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Find Retirement Planners for Retirement Planning in Louisiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Louisiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Louisiana

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Beth Falkenstein

Creative Planning

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Covington, LA 70433
(504) 2280850

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James Bayard, CFP®

Capital South Wealth Management LLC

6513 Perkins Rd
Suite 106

Baton Rouge, LA 70808
(225) 7090703

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Chad Olivier, CFP®

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809
(225) 7579484

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810
(225) 2924225

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810
(225) 2924225

List of Additional Retirement Planners in Louisiana*

* Additional advisor listing is provided in partnership with Yext

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Altus Wealth Management, LLC

4208 Bluebonnet Blvd.

Baton Rouge, LA 70809
2252019300

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William Robert Duncan Jr - Ameriprise Financial Services, LLC

4501 W Napoleon Ave
Ste 110

Metairie, LA 70001
5048879355

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Christopher Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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Belinda Lewis Batiste - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790045

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Broussard-Kelly Financial Group

106 Oil Center Drive
Suite 250

Lafayette, LA 70503
3372665574

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Jayne Goertz - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Gray L Goudeau - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
5048376541

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Paul Treuting - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790030

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Cory Faucheux - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Austin Green - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672529

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Thomas Linn - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790025

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Blake Culpepper - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822734

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Albert "Chip" Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822777

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Beth Colón - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879646

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Bezou Financial Planning Group

108 Harrison Avenue

New Orleans, LA 70124
5044813631

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Terry Blackman - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
3187972995

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Apex Capital Management, Llc

701 Robley Dr.
Suite 200

Lafayette, LA 70503
3379847433

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Bentley Harvey III - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246943

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Richard A Hinton - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
3374771866

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Nathan Foret - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790026

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Wendell Whetstone - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
3187972995

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Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
3372169330

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Dito Patron - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790033

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Cardinaux Wealth Advisors - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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Waterfront Wealth Management - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
5048891704

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Laveer Wealth Management - Ameriprise Financial Services, LLC

738 N Ashley Rdg Loop

Shreveport, LA 71106
8003617831

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David Mire - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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uBreakiFix

640 Arlington Creek Center Boulevard
Building 2 Suite B

Baton Rouge, LA 70820
2259007717

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Goudeau Wealth Planning Group - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
5048376541

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Thomas Braly - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790035

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Ryan Swayze - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853937

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Edward Jones - Financial Advisor: Spencer S Smith

37283 Swamp Rd
Suite 101

Prairieville, LA 70769
2256778117

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James Evans - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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John Gin - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
5048371402

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John Race - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853951

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J Allen Hebert - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790032

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Patrick Shreve - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252153200

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Larry Yelverton - Ameriprise Financial Services, LLC

6425 Youree Dr
Ste 100

Shreveport, LA 71105
3182122673

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Ralph Leopold - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
5043222975

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TruWealth Advisors - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Gregory A Walters - Ameriprise Financial Services, LLC

132 Rue Colette
Ste A

Thibodaux, LA 70301
9854461968

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Deane Retirement Strategies, Inc

1100 Poydras Street
Suite 2065

New Orleans, LA 70163
5045822345

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RoseStone Wealth Advisors - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
3187972995

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Jennifer Slimmer - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1111

Metairie, LA 70001
5048376541

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Charles Simmons - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Darnall Sikes Wealth Partners LLC - New Iberia

1101 East Admiral Doyle Drive,
Suite 106

New Iberia, LA 70560
3373594379

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Ray Cesta - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Kirk Trussell - Ameriprise Financial Services, LLC

664 Corporate Dr

Houma, LA 70360
9858530066

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Carl Burnam - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246900

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Chad Boisseau - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
5048371462

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Bob Rivas - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252151608

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Robert L Smith - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
3187972995

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Jeannine Granier - Ameriprise Financial Services, LLC

13919 River Rd
Ste 130

Luling, LA 70070
9857251900

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Charles Thensted - Ameriprise Financial Services, LLC

