Slidell, LA

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Slidell, LA
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Best Financial Advisors in Slidell, LA

The highest-rated Financial Planning & Wealth Management companies out of 120 vetted & reviewed in the Slidell area.

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North Shore Capital Planning

North Shore Capital Planning

(4)
Insurance & Annuity Planning, Tax Minimization Strategies, Retirement Income Planning
“After searching for a financial planner that could help me tackle my financial goals with my unique financial situation, Nick and his team worked tirelessly and presented a platform that worked best for me.”
In Business Since 2014
820 Oak Harbor Blvd, Slidell, LA 70458
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Pontchartrain Investment Management

Pontchartrain Investment Management

(1)
“If you're thinking about your financial future, I cannot say enough good things about Steve Kernahan I have heard him help people who are barely making ends meet all the way up to my 80ish-year-old parents with much success.”
Free Initial Consultation
In Business Since 2011
2065 1st St, Slidell, LA 70458
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Dyer & Company

Dyer & Company

(2)
“Excellent, competent and experienced CPA firm.”
Free Initial Consultation
In Business Since 2012
1338 Gause Blvd #201, Slidell, LA 70458
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Knight Wealth Services Llc

Knight Wealth Services Llc

Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Knight Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services.”
In Business Since 1998
506 Robert Blvd, Slidell, LA 70458
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Melerine Wealth Management

Melerine Wealth Management

Estate Planning, Retirement Planning, Investment Management
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 1986
200 Gause Blvd STE 3, Slidell, LA 70458
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How Money Works Learning Center - Slidell LA

How Money Works Learning Center - Slidell LA

In Business Since 2024
1808 Front St Suite 104, Slidell, LA
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Gordon F. Schafer, Jr., Cpa, Cgma

Gordon F. Schafer, Jr., Cpa, Cgma

(49)
Quickbooks Services, Business Services, Tax Services
“Shafer was very friendly and we talked for an extended period of time about the questions I presented, he did not rush our conversation in the slightest.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts Check
3128 State Street Dr., New Orleans, LA, 70125-4241
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Allday Consulting Group

Allday Consulting Group

(41)
Tax Services, Industries, Services For Quickbooks
“Danny and his team have been a huge support to us in navigating some of the new methods of compiling and documenting the numbers we need to use as information to grow our business.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1984
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)
  • Questions
  • People
  • Community
“She's always answering my calls or messages very attentive she didn't settle with the other party she fought to get us what we deserved for my family and I.”
Free Initial Consultation
In Business Since 2002
4608 Rye St, Metairie, LA
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Person CPA Group

Person CPA Group

(13)
Part-Time CFO, Bank Financing, Cash Flow Management
“Matthew comes to our office to assist us with our finances and gives us direction on things we should look for in running our business to keep it on track.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2003
3200 Lake Villa Dr, Metairie, LA
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Deliberate Finances

Deliberate Finances

(16)
Speaking, Financial Planning
“It is great that Ryan offers this type of service, and I wholeheartedly endorse him for both one-time consultations and continuous financial planning support.”
In Business Since 2016
3014 Dauphine St unit s, New Orleans, LA
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Bonita Payments

Bonita Payments

(20)
  • Transactions
  • Team
  • Payment Processing
“Elliot and his team have been with us since the beginning and have been there for us through all the growing pains a new business could possibly experience.”
In Business Since 2016
650 Poydras St Suite 1100, New Orleans, LA
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Honore Credit Consultants

Honore Credit Consultants

(26)
Credit Reporting, Credit Education, Credit Repair
“BUT after my first conversation with Deondra, it's like I had taken the most informative class about my personal credit and was ready to tackle my repair journey!”
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.”
Licensed, BBB Rating: A+
In Business Since 1962
2121 Airline Dr suite 160, Metairie, LA
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Snow Financial Group

Snow Financial Group

(28)
  • Happier
  • Expertise
  • Team
“From start to finish, Conner displayed an unwavering commitment to providing outstanding customer service, making my interaction with the institution truly remarkable.”
In Business Since 2014
Serving Slidell Area
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Gregory Ricks & Associates - Total Wealth Authority

Gregory Ricks & Associates - Total Wealth Authority

“Insurance products are offered through the insurance business Gregory Ricks & Associates, Inc. Gregory Ricks & Associates, Inc. is also an Investment Advisory practice that offers products and services through”
CFP Certified
Accepts All Major Credit Cards
In Business Since 1986
Serving Slidell Area
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Dumaine Investments

Dumaine Investments

(10)
The Dumaine Process
“I have had Clifford Favrot as our financial advisor for over 20 years after having dealt with 2 major brokerage firms who had their best interests at heart.”
In Business Since 2019
650 Poydras St Suite 1010, New Orleans, LA
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ZDT Financials

ZDT Financials

(9)
  • Information
  • Brunch
  • Patient
“Now, we are helping our clients who are business owners get their affairs in order.”
In Business Since 2020
6803 Press Dr Suite 180, New Orleans, LA
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Cypress Financial Group

Cypress Financial Group

(5)
Estate Conservation, Investment Management, Retirement Strategies
“We look forward to a long relationship with him and his firm.”
In Business Since 2022
3421 N Causeway Blvd suite 400, Metairie, 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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
3912 N Labarre Rd, Metairie, LA
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Preservation Wealth Management

Preservation Wealth Management

(7)
“I enjoy working with them very much”
In Business Since 2018
3500 N Causeway Blvd STE 120, Metairie, LA
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Vision Wealth Management

Vision Wealth Management

(2)
Could You Use a Tax-Free Income Retirement Savings, Investment & Services Snapshot, Financial & Retirement Planning
“Great communication, Great vision and works with your best interest as focal point!”
In Business Since 2021
3200 Lake Villa Dr, Metairie, LA
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Faubourg Private Wealth

Faubourg Private Wealth

(2)
Keep & Improve Your Current Plan, Replace Your Current Plan, Start-Up A Retirement 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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Live Oak Wealth Management

Live Oak Wealth Management

(2)
Videos, Career Opportunities
“I sold my business and Steve has been working with my CPA and Attorney and is handling all my investments.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2002
Serving Slidell Area
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Retirement Planning and Investment Management Services in Slidell, LA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 530 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 530 cost profiles.

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