Castellano & Associates
“They are fast, professional, easy to get in touch with, quick with response times and excellent at their jobs.”
Best Financial Advisors in Shreveport, LA
21 firms listed · all 21 in Shreveport · 2 open weekends · 16 rated 4.5+ · 3 show a license
Data verified October 15, 2026
JPJ Investments
“He goes out of his way to make sure I feel confident about how my investments are set up.”
McDaniel Financial
“JT's excitement when talking and teaching shows what he truly loves, helping his clients succeed.”
WFA Volare
S.a.f.e. Planning
“It is a very long story but Ric came thru and my mother was able to collect on what was due.”
Tfg Financial
“I will request her everytime I use this Finance company”
The 21 firms listed for Shreveport, 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: Shreveport, LA
All 21 firms we list here are in Shreveport itself. We have 23 firms in Shreveport on file; this page shows the highest-rated 21. 17 of the firms on this page have a rating, from 4.2 to 5.0 across 78 reviews; 16 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer a free initial consultation. We have a website on file for 20 of the firms on this page; 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Shreveport take financial planning bookings online?
3 of the 21 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.
Deupree James Wealth Management
“We have been truly appreciative of their service as its given us peace of mind no matter which way the markets have headed.”
Fulco Capital Management
“Always available, manages accounts well for financial growth and professional while providing easy to understand answers.”
Hudnall Wealth
“They offer several products to meet your short—or long-term investment needs and are overall a pleasure to work with.”
Papa Financial Services
Cornerstone Investment Strategies
Bowen Lewis Investment Group of Raymond James
“Lee and his team have always taken really good care of me.”
Wingo Wealth
“Craig and John have an amazing selection of financial products, and they are excellent at making you money!”
Cypress Operating
“Karly helped me get thru a difficult process from getting my royalty monies changed over without having a will from the deceased.”
Magnolia Wealth Strategies
“Addy was super helpful and genuinely cared about my needs.”
The Summit Group
“Jerry is the best kept secret in the Shreveport - Bossier financial business.”
SSG Financial Group
Rebankable
“These people saved my business and I am forever grateful that I decided to use their services.”
Executive Financial Group
Eagle Financial Management Services
Adkins Seale Capital Management
Why these companies made our list
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