1 Galleria Blvd
Ste 1620

Metairie, LA 70001
5043222974

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Michael T Pfeffer - Ameriprise Financial Services, LLC

104 Campus Dr E
Ste 103

Destrehan, LA 70047
9857181200

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Steven Billings - Ameriprise Financial Services, LLC

9270 Siegen Ln
Bldg 901

Baton Rouge, LA 70810
2258104955

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Hugo A Marrero Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373142

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Jeremy Starr - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790049

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Diana Matherne - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790046

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Window World of Northwest LA

5903 East Texas Street

Bossier City, LA 71111
3187429011

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Goosehead Insurance - John Snyder

204 Fairlane Drive

Lafayette, LA 70507
3373477057

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Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
3374750191

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Joseph Brown - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252153200

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Charlton H Lyons IV - Ameriprise Financial Services, LLC

6105 Line Ave
Ste 100

Shreveport, LA 71106
3187972995

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LA-Terre Insurance Agency LLC

6652 W. Park Avenue

Houma, LA 70364
9858682427

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Gary Alfonso - Ameriprise Financial Services, LLC

3351 Severn Ave
Ste 104

Metairie, LA 70002
5048310515

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Kevin Murphy - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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Leonard Bernard - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
2257665665

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Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9858685250

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Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372327160

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Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853900

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Matt Edwards - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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Robert Incaprera - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790043

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Troy Trahan - Ameriprise Financial Services, LLC

225 W Causeway Approach

Mandeville, LA 70448
9859662117

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Ray Trosclair - Ameriprise Financial Services, LLC

37283 Swamp Rd
Ste 501

Prairieville, LA 70769
2257444482

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Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373100

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James Donovan Mulvey - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
3374771866

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Rufus Cressend - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
5048891704

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Steven Rice - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
3374771866

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Brett Broussard - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
3372169330

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Allison LeBlanc - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
3372169330

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Curtis Hunter Roy II - Ameriprise Financial Services, LLC

3909 Ambassador Caffery Pkwy
Ste I

Lafayette, LA 70503
3372169330

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James Parrie - Ameriprise Financial Services, LLC

2700 Lake Villa Dr
Ste 200

Metairie, LA 70002
5047797790

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The Foard Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672521

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Hibernia Wealth Management

6700 Jefferson Highway
Building 4, Suite B

Baton Rouge, LA 70806
2257787971

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Theresa Barnard - Ameriprise Financial Services, LLC

3939 N Causeway Blvd
Ste 401

Metairie, LA 70002
5048891704

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Sharon Martin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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The Vermilion Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672505

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Chad Courtois, New York Life

400 East Kaliste Saloom
Ste 5100

Lafayette, LA 70508
3372619863

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Maureen O'Neal - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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Regatta Research & Money Management LLC

6620 Riverside Drive
Suite 207

Metairie, LA 70003
8009320017

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Magnolia Wealth Strategies

102 Versailles Boulevard
Suite 808

Lafayette, LA 70501
3372543103

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Russo Financial Group LLC

13441 Tiger Bend Rd.
Ste G

Baton Rouge, LA 70817
2257561635

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Shauna L. Soper, LUTCF

2431 S. Acadian Thruway
Suite 350

Baton Rouge, LA 70810
2257096256

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Schaff Financial Group, LLC

345 Doucet Road
Suite 200F

Lafayette, LA 70503
3379813587

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Titan Value Equities Group

135 Cocoville Road

Marksville, LA 71351
3182538805

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Destiny Investments

1 Galleria Blvd.
Ste 1900

Metairie, LA 70001
5048322117

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Harbor Wealth Management

200 Gause Boulevard
Suite 3

Slidell, LA 70458
9856057185

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New Orleans Private Wealth Management, LLC

4736 W Napoleon Ave Ste 200

Metairie, LA 70001
5049341414

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Delahaye & Associates Insurance & Financial Services

7916 Wrenwood Blvd
Suite F

Baton Rouge, LA 70809
2259272437

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Any Lab Test Now

360 Emerald Forest Blvd
Suite H

Covington, LA 70433
9853171010

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Helen Smith Guidry - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853996

