Which Financial Advisor Should You Choose in LaPlace, LA?

Review local financial advisors in LaPlace, LA and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
7 reviews
Haslauer Group
Kenner, LA 70062 (15.1 mi mi)
7 reviews
Haslauer Group provides comprehensive retirement plan consulting and administration services for employers and financial advisors. We specialize in plan design, compliance testing, actuarial services, and recordkeeping to ensure tax-efficient, legally compliant retirement solutions. Our team's expertise helps clients navigate evolving regulations while optimizing benefits for business owners and employees.
Plan Design Recordkeeping Actuarial Services
4 reviews
Blanchard and Company
New Orleans, LA 70112 (25.7 mi mi)
50+ Years
4 reviews
Blanchard and Company and Company is a leading precious metals investment firm specializing in gold, silver, platinum, palladium, and rare coin acquisitions. We help investors diversify portfolios through tangible assets while providing expert guidance on market trends and collection building. Our services include IRA integration, secure storage, and personalized portfolio management.
Gold Bullion Silver Coins Rare Coins
Quick delivery Competitive pricing Product authenticity
Not rated yet
INTRX HealthCare
New Orleans, LA 70119 (25.7 mi mi)
35 Years
Not rated yet
INTRX HealthCare specializes in Long-Term Care planning and insurance solutions, providing nationwide advisory services since 1991. Our certified specialists help individuals and businesses navigate LTC risks through personalized consultations and educational resources. We focus on protecting assets while ensuring access to quality care through comprehensive LTC financial products.
LTC Insurance Senior Advisory Services LTC Planning
Not rated yet
Gulf Point Advisors
New Orleans, LA 70113 (25.7 mi mi)
5 Years
Not rated yet
Gulf Point Advisors is a wealth advisory firm specializing in customized investment strategies, family wealth preservation, credit and lending advisory, and life transition planning. Our team delivers objective guidance through a collaborative approach, leveraging extensive experience and resources from our partnership with LPL Financial. We focus on creating tailored solutions that align with each client's unique financial goals and circumstances.
Customized Investment Strategies Family Wealth Preservation Credit and Lending Advisory
Not rated yet
Orleans Capital Management
Metairie, LA 70002 (20.4 mi mi)
35 Years
Not rated yet
Orleans Capital Management provides institutional and individual investment advisory services, specializing in fixed income, strategic dividend equity, and customized portfolio management. Since 1991, we have focused on delivering tailored strategies for pension funds, foundations, and high-net-worth individuals. Our approach emphasizes risk management, asset diversification, and long-term capital appreciation.
Fixed Income Management Strategic Dividend Equity Municipal Bond Management
Not rated yet
Doucet Capital
New Orleans, LA 70130 (25.7 mi mi)
Not rated yet
Doucet Capital is a registered investment advisory firm headquartered in New Orleans, Louisiana. We specialize in personalized wealth creation and preservation through customized portfolio strategies. Our approach combines proprietary research, risk management, and market inefficiency exploitation to deliver client-focused financial solutions.
Investment Management Portfolio Strategy Wealth Preservation
Not rated yet
Retirement Plan Advisors
Metairie, LA 70001 (20.4 mi mi)
26 Years
Not rated yet
Retirement Plan Advisors is an independent registered investment advisory firm specializing in retirement plan solutions for public sector employers. We provide fiduciary services, investment consulting, and employee financial education to help organizations optimize retirement programs. Our comprehensive approach combines plan design, participant engagement, and ongoing oversight to improve retirement outcomes.
Plan Design Participant Services Investment Consulting
Not rated yet
Plum Street Advisors
New Orleans, LA 70118 (25.7 mi mi)
10 Years
Not rated yet
Plum Street Advisors is a fee-only Registered Investment Advisor (RIA) specializing in comprehensive financial planning and investment management. We help individuals, families, and non-profits achieve long-term financial goals through personalized strategies grounded in fiduciary responsibility. Our services integrate tax-efficient portfolios, retirement planning, and estate strategies while maintaining transparency in fees and avoiding product sales.
Financial Planning Investment Management Retirement Planning
Villere & Co.
50+ Years
Not rated yet
Villere & Co.
New Orleans, LA 70130 (25.7 mi mi)
50+ Years
Not rated yet
Villere & Co. & Co. provides customized investment advisory services through separately managed accounts and mutual funds. Specializing in active portfolio management and small-cap value strategies, we serve high net worth individuals and institutional investors. Our century-long heritage combines personalized service with a disciplined investment approach tested across diverse market conditions.
Separately Managed Accounts Mutual Funds Portfolio Management
Not rated yet
Financial Investment Services
Metairie, LA 70002 (20.4 mi mi)
23 Years
Not rated yet
Financial Investment Services provides personalized financial planning, retirement strategies, and estate solutions for individuals and families. Our expertise spans investment management, insurance services, and Social Security optimization. We help clients build, protect, and transfer wealth through customized plans that prioritize financial independence and long-term security.
Retirement Planning Estate Planning Insurance Services
Personalized guidance Compassionate service Retirement planning expertise
Metairie (20.4 mi) New Orleans (25.7 mi) Luling (11.5 mi) Kenner (15.1 mi)