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State DirectoryFinancial Planners in Perry, LA
1. Edward Jones - Financial Advisor: Kimble Sagrera, ChFC®|CEPA®|CLU®
102 Thomas St Ste A-2, Abbeville, LA 70510
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
2. Annuity General
Serving the Perry Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
7. Wealth Advisors
1042 Camellia Blvd Ste 10, Lafayette, LA 70508
From Business: Tax Advisors, LLC is a full-service tax & accounting firm serving clients throughout USA. We are dedicated to providing our clients with professional, personalized services and…
8. Curtis Hunter Roy II - Private Wealth Advisor, Ameriprise Financial Services
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
9. Allison Leblanc - Financial Advisor, Ameriprise Financial Services
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
10. Brett Broussard - Private Wealth Advisor, Ameriprise Financial Services
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Ahrens Investment Partners
412 Settlers Trace Blvd, Lafayette, LA 70508
From Business: Ahrens Investment Partners, LLC assists its clients for financial management services. Based in Lafayette, La., the company offers a host of services across categories,…
12. Roy II, Curtis H
3909 Ambassador Caffery Pkwy, Lafayette, LA 70503
From Business: The advisor listed is an Ameriprise financial advisor in Lafayette. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
13. Kaylie Mixon - Financial Advisor, Ameriprise Financial Services
3909 Ambassador Caffery Pkwy Ste I, Lafayette, LA 70503
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
14. Charles Schwab
500 Settlers Trace Blvd, Lafayette, LA 70508
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
15. Kyle Champagne - Financial Advisor, Ameriprise Financial Services
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
16. John A. Boudreaux - Financial Advisor, Ameriprise Financial Services
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
17. James Evans - Private Wealth Advisor, Ameriprise Financial Services
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
18. David Van Geffen - Financial Advisor, Ameriprise Financial Services
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
20. Travis Frayard, CFP, CPM, CEPA - UBS Financial Services Inc.
201 Settlers Trace Blvd Ste 3004, Lafayette, LA 70508
21. Linda Malin, CFP - UBS Financial Services Inc.
201 Settlers Trace Blvd Ste 3004, Lafayette, LA 70508
22. Shawna Elaine Prejean - UBS Financial Services Inc.
201 Settlers Trace Blvd Ste 3004, Lafayette, LA 70508
23. Royal Alliance Associates, Inc.
1042 Camellia Blvd Ste 11, Lafayette, LA 70508
24. Apex Capital Management
701 Robley Dr Ste 200, Lafayette, LA 70503
From Business: Apex Capital Management is a financial planning and Registered Investment Adviser headquartered in Lafayette, LA. We provide fee-only financial planning services and investment…
25. Van Geffen David L
1921 Kaliste Saloom Rd Ste 205, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Greg Shuman - Financial Advisor, Ameriprise Financial Services
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Edward Jones - Financial Advisor: Paul M Fink
1720 Kaliste Saloom Rd Ste D3, Lafayette, LA 70508
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
28. Financial Partners of Louisiana
935 Camellia Blvd Ste 200, Lafayette, LA 70508
From Business: At Financial Partners of Louisiana, we guide you through lifeâ??s many financial decisions and challenges. From cash flow management, retirement planning, and everything in…
30. Securities America Inc
298 Lark Dr, Lafayette, LA 70508
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