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Find Retirement Advisors for Retirement Planning in Louisiana, Monroe

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 4 Retirement Planning firms in Monroe, Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1609 Stubbs Avenue,
Monroe, LA, 71201
$1,365,398,340243229
A percentage of AUM, Hourly charges, Fixed fees
2

2401 Tower Drive,
Monroe, LA, 71201
$375,002,7963244
A percentage of AUM, Hourly charges, Fixed fees
3

1896 Hudson Circle, Suite 3
Monroe, LA, 71201
$168,333,6754023
A percentage of AUM, Fixed fees
4

2401 Tower Drive,
Monroe, LA, 71201
$12,703,993204
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Monroe, Louisiana

QualificationsFirm CRD# 112028

Assets Under Management $1,365,398,340

No. Of Clients2432

Clients Per Financial Advisor84

ARGENT ADVISORS, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2432 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 104612

Assets Under Management $375,002,796

No. Of Clients324

Clients Per Financial Advisor81

GRAHAM, BORDELON, GOLSON & GILBERT, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 298727

Assets Under Management $168,333,675

No. Of Clients402

Clients Per Financial Advisor134

VINES CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Monroe, Louisiana. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 111283

Assets Under Management $12,703,993

No. Of Clients20

Clients Per Financial Advisor5

ENTRUST INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Monroe, Louisiana. With a nearly $13M assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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