Best Financial Advisors in Lafayette, LA

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

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 1986
Licensed, BBB Rating: A+
209 Rue Louis XIV, Lafayette, LA
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Singleton, Kellner, Bolding, Avant & Associates

Singleton, Kellner, Bolding, Avant & Associates

(1)
“Very helpful with our small business accounting and tax needs.”
In Business Since 2018
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Bidg. 2, 91 Settlers Trace Blvd, Lafayette, LA
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Eleser Financial

Eleser Financial

(18)
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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Integrity RIA

Integrity RIA

(17)
Retirement Planning, Investment Management, Education Planning
“Shawn and his excellent awesome assistant Gina drove in the middle of an ice storm to Oberlin to meet with us at my home to review my 401(k) and my Roth IRA”
In Business Since 2013
221 Southpark Rd Suite A3, 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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Ahrens Investment Partners

Ahrens Investment Partners

Or Hidden Agendas, And Asset Allocation Analysis, Excellent Service
In Business Since 2019
Licensed, BBB Rating: A+
412 Settlers Trace Blvd, Lafayette, LA
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Couvillier Advisors

Couvillier Advisors

(9)
  • Insurance
“Hands down the most attention to detail and amazing agent I've worked with”
In Business Since 2019
2161 Cameron St, 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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Hux Capital Management

Hux Capital Management

(13)
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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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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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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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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Toce Financial Group

Toce Financial Group

(2)
“Andre and Justin are honest, transparent and best of all, our money is working for itself and growing faster than it ever has thanks to TFG!”
In Business Since 2018
969 Coolidge St, 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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Goff Wealth Management

Goff Wealth Management

“Do you know the best ways to invest your money? Have you started planning for retirement? If the answer is no, Goff Wealth Management can help. We provide wealth management services for clients in the Lafayette, LA area. Shane Goff and team has decad...”
In Business Since 2019
330 Settlers Trace Blvd Suite B, Lafayette, LA
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HB Financial Wealth Management

HB Financial Wealth Management

“Home Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these ...”
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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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+
Transparent Fees & Pricing
300 Rue Beauregard building e, 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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Get It Done Taxes & Accounting

Get It Done Taxes & Accounting

(1)
“Trusted, Thorough and Professional I highly recommend Mr.”
In Business Since 2021
Free Initial Consultation
412 Travis St Suite 102, Lafayette, LA
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Matthew James Tax & Wealth Management

Matthew James Tax & Wealth Management

(2)
“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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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.

Why these companies made our list

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