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Financial Advisors in Houma, Louisiana (Terrebonne County)

We offer comprehensive financial planning and fee-only money management. Our focus is specifically with people who are retired and those people within 5 years of retiring. We specialize in protecting retirement assets, including income planning, re... See More

Highlights: Investment Consulting, Financial Planning, Independent Investment Advisor, Women's Issues, Wealth Management, Estate Planning, Divorce Planning, Financial Planning Advice And Services, 403B Plans, Fiduciary, Retirement Planning, ETFs, IRA, Annuities & Life Insurance, Investment Management, Registered Investment Advisor, Retirement Distribution Plan, Young Investors, 401K Consulting, Disability Income & Long Term Care Insurance
Cory Faucheux
47 miles from Houma, LA

Personal financial planning for small businesses, executive compensation and benefit strategies, retirement, tax management strategies and estate planning strategies.

Many of my clients are successful professionals preparing for retirement and nee... See More

Highlights: Annuities & Life Insurance, Professional Wealth Management, Wealth Management, Investment Services, Divorce Planning, Trustee Services, 401K Consulting, Retirement Planning, Legacy Planning, Comprehensive Financial Planning, College Planning, Mutual Funds, Estate Planning, Charitable Planning, Special Needs Planning, Disability Income & Long Term Care Insurance, Business Planning, Investment Consulting, Family Financial Planning, Asset Protection
Upperline Financial Planning
51 miles from Houma, LA

We are a fee-only financial planning firm, serving clients throughout the greater New Orleans area. While we specialize in the medical community, we have a broad array of clients from young professionals through retirees. We earn no commissions, wh... See More

Highlights: Financial Planning Association Member, Education Planning- Fee-Only, Advisory And Investment Management, Retirement Income Planning, Passive Investment Strategies, Young Investors, Financial Life Planning, Retirement Distribution Plan, Comprehensive Financial Planning, NAPFA Member, Financial Planning For Physicians, Fiduciary, Fee Only, Cash Management & Budgeting, CFP®, Certified Financial Planner
The Planning Center
51 miles from Houma, LA

Andrew Sivertsen, CAP, CFP
The Planning Center (TPC) is first and foremost a financial planning firm, widely respected for practicing grounded philosophies. In addition, The Planning Center's processes are backed by academic research in financial pla... See More

Ferro Financial LLC
62 miles from Houma, LA

Shelley Ferro, CFP, EA
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Personal Financial Advisors, LLC
71 miles from Houma, LA

PFA is a fee-only firm offering comprehensive personal financial planning and investment advice.

Highlights: Charitable Planning, College Planning, Investment Consulting, Professional Wealth Management, Independent Investment Advisor, Comprehensive Financial Planning, Fiduciary, Retirement Planning, Certified Financial Planner, Fee Only, NAPFA Member

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