Van Ave, Houma, LA
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Ameriplus Finance

Ameriplus Finance

725 Grand Caillou Rd, Houma, LA
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Flagship Wealth Partners

Flagship Wealth Partners

“Whether you're looking for retirement planning, investment advice, intergenerational wealth transfer, or estate planning strategies, we've got you covered. Go to Our Services”
In Business Since 2012
Accepts All Major Credit Cards
255 Corporate Dr, Houma, LA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Tauzin Wealth Management

Tauzin Wealth Management

“David J. Tauzin, is the President of Tauzin Wealth Management and is an Investment Advisor Representative with Gradient Advisors, LLC. As a fiduciary, David is held to a standard to act in the best interest of each client. Since starting his career 2...”
In Business Since 2017
1340 W Tunnel Blvd Suite 560, Houma, LA
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T. S. Kearns & Co., CPA

T. S. Kearns & Co., CPA

(1)
“Professional”
Offers Financing Options
In Business Since 1991
Transparent Fees & Pricing
Serving Houma Area
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Pitre Wealth Management Group

Pitre Wealth Management Group

“Our mission is to help our clients pursue financial independence. We want to understand your financial goals and priorities, identify your risk tolerance and time horizon, and develop a relationship to better comprehend your personal situation. Long-...”
In Business Since 2014
Serving Houma Area
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Broussard Wealth Management

Broussard Wealth Management

(1)
“I started investing with Broussard Wealth Management almost 2 years ago, and on day one, Bart sat down with me to analyze my current financial picture for my portfolio.”
Family Business
In Business Since 2016
CFP Certified
Serving Houma Area
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Southern Wealth Strategies

Southern Wealth Strategies

Financial Advisory, Financial Planning, Portfolio Management
“We work with busy, hard-working people who value honest, comprehensive financial advice. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and...”
In Business Since 2018
Serving Houma Area
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Meyer Financial Group

Meyer Financial Group

“Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance re...”
In Business Since 2005
Serving Houma Area
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Parish Wealth Partners

Parish Wealth Partners

Investment Management, Estate Planning, Private Client Services
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2019
Serving Houma Area
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Leblanc Wealth Management

Leblanc Wealth Management

“Wealth management is an ongoing process and should recognize changes in economics, legislation or family dynamics, which can affect financial goals. We meet with our clients on an agreed-upon schedule either quarterly, semi-annually or annually to re...”
In Business Since 2009
Serving Houma Area
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Allday Consulting Group

Allday Consulting Group

(41)
New Business Services, Industries, Small Business Services
“Once I was starting to understand it all, I thought back to the time that I freaked out and yelled at Danny, “I sell services… why would I put my retail products in Cost of Goods Sold?!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1986
Free Initial Consultation
2901 N Causeway Blvd #301, Metairie, LA
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The Law Offices of Frank d'Amico Jr.

The Law Offices of Frank d'Amico Jr.

(46)
  • Community
  • Questions
  • Law Firm
“Tina Hooper was so good to my family and I she didn't settle with the other party she made them pay the max that the insurance covered and we got what we deserved.”
In Business Since 2002
Free Initial Consultation
4608 Rye St, Metairie, LA
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Person CPA Group

Person CPA Group

(13)
Estate Planning, Quickbooks, Bank Financing
“” Matt is a wealth of information, and we appreciate the fact that he is extremely knowledgeable in his field, yet he conveys a personable approach to business.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2001
Accepts All Major Credit Cards
3200 Lake Villa Dr, Metairie, LA
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JB Tax and Accounting

JB Tax and Accounting

(15)
  • Questions
“Professional and thorough for our business and personal taxes.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2013
Accepts All Major Credit Cards, Cash, Check, Debit
804 Webster St, New Orleans, LA
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Charles F Muller CPA

Charles F Muller CPA

(1)
“I have known Charlie as my CPA for over 15 years and I feel fortunate to have his expertise and professionalism throughout my career.”
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
3912 N Labarre Rd, Metairie, LA
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Cypress Financial Group

Cypress Financial Group

(5)
Retirement Strategies, Estate Conservation, Tax Management
“Great experience having John explain Social Security benefits, including health care options.”
In Business Since 2022
3421 N Causeway Blvd suite 400, Metairie, LA
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Preservation Wealth Management

Preservation Wealth Management

(7)
“During the pandemic they helped me to reorganize my 401(k) at no cost to me.”
In Business Since 2018
3500 N Causeway Blvd STE 120, Metairie, LA
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Fresh Start Financials

Fresh Start Financials

(2)
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2019
Transparent Fees & Pricing
3350 Ridgelake Dr Suite 105, Metairie, LA
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Vision Wealth Management

Vision Wealth Management

(2)
Investment Solutions, Financial & Retirement Planning, Investment & Services Snapshot
“Jeff has been my advisor for number of years and he is always available for me if I have any questions.”
In Business Since 2021
3200 Lake Villa Dr, Metairie, LA
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Faubourg Private Wealth

Faubourg Private Wealth

(2)
Replace Your Current Plan, Start-Up A Retirement Plan, Keep & Improve Your Current Plan
“My wife and I are more than satisfied with the work Connor puts in to not only help us manage our lives and finances well, but also the time and care that is put in to make sure we understand everything that they are doing and why!”
In Business Since 2000
2800 Veterans Memorial Blvd #220, Metairie, LA
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Financial Consulting Group

Financial Consulting Group

(2)
Financial Planning, Retirement Planning, Tax Planning
“Darren Olivio is fantastic- always professional, always knowledgeable and willing to help.”
In Business Since 2004
111 Veterans Memorial Blvd #1506, Metairie, LA
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Retirement Planning and Investment Management Services in Houma, LA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 262 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 262 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Houma

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