3 Best Financial Services in Shreveport, LA

“Evans Financial Group is an independent financial consultant in Shreveport, Louisiana. Dave Evans is the president of the firm. He has 47 years of experience in the insurance and annuity industry. He earned a marketing degree from Lamar University, holds life and health insurance licenses, and has Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Evans Financial Group's goal is to make positive, life-changing, and lasting differences in the communities it serves. They assist clients in building financial strategies that empower them to achieve their goals. Their team of professionals can help you create a well-thought-out plan, using various investments and insurance products and services to address your financial needs and concerns. They focus on helping individuals create retirement strategies using multiple assets and insurance products to suit their requirements and objectives. They can review your current financial situation and determine your retirement needs.”

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“Corey Rogers has a successful tenure as a Primerica financial advisor, leveraging his expertise to assist clients. He chose to work as a Primerica Financial Representative because he wanted to assist his neighbors in Shreveport and nearby areas achieve their financial and life goals through personalized investment plans. His highest focus is to create value and peace of mind for his clients. He prides himself on providing outstanding customer service to everyone who walks through his office doors. He strives to treat each customer how he would want to be treated – with respect and integrity. He welcomes Shreveport, residents to call or visit his office to see how he can help them achieve their financial goals and dreams.”

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“Cornerstone Investment Strategies is a well-known Financial planner in Shreveport, Louisiana. Kelly Young is the firm's branch manager. He has worked in financial services for over 32 years. Before opening Cornerstone Investment Strategies in 2010, he was a growth leader at Edward Jones and a staff manager at Prudential Insurance Company. The team uses a proactive strategy to assist clients in developing a plan to address their financial goals and objectives efficiently. Their priority is your overall financial success. They want to know more about your situation, identify your dreams and goals, and understand your risk tolerance. They believe in thinking outside the box and are unafraid to challenge conventional wisdom in investing and preserving wealth. Their energy, commitment, and efforts are focused on you, the client, and your satisfaction. Their mission is to understand your needs, wants, and long-term goals. They want to help you develop, implement, and monitor a strategy to address your situation.”

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