Lafayette, LA

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Lafayette, LA
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Best Financial Advisors in Lafayette, LA

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

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Integrity RIA

Integrity RIA

(40)
Retirement Planning, Investment Management, Education Planning
“Shawn and his team came to see us at our home on a Sunday morning 8 am during daylight savings (spring forward) to help me and my sister with our investments.”
In Business Since 2013
221 Southpark Rd Suite A3, Lafayette, LA
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Rabalais Business Consulting

Rabalais Business Consulting

(8)
Business Plans, Feasibility Studies, Income Tax Preparation, Business Incorporation, LLC Organization
“My recommendation is if you want someone you can trust, someone dedicated to your business and someone who wants to give you the best possible results, Rabalais Business Consulting is the one to choose.”
In Business Since 1984
Licensed, BBB Rating: A+
209 Rue Louis XIV, Lafayette, LA
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Summit Financial Wealth Advisors

Summit Financial Wealth Advisors

The Investment Process
“For more than 20 years, we have been working closely with individuals, families and businesses developing customized financial solutions to address their unique goals. We work hard to build and continually refine financial plans that enable our clien...”
In Business Since 2020
Licensed, BBB Rating: A+
1021 E St Mary Blvd, Lafayette, LA
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Eleser Financial

Eleser Financial

(19)
Portfolio Management, Business and Commercial Insurance, Retirement Planning
“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
412 W University Ave ste 103, Lafayette, LA
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Broussard Poche

Broussard Poche

(1)
Certified Public Accounting
“Jamie Rutherford at Broussard, Pocheis our go to accountant.”
In Business Since 1956
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
4112 W Congress St, Lafayette, LA
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Hux Capital Management

Hux Capital Management

(18)
Medicare, Wills & Trust, Life Insurance/Long Term Care
“Randy will sit with you and talk about whatever for as long as you want, but if you have a question about your financial well-being, he will focus in like a Lazer and find a way to give you peace of mind about your future.”
In Business Since 2022
4023 Ambassador Caffery Pkwy Suite 201, 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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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 1991
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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Godley Wealth Management

Godley Wealth Management

(3)
“I've had the pleasure of working with Godley Wealth Management for a few years now and they deserve nothing less than five stars!”
In Business Since 2017
312 Doucet Rd, 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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HB Financial Wealth Management

HB Financial Wealth Management

“As a long-term investor, you're always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It's not their faul...”
In Business Since 2022
2810 Johnston St, Lafayette, LA
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Bentley & Co Wealth Management

Bentley & Co Wealth Management

(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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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 2014
Licensed, BBB Rating: A+
140B Rue Beauregard, 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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The Rock Financial Group

The Rock Financial Group

“At the ROCK Financial Group, we strive to educate and empower you to understand the basic concepts of financial planning in order to help you implement a structured plan that can positively impact your financial well-being. Financial planning goes be...”
In Business Since 2007
106 Sears Dr, 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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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+
300 Rue Beauregard building e, Lafayette, LA
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Matthew James Tax & Wealth Management

Matthew James Tax & Wealth Management

(2)
  • Retirement
“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 1999
1011 Coolidge St, 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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Broussard-Kelly Financial Group

Broussard-Kelly Financial Group

In Business Since 1976
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
106 Oil Center Dr, 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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Parish Investment Advisors

Parish Investment Advisors

“Parish was formed with the belief that investment advice should be approached differently. Our objective is to provide an exceptional client experience through superior advice, service, and portfolio management. We accomplish this goal through a stra...”
In Business Since 2016
Free Initial Consultation
2701 Johnston St Suite 211, Lafayette, LA
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Pinnacle Group Insurance & Financial Services

Pinnacle Group Insurance & Financial Services

Business Planning, Estate Planning Services, Financial Services
“Robert Eddy, Jr., CLU ®, ChFC ®, REBC ®, offers financial planning services and Gregory P. Daigle, JD*, CLU ®, ChFC ®, Kaleb Legg, MBA, Knox Ridley, Jr., CLU ®, ChFC ®, and Krystal Boudreaux offer investment advisory services and programs through Pru...”
In Business Since 2000
500 Dover Blvd, 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.

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