3 Best Financial Services in Lafayette, LA

Expert-recommended Top 3 Financial Services in Lafayette. All selected financial services undergo our rigorous 50-Point Inspection, assessing reviews, reputation, history, price, proximity, and more to ensure excellence. No Pay-to-Play!

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ELESER FINANCIAL

412 West University Avenue, Suite 103,
Lafayette, LA 70506 Directions

Since 2018

Retirement and Financial Planning Portfolio and Risk Management Estate and Business Planning Life Insurance Charitable Giving Legacy and Business Succession Planning Trusts Education Strategies Asset Allocation Investment Management Social Security Optimization Pension & 401(k) Analysis

Eleser Financial is owned and led by Jonathan Eleser, a dedicated financial planner. He has committed his career to helping clients achieve their definition of financial success, believing in the importance of 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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Contact:

(337) 326-0229

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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WEALTH ADVISORS

1525 Camellia Boulevard,
Lafayette, LA 70508 Directions

Since 1982

Investment and Money Management Annuities Stocks Educational Ir As Mutual Funds Traditional and Roth IRAs Sep and Simple IRAs Individual 401k and Group 401k Planning Group 403b Planning College and Estate Plans Money Purchasing and Profit Sharing Plans Insurance Disability Income and Life Insurance Long Term Care and Individual Health Insurance & Group Health Insurance

Wealth Advisors is led by Jennifer Venable, 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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Contact:

(337) 761-7000

Mon-Thu: 8am - 5pm
Fri: 8am - 12pm
Sat & Sun: Closed

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NORTHWESTERN MUTUAL LAFAYETTE

2008 South College Road,
Lafayette, LA 70508 Directions

Since 1975

Financial and Income Planning Life and Disability Insurance Asset Allocation Long-Term Care Planning Retirement and College Planning Estate Considerations & Investment Management

Northwestern Mutual is represented by Kenny Begneaud, the firm's financial advisor, who has been with the company 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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Contact:

(337) 233-3663 (337) 769-1750

Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report: