Financial Planners Carencro LA

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Carencro, LA. We have compiled a list of businesses and services around around Carencro, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Robert Morella
Apex Capital Management
(337) 984-7010
701 Robley Dr., Ste. 200
Lafayette, LA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Hourly Financial Planning Services, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Gerard Patin, CFP®
(337) 254-3094
102 Versailles Blvd Ste 808
Lafayette, LA
Firm
Met Life
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. David J. Romagosa Sr., CFP®
(337) 233-6066
213 N College Rd
Lafayette, LA
Firm
Cornerstone Financial Group In

Data Provided by:
Mr. Curt P. Arcement, CFP®
(337) 889-0253
140-B Rue Beauregard
Lafayette, LA
Firm
Raymond James Financial Services

Data Provided by:
Mr. Craig C. Babineaux, CFP®
(337) 735-1161
2000 Kaliste sallom Road
Lafayette, LA
Firm
Darnall, Sikes, Gardes & Frederick CPAs

Data Provided by:
Mr. Michael E. Pharr, CFP®
(337) 232-1141
PO Box 53007
Lafayette, LA
Firm
Summit Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Stephen R. Moore Jr., CFP®
(337) 232-4141
PO Box 51901
Lafayette, LA
Firm
KCSC Financial Services, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Mr. John N. Gherardi, CFP®
(337) 266-6015
1021 E Saint Mary Blvd
Lafayette, LA
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided by:
Mr. Adam Johnston Curry, CFP®
2000 Kaliste Saloom Rd Ste 300
Lafayette, LA
Firm
Darnall, Sikes, Gardes & Frederick

Data Provided by:
Mr. Daniel R. Maggio, CFP®
(337) 988-1223
1720 Kaliste Saloom Rd
Lafayette, LA
Firm
First Southern Financial Planners
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits

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