The 7 Largest Financial Consulting Firm in Louisiana

Louisiana is home to several reputable financial consulting firms that provide expert guidance and solutions to individuals, businesses, and organizations. These firms offer a comprehensive range of financial services, including wealth management, investment consulting, retirement planning, and risk management.

Here are the five largest financial consulting firms in Louisiana, based on their assets under management and reputation in the industry:

• Edward Jones

Edward Jones is a leading financial services firm with a strong presence in Louisiana. The company offers a wide array of financial products and services, including investment planning, retirement planning, and insurance. Edward Jones is known for its personalized approach to financial advice and its commitment to client satisfaction.

• Raymond James

Raymond James is another prominent financial consulting firm in Louisiana. The company provides comprehensive financial planning and investment management services to individuals and businesses. Raymond James is recognized for its expertise in portfolio management and its dedication to long-term client relationships.

• Morgan Stanley

Morgan Stanley is a global investment bank and financial services firm with a significant presence in Louisiana. The company offers a broad range of financial products and services, including wealth management, investment banking, and capital markets. Morgan Stanley is known for its sophisticated financial solutions and its commitment to delivering tailored advice to its clients.

• Wells Fargo Advisors

Wells Fargo Advisors is a leading financial advisory firm in Louisiana. The company provides a wide spectrum of financial planning and investment management services to individuals, families, and businesses. Wells Fargo Advisors is recognized for its extensive network of financial advisors and its focus on providing personalized financial guidance.

• Merrill Lynch

Merrill Lynch is a renowned financial consulting firm with a strong presence in Louisiana. The company offers a comprehensive suite of financial products and services, including wealth management, retirement planning, and investment banking. Merrill Lynch is known for its experienced financial advisors and its commitment to delivering exceptional client service.

The 7 Biggest Financial Consulting Firm near Louisiana

JCN Financial & Tax Advisory Group, LLC

• Address: 18212 E Petroleum Dr Ste 3a, Baton Rouge, LA 70809, United States
• Map: Click here
• Rating: 4.4 (14)
• Phone: +1 877-755-0488
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  M McFarland✭✭✭✭✭

  2 years ago

  I was introduced to John by a friend. I had no experience with investing or anything of the like. He was willing to explain things on an elementary level to help me understand my financial options, at no cost to me.

  He allowed me to take my time to choose what felt comfortable to me & my family without pressure. He’s very knowledgeable, friendly, and has a staff that goes the extra mile to serve you.

  When my daughter got her 1st “real” job after grad school, JCN helped her choose the best retirement plan from those her job offered. JCN is highly recommended by me!

  Tana Cramp✭✭✭✭✭

  a year ago

  John and his team are marvelous. They helped me get all of my little bits of savings here and there consolidated. Now I understand exactly what is going on with my retirement money. I had most of it in one of those chain investors that my employer brought in, and it wasn’t making much money. John changed that! I’m not rich, just a middle-class gal, but John and his team treat me like a princess. He’s intelligent, patient, and concerned with my life. He knows the markets, watches them diligently, and explains what he is doing and why. For the first time in my life I feel like I have a financial planner who is doing what’s best for ME instead of using me to make money for their national chain company.

  Larry Koenig✭✭✭✭✭

  3 years ago

  I don’t usually pay attention to John’s reports… but I hear them in the background. And I enjoy hearing the upbeat tenor of his voice when my wife is watching. She minds our savings assiduously and with gusto, and I’m comfortable leaving it mostly up to her. It’s a funky financial time but I believe our money is in a good place. And I did watch this weekly update from John and, must say it is equally pleasant to watch John on video as it is to just listen.

  GW LAUS✭

  a year ago

  I moved $1,000,000+ for 14 months from one acct. to give him a test run. Down $100K at one point. Ended with his profit at $32k+ & mine at $30K! Slick talk with no results!!

  James Fletcher✭✭✭✭✭

  3 years ago

  Moving away from the Baton Rouge area was hard. I miss the events and people with whom I have grown accustomed. The You Tube approach has replaced some of that interaction. It is good to hear John with his quick fire presentations with facts about “our market”.

Morgan Stanley Financial Advisors

• Address: 1214 St Charles St, Houma, LA 70360, United States
• Map: Click here
• Rating: 5 (4)
• Phone: +1 985-868-5250
• Website: Link
• Reviews:
  
  scottandrews4✭✭✭✭✭

  4 years ago

  Susan Jackson and her staff are the best

  Marcus Maurice Williams✭✭✭✭✭

  a year ago

  Lovely

  Edwin Noland✭✭✭✭✭

  5 years ago

  Glenn Graves✭✭✭✭✭

  a year ago

Financial Consulting Group

• Address: 111 Veterans Memorial Blvd #1506, Metairie, LA 70005, United States
• Map: Click here
• Rating: 5 (2)

ALIEF FINANCIAL SERVICES

• Address: 3157 Gentilly Blvd Suite 179, New Orleans, LA 70122, United States
• Map: Click here
• Rating: 5 (1)

Raymond James Financial Services

• Address: 315 S College Rd #145, Lafayette, LA 70503, United States
• Map: Click here
• Rating: 5 (1)

Crescent Capital Consulting

• Address: 1100 Poydras St # 1350, New Orleans, LA 70163, United States
• Map: Click here
• Rating:

Exit Planning and Wealth Consulting Group – UBS Financial Services Inc.

• Address: 201 Settlers Trace Blvd Suite 3004, Lafayette, LA 70508, United States
• Map: Click here
• Rating:

Discover top consulting firms in various states, like those mentioned in Kentucky, Oregon and Oklahoma, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Louisiana, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Louisiana

Louisiana is home to several top financial consulting firms that offer a range of services to businesses and individuals in the state. Whether you are looking for assistance with financial planning, investment management, or tax advisory services, these firms can provide the expertise you need. Here are three of the top financial consulting firms in Louisiana:

• Postlethwaite & Netterville: Founded in 1949, Postlethwaite & Netterville is one of the largest accounting and business consulting firms in the Gulf South region. With offices in Baton Rouge, Lafayette, New Orleans, and Houston, the firm offers a comprehensive range of services, including audit and assurance, tax planning and compliance, litigation support, and business advisory services. Their team of experienced professionals provides personalized solutions to meet the unique needs of businesses and individuals.
• BKD CPAs & Advisors: BKD is a national firm that operates an office in Baton Rouge, Louisiana. They offer a wide range of financial consulting services, including tax planning and compliance, assurance and accounting, valuation services, wealth management, and risk management. BKD serves clients in various industries, including healthcare, manufacturing and distribution, higher education, and real estate. Their team of advisors is known for their technical expertise and commitment to providing exceptional client service.
• Argus Wealth Management: Argus Wealth Management is a registered investment advisor based in Baton Rouge, Louisiana. They specialize in providing comprehensive wealth management services to individuals, families, and institutions. Their services include investment management, financial planning, retirement planning, and estate planning. Argus Wealth Management takes a personalized approach to help clients achieve their financial goals and objectives.

Whether you are a business owner looking for assistance with financial planning or an individual seeking investment management services, these top financial consulting firms in Louisiana offer a range of expertise to meet your needs. Their experienced teams can provide personalized solutions to help you achieve your financial goals.

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