3 Best Financial Services in Lafayette, LA

“Eleser Financial is an independent financial planner in Lafayette, Louisiana. Jonathan Eleser is the owner and financial planner of the firm. He has dedicated his career to helping his clients achieve their definition of financial success. He firmly believes in considering all aspects of one's life during financial planning. With over ten years in the industry, he has made it his mission to help his clients attain financial independence and live comfortable, enjoyable lives. At Eleser Financial, the team takes pride in solving difficult problems. They enjoy the challenge of navigating the complex financial landscape and believe helping people along the way is a great outcome. Their goal is to guide you toward a secure and prosperous financial future. They understand that every individual's financial situation is unique, so they believe in asking the right questions. By taking the time to understand your specific needs, goals, and aspirations, they can develop a custom-tailored plan that sets you on the path to financial success.”

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“Wealth Advisors is one of the leading financial planners in Lafayette, Louisiana. Jennifer Venable is the firm's president and managing partner. She is a proud graduate of the University of Southwestern Louisiana, where she majored in finance and earned a Bachelor of Science in Business Administration. Wealth Advisors is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Their team-customized programs are designed to help grow and preserve their clients' assets by striving to deliver an unprecedented level of personalized service. Their staff consists of experienced professionals with a "hands-on" strategy for financial guidance. Not only will you find their team members knowledgeable, but you will also discover that their staff truly cares about making your dreams a reality. As your financial professionals, they will do everything they can to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.”

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“Northwestern Mutual is a top-notch financial planner in Lafayette, Louisiana. Kenny Begneaud is the firm's financial advisor and has represented Northwestern Mutual since 1975. As part of Northwestern Mutual, he is proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment and survivors from late effects. The team has been helping families and businesses across Lafayette reach their financial goals for years. Their version of financial planning brings the right insurance and investment strategies together so you can prioritize what matters most with the ones who matter most. Their mission is to help clients attain financial security for their families and businesses. Since you cannot predict the future, they will help you prepare for both the best and worst-case scenarios and create a long-term relationship based on quality service and integrity.”

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