Slidell, LA

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Slidell, LA
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Best Financial Advisors in Slidell, LA

24 firms listed · 4 in Slidell · 3 open weekends · 19 rated 4.5+

Data verified October 18, 2026

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North Shore Capital Planning

North Shore Capital Planning

(4)
  • Future
“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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Knight Wealth Services Llc

Knight Wealth Services Llc

In Business Since 1998
506 Robert Blvd, Slidell, LA 70458
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Melerine Wealth Management

Melerine Wealth Management

In Business Since 1985
200 Gause Blvd STE 3, Slidell, LA 70458
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Gordon F. Schafer, Jr., Cpa, Cgma

Gordon F. Schafer, Jr., Cpa, Cgma

(49)
  • Knowledge
  • Tax Laws
  • Tax Preparation
“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
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)
  • Financial
  • People
  • Knowledge
“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 24 firms listed for Slidell, 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: Slidell, LA

Of the 24 firms we list here, 4 are in Slidell itself and 20 come from towns including Metairie (9, 31 mi), New Orleans (8, 17 mi) and Covington (2, 21 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 322 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (92%) and quality (68%). 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax services (3), business services (2), estate planning (2) and investment management (2). 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 64 years. 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 8 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 any financial advisers listed for Slidell offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Person CPA Group

Person CPA Group

(13)
  • Company
  • Financial
“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 2002
3200 Lake Villa Dr, Metairie, LA
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Dorsey & Company

Dorsey & Company

BBB Rating: A+
In Business Since 1962
2121 Airline Dr suite 160, Metairie, LA
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Deliberate Finances

Deliberate Finances

(16)
  • Student Debt
  • Student Loans
  • Understand
“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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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

CFP Certified
Accepts All Major Credit Cards
In Business Since 1985
Serving Slidell Area
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Dumaine Investments

Dumaine Investments

(10)
  • Investment Advisor
  • Knowledge
  • Markets
“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)
  • Social Security
“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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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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Retirement Strategies Group

Retirement Strategies Group

(2)
“Online service.”
In Business Since 2003
800 W Commerce Rd, New Orleans, LA
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Financial Consulting Group

Financial Consulting Group

(2)
“Would trust Darren with any of my financial concerns.”
In Business Since 2004
111 Veterans Memorial Blvd #1506, Metairie, LA
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Fresh Start Financials

Fresh Start Financials

(2)
“Waters had excellent customer service.”
Transparent Fees & Pricing
In Business Since 2019
3350 Ridgelake Dr Suite 105, Metairie, LA
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Vision Wealth Management

Vision Wealth Management

(2)
  • Interest
“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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Live Oak Wealth Management

Live Oak Wealth Management

(2)
“I sold my business and Steve has been working with my CPA and Attorney and is handling all my investments.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1999
Serving Slidell Area
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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
2800 Veterans Memorial Blvd #220, Metairie, LA
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Rigby Financial Group

Rigby Financial Group

(1)
“Excellent service for accounting and strategic advising for both personal and business.”
Remote Consultations Available
In Business Since 2003
715 Girod St # 200, New Orleans, LA
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Watzke Financial

Watzke Financial

(1)
“Very knowledgeable and helpful.”
In Business Since 2014
214 N Genois St, New Orleans, LA
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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...”
Transparent Fees & Pricing
In Business Since 2021
2831 St Claude Ave, New Orleans, LA
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HomeWealth Management AdvisorsLouisianaSlidell, LA

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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