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Allstate Personal Financial Representative: Bryan Ledet

258 Enterprise Dr

Houma, LA 70360
9858731611

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Susan Clark Smith, Hilltop Securities Independent Network

2001 Roselawn Ave

Monroe, LA 71201
3183250668

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Guy S. Brenner - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879667

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Frank Wood - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797612

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Allstate Personal Financial Representative: David Dixon

3711 Maplewood Dr

Sulphur, LA 70663
3375273658

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Ryan Thompson - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
3186775410

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Gregory Fulcher - Ameriprise Financial Services, LLC

1124 S Burnside Ave
Ste 100B

Gonzales, LA 70737
2256445001

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The Blaise Ernst Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246900

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Jay Rousseau - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373110

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The Buise Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246908

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Scott Potter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797620

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The Hurtado Del Solar Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258907

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Mark Culbertson - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672512

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Steve Taylor - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797549

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Galiano Wealth Management Group

135 Hwy 3161

Cut Off, LA 70345
9853256500

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Allstate Personal Financial Representative: James Dickerson

6473 Highway 44
Ste 117

Gonzales, LA 70737
2255885043

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Shaddock/Hanks/Garrison Team - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374750191

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Powell Smith, Jr. - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797610

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Thomas Evans

400 E. Kaliste Saloom
Suite 5100

Lafayette, LA 70508
3372619860

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RRDM | Wealth Management Partners

6421 Perkins Road
Building C, Suite B

Baton Rouge, LA 70808
2254565886

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Anita Stephens - Ameriprise Financial Services, LLC

2955 Ridgelake Dr
Ste 103

Metairie, LA 70002
5048377989

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Allstate Personal Financial Representative: James E. Ross

1953 E 70th St
Ste 5

Shreveport, LA 71105
3184598184

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André P. Fontenot - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672539

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Susan V Jackson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373131

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Edward Jones - Financial Advisor: Lance P Havener

839 Kings Hwy
Suite 111

Shreveport, LA 71104
3182214441

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Darnall Sikes Wealth Partners LLC - Lafayette

2000 Kaliste Saloom Road,
Suite 300

Lafayette, LA 70508
3372370112

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The Manne Lejeune Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373122

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Laura Adcock - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
2257664059

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Tom Waguespack - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258909

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Coastal Capital Advisors, LLC

1819 W Pinhook Road
Suite 215

Lafayette, LA 70508
3374439580

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The Red Stick Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373153

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Kathleen B. Stacy - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246907

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Jim Musso - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879636

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Cross Financial Group

305 Church Street

Natchitoches, LA 71457
3182387700

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Hamilton Martin - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853917

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Live Oak Financial Group, LLC

7020 Higway 190 West
Service Road Suite A

Covington, LA 70433
9856248916

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Nicole Fawley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373120

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The Katz Jacobs Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853902

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VAN GEFFEN GROUP FINANCIAL, Inc

1338 Gause Boulevard
Suite #203

Slidell, LA 70458
9858471055

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Cody W. Moore | Shreveport, LA

401 Edwards Street
Suite 1700

Shreveport, LA 71101
3189656482

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The Parent/Jones Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879654

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Kyle Carpenter - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853910

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Macy Savwoir - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853984

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Henry Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
3374797601

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Drew Jardine - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822708

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Southern Wealth Strategies, LLC

206 Green Street
Suite 106

Thibodaux, LA 70301
9854922270

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Lewis Financial Group LC

8658 Business Park Drive
Suite 200

Shreveport, LA 71105
3187970447

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Goss Wealth Management

6300 Corporate Boulevard
Suite 120

Baton Rouge, LA 70809
2259304677

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Holloway Investments

5615 Jackson Street
Ext. Building N

Alexandria, LA 71303
3183833700

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The Loy Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373147

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Paul M Burch - Morgan Stanley

333 Texas Street, 9th
Floor

Shreveport, LA 71101
3186775433

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Penn Mutual South

301 Main Street
Suite 630

Baton Rouge, LA 70801
2259537657

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Saint Ann Wealth Strategists, LLC

