Best Financial Advisors near Kenner, LA

We have one firm in Kenner on file, and it is on this list, along with 23 from Metairie (13, 5 mi) and New Orleans (10, 20 mi).

4 open weekends · 22 rated 4.5+ · 1 shows a license

Data verified October 17, 2026

Reiser Jr Richard P CPA

Reiser Jr Richard P CPA

(1)
“Riser was very helpful and professional,”
In Business Since 2011
5017 Craig Ave, Kenner, LA
i
Allday Consulting Group

Allday Consulting Group

(41)
  • Team
  • Email
  • Properties
“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
Metairie, LA · 5 mi from Kenner
i
Person CPA Group

Person CPA Group

(13)
  • Financial
  • Company
“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 2002
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
Metairie, LA · 5 mi from Kenner
i
Dorsey & Company

Dorsey & Company

In Business Since 1962
BBB Rating: A+
Metairie, LA · 5 mi from Kenner
i
Deliberate Finances

Deliberate Finances

(16)
  • Understand
  • Student Loans
  • Student Debt
“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
New Orleans, LA · 20 mi from Kenner
i
Dumaine Investments

Dumaine Investments

(10)
  • Team
  • Markets
  • Investment Advisor
“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
New Orleans, LA · 20 mi from Kenner
i

The 24 firms listed for Kenner, LA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Kenner, LA

The 24 firms on this page are rated from 4.0 to 5.0 across 153 reviews; 22 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), business services (2), our location (2), retirement planning (2) and tax services (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 64 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 23 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Kenner take financial planning bookings online?

7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Cypress Financial Group

Cypress Financial Group

(5)
  • Social Security
“So impressed by the free Social Security Seminar that we immediately booked an appointment with John and his Team.”
In Business Since 2022
Metairie, LA · 5 mi from Kenner
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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
New Orleans, LA · 20 mi from Kenner
i
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
Metairie, LA · 5 mi from Kenner
i
Stephens Financial Services

Stephens Financial Services

(2)
“He is highly responsive, and followed my instructions in regards to filing to the T.”
In Business Since 2016
New Orleans, LA · 20 mi from Kenner
i
Financial Consulting Group

Financial Consulting Group

(2)
“Darren Olivio is fantastic- always professional, always knowledgeable and willing to help.”
In Business Since 2004
Metairie, LA · 5 mi from Kenner
i
Vision Wealth Management

Vision Wealth Management

(2)
  • Interest
“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
Metairie, LA · 5 mi from Kenner
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Retirement Strategies Group

Retirement Strategies Group

(2)
“I rate it A +”
In Business Since 2003
New Orleans, LA · 20 mi from Kenner
i
Faubourg Private Wealth

Faubourg Private Wealth

(2)
“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
Metairie, LA · 5 mi from Kenner
i
Fresh Start Financials

Fresh Start Financials

(2)
“She's gotten me one of the highest refunds thus far.”
In Business Since 2019
Transparent Fees & Pricing
Metairie, LA · 5 mi from Kenner
i
Watzke Financial

Watzke Financial

(1)
“Very knowledgeable and helpful.”
In Business Since 2014
New Orleans, LA · 20 mi from Kenner
i
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
New Orleans, LA · 20 mi from Kenner
i
Benefit Planning Group

Benefit Planning Group

(1)
“Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice.”
In Business Since 2002
Metairie, LA · 5 mi from Kenner
i
Terrell Financial Group

Terrell Financial Group

(1)
“The staff and the owner is very friendly and helpful”
In Business Since 2008
Metairie, LA · 5 mi from Kenner
i
Bavarian Wealth Management

Bavarian Wealth Management

(1)
“If I could invent a time machine, I'd travel back as far as possible and get Anthony to help me sooner.”
In Business Since 2007
Accepts All Major Credit Cards
New Orleans, LA · 20 mi from Kenner
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Rigby Financial Group

Rigby Financial Group

(1)
“Excellent service for accounting and strategic advising for both personal and business.”
In Business Since 2003
Remote Consultations Available
New Orleans, LA · 20 mi from Kenner
i
Compass Capital Management

Compass Capital Management

(1)
“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
Metairie, LA · 5 mi from Kenner
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Garcia Financial Group

Garcia Financial Group

In Business Since 2005
Transparent Fees & Pricing
CFP Certified
New Orleans, LA · 20 mi from Kenner
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Wealthharbor Capital Group

Wealthharbor Capital Group

(1)
“Place is great”
In Business Since 2005
Metairie, LA · 5 mi from Kenner
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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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