Best Financial Advisors in Kenner, LA

The highest-rated Financial Planning & Wealth Management companies out of 187 vetted & reviewed in the Kenner area.

Reiser Jr Richard P CPA

Reiser Jr Richard P CPA

(1)
“Riser was very helpful and professional,”
In Business Since 2010
5017 Craig Ave, Kenner, LA
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Allday Consulting Group

Allday Consulting Group

(41)
Services For Individuals, Non-Profit Organizations, Quickbooks & Sage 50 Peachtree Training
“If you are looking for a CPA that doesn't just spit out tax returns, but instead takes time to understand your business and offer advice and strategies that will save you an enormous amount of money, then these are your guys.”
In Business Since 1984
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
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)
  • Law Firm
  • Calls
  • Community
“I've had the pleasure of having the assistance and help from Beverly Lopez and Judge Jones for a few years now and I cannot say enough about the personal service, care, and quality of everything they have done!”
In Business Since 2002
Free Initial Consultation
4608 Rye St, Metairie, LA
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Person CPA Group

Person CPA Group

(13)
Bookkeeping, Profitability Checkup, Strategic Planning
“Most companies work hard to give the "illusion" of providing good service and caring about customer feedback yet make sure that it's impossible to navigate their auto-attendant when you call, and never letting you get up close and personal with anyon...”
In Business Since 2001
Transparent Fees & Pricing
Offers Financing Options
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
“I have been a customer of Bob Bernhard and Ieach year he has provided me excellent service and most timely response to any questions.”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards, Cash, Check, Debit
804 Webster St, New Orleans, LA
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Bonita Payments

Bonita Payments

(20)
  • System
  • Payment Processing
  • Transactions
“What truly sets this system apart is the personalized services Bonita offers - the support team over at Bonita Payments goes above and beyond to meet our unique needs.”
In Business Since 2016
650 Poydras St Suite 1100, New Orleans, LA
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Deliberate Finances

Deliberate Finances

(16)
Financial Planning, Speaking
“As one of the oldest of my generation of grandkids, I've been the focus of a lot of unsolicited financial advice (often irrelevant or unwise), but at all the family functions in the past few months, relatives have been asking me to give them advice f...”
In Business Since 2016
3014 Dauphine St unit s, New Orleans, LA
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Honore Credit Consultants

Honore Credit Consultants

(26)
Credit Repair, Credit Education, Credit Reporting
“So far everything has been smooth sailing I have no problem with what is going on and looking forward into seeing the rest of the process to take place but as far as I can see y'all are on top of your game and I like the communication that y'all keep...”
In Business Since 2018
650 Poydras St Suite 1400, New Orleans, LA
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Dorsey & Company

Dorsey & Company

“Our firm's commitment to sound, responsible management and a time-tested investment approach allowed us to thrive during economic storms. Our longstanding tradition of putting our clients' needs first is what sets us apart from the rest.”
In Business Since 1964
Licensed, BBB Rating: A+
2121 Airline Dr suite 160, Metairie, LA
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Dumaine Investments

Dumaine Investments

(10)
The Dumaine Process
“He is intelligent, forthright, experience, professional and genuinely interested in one's particular situation, carefully considering all options for the best outcome for a financially secure environment and future.”
In Business Since 2019
650 Poydras St Suite 1010, 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.”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
3912 N Labarre Rd, Metairie, LA
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Cypress Financial Group

Cypress Financial Group

(5)
Tax Management, Insurance and Annuity Products, Retirement Strategies
“So impressed by the free Social Security Seminar that we immediately booked an appointment with John and his Team.”
In Business Since 2022
3421 N Causeway Blvd suite 400, Metairie, LA
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ZDT Financials

ZDT Financials

(9)
  • Patient
  • Brunch
  • Information
“Good evening my name is Author Chauncey Taylor and I am glad to present you with good news of having received beneficial information from Mrs.”
In Business Since 2020
6803 Press Dr Suite 180, New Orleans, LA
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Preservation Wealth Management

Preservation Wealth Management

(7)
“Not only are they professionals, but they spend the time to lay out financial plans in a simple manner to their clients.”
In Business Since 2018
3500 N Causeway Blvd STE 120, Metairie, LA
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Faubourg Private Wealth

Faubourg Private Wealth

(2)
Start-Up A Retirement Plan, Replace Your Current 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)
Asset Management, College Planning, Executive Solutions
“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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Vision Wealth Management

Vision Wealth Management

(2)
How We Work, Insurance Solutions, Could You Use a Tax-Free Income Retirement Savings
“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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Retirement Strategies Group

Retirement Strategies Group

(2)
Planning and Design, Government Reporting, Employee Communication
“I rate it A +”
In Business Since 2001
800 W Commerce Rd, New Orleans, LA
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Stephens Financial Services

Stephens Financial Services

(2)
Client Directed Portfolio Management, Fund Advisory Programs, Tax-Free Municipal Bonds
“He is highly responsive, and followed my instructions in regards to filing to the T.”
In Business Since 2016
3528 Holiday Dr STE A, New Orleans, 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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Compass Capital Management

Compass Capital Management

(1)
Business Services, Personal Services
“I have been working with Gerrod Galliano and Kevin Phillips on my retirement accounts and discussing strategies for the future.”
In Business Since 2000
Licensed
3445 N Causeway Blvd STE 1000, Metairie, LA
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Upbeat Wealth

Upbeat Wealth

(1)
“Compared to previous experiences, Upbeat Wealth has provided us with tools to not only to manage our current finances and set goals for the future, but also has set in motion a system that allows us to revisit these goals constantly as life evolves a...”
In Business Since 2021
Transparent Fees & Pricing
2831 St Claude Ave, New Orleans, LA
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Watzke Financial

Watzke Financial

(1)
LPL Research,
“Very knowledgeable and helpful.”
In Business Since 2014
214 N Genois St, New Orleans, LA
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Benefit Planning Group

Benefit Planning Group

(1)
Client Account Access, Tell A Friend
“Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice.”
In Business Since 2002
2817 Athania Pkwy, Metairie, LA
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Retirement Planning and Investment Management Services in Kenner, LA Cost Estimates

Minimum cost
$1094
Maximum cost
$9294
National Average
$3281
Avg Per Hour Rates
$329
$2187
$6014
Fair price range is based on 444 cost profiles
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Average Cost $3281
Minimum cost $1094
Maximum cost $9294
Avg Per Hour Rates $329

Fair range $2187 to $6014 is based on 444 cost profiles.

Why these companies made our list

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