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Started By
Message
Lafayette financial advisor
Posted on 10/11/21 at 9:34 pm
Posted on 10/11/21 at 9:34 pm
I saw one for BR, but would there be a good financial advisor in the Lafayette area?
Looking for retirement planning
Looking for retirement planning
This post was edited on 10/11/21 at 9:42 pm
7
Posted on 10/11/21 at 9:37 pm to Spec1
What kind of advice are you needing?
Posted on 10/11/21 at 9:40 pm to ItzMe1972
Retirement planning
Posted on 10/11/21 at 9:42 pm to Spec1
I know two personally. They're both friends.
But I've never used them myself.
But I've never used them myself.
Posted on 10/11/21 at 9:52 pm to Spec1
Step 1: become whsillionaire
Step 2: retire
Step 2: retire
Posted on 10/11/21 at 10:54 pm to Spec1
I can help guide you in the right direction. Email me at threeputtpar1@gmail.com.
Posted on 10/12/21 at 6:21 am to Spec1
Just my two cents, but I would look for an RIA as opposed to a broker-dealer. RIAs have a fiduciary duty, have less conflicts of interest compared to BDs, and won’t try to sell you products. If you are specifically interested in retirement planning, you may want to find one who is a CFP as well.
Posted on 10/12/21 at 4:26 pm to Walter White Jr
Only use a CFP. If your bank currently has one on staff then use them for the convenience. If not, then search letsmakeaplan LINK CFPs will have the experience, education, and ethics you'll need for retirement planning.
They are a bunch in the laffy area.
Sincerely,
LSUBanker, CFP
They are a bunch in the laffy area.
Sincerely,
LSUBanker, CFP
Posted on 10/12/21 at 7:58 pm to Spec1
Brett Broussard
BFA™, CRPC®, APMA®
Private Wealth Advisor
Franchise Owner
Broussard, LeBlanc & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
337.216.9330
brett.j.broussard@ampf.com
BFA™, CRPC®, APMA®
Private Wealth Advisor
Franchise Owner
Broussard, LeBlanc & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
337.216.9330
brett.j.broussard@ampf.com
Posted on 10/13/21 at 8:22 am to Spec1
Met with the Burge group yesterday in Lafayette. Hal and Randy Burge. They're on south college.
Posted on 10/13/21 at 7:01 pm to Spec1
I’ve had great wealth building with Robert Eddy Jr.
Financial Planner, CLU®, ChFC®, REBC®
His Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy and Small Business
Build Your Plan opens in a new window
Location 500 Dover Boulevard,
Suite 100, Lafayette, Louisiana, 70503-5273
Phone Number 337-264-9751
Financial Planner, CLU®, ChFC®, REBC®
His Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy and Small Business
Build Your Plan opens in a new window
Location 500 Dover Boulevard,
Suite 100, Lafayette, Louisiana, 70503-5273
Phone Number 337-264-9751
Posted on 10/13/21 at 8:35 pm to LSUBanker
quote:
Only use a CFP. If your bank currently has one on staff then use them for the convenience.
There are CFP RIAs and CFP brokers. Generally a rep who work for a bank is a broker. As a previous post said I prefer the unbiased advice of an RIA.
Posted on 10/14/21 at 11:26 am to Spec1
David Romagosa
Cornerstone Financial Group, Inc
www.cornerstonela.com
(337) 233-6066
David helped me along my career and I was able to retire 10 years ago in my fifties. Money very well invested.
Cornerstone Financial Group, Inc
www.cornerstonela.com
(337) 233-6066
David helped me along my career and I was able to retire 10 years ago in my fifties. Money very well invested.
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