594 Asbury Drive Suite E-2

Mandeville, LA 70471
9852319606

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Camille E. Walther - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246977

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The Kreeger Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879638

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The Denham and Lillich Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373125

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Mark S Lecoq - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879601

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Matt M. Marchand - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373146

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Marguerite Claudia Knight - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9853604044

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Chad Miller - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373116

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The Mannino Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822845

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KCS Wealth Advisors, LLC

185 South Beadle Road
Building 2

Lafayette, LA 70508
3372324141

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LDFwealth Financial Group

4611 Bluebonnet Boulevard
Suite A

Baton Rouge, LA 70809
2257571177

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The Wilson/Stacy/Harvey Group - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246900

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The Hudson Koppy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853900

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The Kennedy Moran Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822690

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Mike Nichols - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853950

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Heritage Wealth Management

6961 Highway 93

Arnaudville, LA 70512
3373521591

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John C. Ellis - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853949

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The Baron Baldwin Group - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672511

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Kris Rougeou - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246909

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The Nichols Frank Team - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853900

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Deupree James Wealth Management

5925 Line Ave Suite 5

Shreveport, LA 71106
3185621030

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Thomas G. Lewis

1888 Hudson Circle
Suite 3

Monroe, LA 71201
3185822026

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Financial Partners of Louisiana

935 Camellia Boulevard
Suite 200

Lafayette, LA 70508
3372652500

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Cornerstone Financial Group, Inc.

213 North College Road

Lafayette, LA 70506
3372336066

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Solinsky Group

427 N Pine Street
Suite B

Deridder, LA 70634
3374623500

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F. Matthew Carter - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797621

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Sam Chol - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
3374797603

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Marrero Wealth

18816 Ferncrost

Baton Rouge, LA 70809
2259242794

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Hills Empowering Success

7629 Pines Rd

Shreveport, LA 71129
8008938511

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Stine Financial

800 Ryan Street
Suite 200

Lake Charles, LA 70601
3374743434

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Pappalardo Agency

145 Robert E Lee Boulevard
Suite 202

New Orleans, LA 70124
5044867441

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Cornerstone Financial, LLC

801 Asbury Drive
Suite D

Mandeville, LA 70471
9856267574

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Macy Financial Services Inc

2002 False River Drive

New Roads, LA 70760
2256386051

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Randy J Landry - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672566

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Greg Hildebrand - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790053

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Allstate Personal Financial Representative: K. Darren Ford

2209 Justice St
Ste B

Monroe, LA 71201
3183235066

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David Indest - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790027

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Kamal Wadhwa - Ameriprise Financial Services, LLC

650 Poydras St
Ste 1417

New Orleans, LA 70130
5042993499

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Christopher Hitzman - Ameriprise Financial Services, LLC

1327 W Causeway Approach

Mandeville, LA 70471
9857271591

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Bruce Mulvey - Ameriprise Financial Services, LLC

4110 Lake St
Ste 100

Lake Charles, LA 70605
3374778827

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Spencer Harris - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790037

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Chris King - Ameriprise Financial Services, LLC

1100 Poydras St
Ste 1000

New Orleans, LA 70163
5046790021

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Allstate Personal Financial Representative: Victoria Dickerson

3524 Kaliste Saloom Rd
Ste 401

Lafayette, LA 70508
3377069110

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Gulf South Wealth Advisors - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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Lee Palmer - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
2257664059

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Allstate Personal Financial Representative: Patrick Dares

5500 Vetrns Meml Blvd
Ste 308

Metairie, LA 70003
5048881099

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Chad Hunt - Ameriprise Financial Services, LLC

119 Village St
Ste C

Slidell, LA 70458
9856494732

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Mark McCrocklin - Ameriprise Financial Services, LLC

738 N Ashley Ridge Loop

Shreveport, LA 71106
3188613521

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Allstate Personal Financial Representative: Ronald Camet

