Directory for financial advisors and representatives

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Showing 29 advisor(s) and rep(s)

Andrew AcharyAndrew, co-founder of Sigma Wealth Advisors and seasoned wealth management advisor, brings nine years of expertise to empowering clients in navigating their financial journeys. Passionate about formulating multifaceted strategies into unified plans. Andrew specializes in guiding individuals and businesses towards generational success. At home, he spends time with his wife, Dana and their two boys.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Baton Rouge LA, 70810

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Kelly Anderson

LUTCF®, CLU®, ChFC®, RICP®

Welcome! My team & I take an integrated approach to all facets of your financial planning. We help you & your loved ones strategically achieve & protect your goals through all life stages. Whether facing retirement or just kicking off a career, our clients are accomplished professionals and business owners that value expert advice to complement, streamline, & enhance their current planning.Visit my website

Expertise: Business Continuation Planning, Business Succession Planning, Estate Planning, Financial Planning, Retirement Income Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Baton Rouge LA, 70810

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Eric Arman

CFP®, CLU®, ChFC®, CASL®, RICP®

Eric began his career at age 22 as a Northwestern Mutual intern. He has a degree in finance from LSU and over 35 years of experience. He is the co-founder of Sigma Wealth, and is an award-winning financial advisor. He is passionate about his faith, his family, scuba diving, fishing, and serving others.Visit my website

Expertise: Financial Planning, Retirement Planning, Investment Strategies, Employee and Executive Benefits Planning, Business Succession Planning, Disability Income Planning, Estate Planning, Life Insurance Planning, Long Term Care Planning, Qualified Plan Design Assistance, Retirement Income Planning, Wealth Management

Languages: English

Location: Baton Rouge LA, 70810

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John Battaglia

CLU®, ChFC®, CFP®

John Battaglia takes a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, John will do his best to help you protect and provide for those people you care about most.Visit my website

Expertise: Financial Planning, Estate Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies, Education Funding

Languages: English

Location: Baton Rouge LA, 70810

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Charles CherryVisit my website

Languages: English

Location: Baton Rouge LA, 70810

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