3 Best Financial Services in New Orleans, LA

“Deliberate Finances, LLC directly implements their recommendations and makes sure your assets are working in concert with your financial plan. Ryan is a fee-only financial planner, a Certified Financial Planner™ professional, and the founder of Deliberate Finances. He can create a unique plan to fit your individual needs and goals. Deliberate Finances, LLC makes sure each bucket of money is appropriately invested for when you need it to live your great life. They offer clear, strategic advice to guide your transition and build a secure future. They help families balance saving for college, investing for retirement, and enjoying life today. Their thoughtful planning approach ensures your financial strategy supports your priorities without adding to your stress.”

“Stephens Financial Services' goal is to help their clients with their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Joseph Stephens is the founder of Stephens Financial Services. He began his career as a Financial Advisor with Edward Jones Investments, where he developed his fundamental investment knowledge. Joseph Stephens earned his CFP® certification by completing the College for Financial Planning curriculum, passing a rigorous examination, and meeting stringent experience requirements. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized financial planning services his clients deserve. Stephens Financial Services has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.”

“Prestenback Wealth Management is a full-featured wealth management and financial planning services firm that provides clients with thorough, personalized financial planning, professional investment advice, and white-glove service. Roland Prestenback is the founder of Prestenback Wealth Management. He graduated from the University of New Orleans with a bachelor’s degree in finance, and he quickly passed the Series 7 exam (LPL Financial) and the Series 66 exam (NewEdge Advisors). He earned his CFP® designation in 2013 and became a CFA Charterholder in 2017. Prestenback Wealth Management firmly believes in highly personalized solutions, rather than relying on “off-the-shelf” approaches.”