3525 N Causeway Blvd
Ste 617

Metairie, LA 70002
5048350446

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Allstate Personal Financial Representative: John S. McMillian

3600 Common St,
Ste 300

Lake Charles, LA 70607
3374744939

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Allstate Personal Financial Representative: Jerome Bourque

4007 W Congress St
Ste A

Lafayette, LA 70506
3379841990

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Allstate Personal Financial Representative: Josh McBroom

9478 Mansfield Rd
Ste 1

Shreveport, LA 71118
3186888888

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The Lawrence Roddy Group - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879631

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The Emerson Team A Wealth Management Group - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9858685250

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Jeanine Cazaubon - Ameriprise Financial Services, LLC

645 Lotus Dr N
Ste B

Mandeville, LA 70471
9856267526

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Allstate Personal Financial Representative: Brady Watts

680 Robert Blvd

Slidell, LA 70458
9856499313

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James M Spiro - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853905

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Steve Shaddock - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797609

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Thomas H. Foard - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672514

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Statton Frank - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853969

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Wayne E Traina - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822727

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Romi Gonzalez, III - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853991

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Rickey E Major - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373150

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Walter Weil - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822755

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Jamie Blanchard Duval - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672505

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Ashley Judice - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373103

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Alexander Failla - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853971

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Victor L. Raxsdale - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672564

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Robert E. Kennedy - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822690

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Wilfred M Kullman Jr. - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822761

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Richard M. Wilson - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246902

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Daniel Marcus Hudson - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853908

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Kenneth L. Riche, Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373153

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Chris Gautreaux - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373113

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Shawn Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373147

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Clay Flournoy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797542

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Richard Baron - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672518

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John Doumite - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3376569558

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Beau J. Miller - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672503

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Jenny Jones - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879654

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Rhonda G. Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373145

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Michael L. Gagliardi - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853981

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Paul R Walker - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373134

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Marc H. Miller - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853956

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Powell Royall - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672556

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Keith Katz - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853902

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Kevin G Mackey - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822839

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John Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373156

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Josh Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373124

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Robert A. Woosley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258917

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Marcus Lyman II - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246961

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Robert C. Foard - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672521

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Brian Lawrence - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045879631

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Michele B Dantin - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9853604047

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Denis Poljak - Morgan Stanley

333 Texas Street
9th Floor

Shreveport, LA 71101
3186775426

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V. Dean Wright - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672543

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Davor Poljak - Morgan Stanley

333 Texas Street
9th Floor

Shreveport, LA 71101
3186775423

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Nicholas A. Moran - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853904

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Randolph Callais - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246960

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Tim A Emerson - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9853604049

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Charlie Melancon - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246904

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Sherri B Roach - Morgan Stanley

1340 W Tunnel Blvd
Ste 405

Houma, LA 70360
9853604048

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Joseph Fell - Morgan Stanley

333 Texas Street
9th Floor

Shreveport, LA 71101
3186775424

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Brad Hanks - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797605

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Mark T. Roycroft - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853987

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Jason Rawls - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853927

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Janice P Glas - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258905

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Linda K McAulay - Morgan Stanley

400 E Kaliste Saloom Rd
Ste 1200

Lafayette, LA 70508
3372672509

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Natalie Garrison - Morgan Stanley

1450 William Street
3rd Floor

Lake Charles, LA 70601
3374797604

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David K. Butscher - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853972

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Enrique Hurtado - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258915

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Dean L. Wilson - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045853923

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William Oakland - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045616833

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Paul R. Thompson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258902

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Strekker Michael Pryor - Morgan Stanley

1450 William Street, 3rd
Floor

Lake Charles, LA 70601
3376569562

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Donald E Irwin - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246905

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George Lampard III - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246937

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T. C. Ford - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246912

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Kitty Calabrese - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797544

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Maurice Delahoussaye - Morgan Stanley

1100 Poydras St
Ste 1900

New Orleans, LA 70163
5045822777

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Blaise J Ernst - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246900

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Chris duPassage - Morgan Stanley

1261 West Causeway Approach

Mandeville, LA 70471
9856246921

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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