BEST RATED » LAFAYETTE LA » FINANCIAL SERVICES

3 Best Financial Services in Lafayette, LA

Expert recommended Top 3 Financial Services in Lafayette, Louisiana. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

BENTLEY & COMPANY WEALTH MANAGEMENT

714 East Kaliste Saloom Road, Suite D2, Lafayette, LA 70508 DIRECTIONS

Since 1996

Here’s The Deal:
Bentley & Company Wealth Management is dedicated to providing investment management & strategic wealth planning to their clients. As a financial advisory firm, their primary focus is to provide retirement goal planning, extensive research on the products they recommend & unbiased opinions that are designed to achieve long term investment results. Bentley & Company Wealth Management is able to achieve this with the highest levels of trust, integrity & respect while always collaborating using a team approach. They are dedicated to professionally supporting, educating, and providing informed direction to every client. They recognize that everyone's economic and life situation is unique. Their Envision process allows them to design a custom-tailored financial plan to fit you. Bentley & Company Wealth Management looks to match you with the right financial products and services to achieve retirement goals and financial independence.

SPECIALTY:
Investments, Insurance, and Retirement Planning, Managing Your Finances, Asset Allocation, Business Succession Planning & Charitable Giving

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bentleyadvisor.com

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Mon-Thu: 8am - 4:30pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

TOCE FINANCIAL GROUP

969 Coolidge Street, Lafayette, LA 70503 DIRECTIONS

Since 2018

Here’s The Deal:
Toce Financial Group provides holistic financial planning for individuals and businesses. Andre Toce is the founder and CEO and Justin Marcantel is the Co-founder of Toce Financial Group. Both maintain their series 65 financial license to act as Investment Advisor. Established in 2018 and based in Lafayette, Louisiana, Toce Financial Group assists clients with tax planning, investments, legal counsel, estate planning, real estate, and more. As Registered Investment Advisor, they are fiduciaries legally obligated to act in the best interest of their clients. Toce Financial Group proudly invests the most into their relationships with clients, partners and local communities. Their team is here for you.

SPECIALTY:
Financial Advising, Financial and Estate Planning, IRA, Mutual Funds, Wealth Management, Investments, & Retirement Plans

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tocefinancial.com

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

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BROUSSARD FINANCIAL GROUP, LLC

3 Flagg Place, Suite B-2, Lafayette, LA 70508 DIRECTIONS

Since 2002

Here’s The Deal:
Broussard Financial Group, LLC is a Registered Investment Advisor registered in the State of Louisiana and specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Jerry Broussard founded Broussard Financial Group in 2002. He was motivated to help clients solve their retirement problems by using mathematically designed portfolios and financial plans. Jerry works with each of his clients to help meet their financial goals. He prides his practice on developing strong relationships with each of his clients. As a financial service provider in Lafayette, LA, Broussard Financial Group, LLC's specialty is providing unique solutions for retirement and other investments in financial planning, asset management, wealth advisory, and strategic tax planning.

SPECIALTY:
Financial Planning, Asset Management, Wealth Advisory, Retirement & Strategic Tax Planning

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broussardfinancialgroup.com

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Mon-Thu: 8am - 4:30pm
Fri: 8am - 12pm
Sat & Sun: Closed

TBR® Inspection Report: