Directory for financial advisors and representatives

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Showing 22 advisor(s) and rep(s)

William Blanchard

MBA, ChFC®, RICP®

Todd grew up in Moss Bluff, Louisiana. He is a graduate of Sam Houston High School. He then attended LSU, earning a Bachelor of Science and went on to earn a degree in Nuclear Medicine at the University of Arkansas for Medical Sciences. He also completed his MBA at McNeese State University. He married Meagan Blanchard, of Kinder, Louisiana in 2005. They have two boys: Bennett and Camden.Visit my website

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

Languages: English

Location: Lake Charles LA, 70601

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Benjamin Bourgeois

CFP®, ChFC®, RICP®, MBA

Our mission is to be at the center of our client's financial world as the premier financial planning team. We work with good people and seek to positively serve God and our clients through honest guidance and comprehensive personalized financial planning for them, their families, and their businesses.Visit my website

Expertise: Financial Planning, Retirement Planning, Retirement Income Planning, Wealth Management, Investment Strategies, Business Succession Planning, Business Continuation Planning, Estate Planning

Languages: English

Location: Lake Charles LA, 70601

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Jonathan ConradJonathan attended McNeese where he majored in Baseball and minored in Accounting and Finance. After graduating from McNeese he began his career with Northwestern Mutual in 2011, having achieved several awards in that time. Jonathan has a loving wife, Leah, and four precious kiddos.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement 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: Lake Charles LA, 70601

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Aaron ConradVisit my website

Expertise: Financial Planning, Retirement Income Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Business Risk Management, Business Continuation Planning, Investment Strategies

Languages: English

Location: Lake Charles LA, 70601

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Marty DeRouen

CFP®, ChFC®

Hi, I'm Marty DeRouen, Certified Financial Planner Professional and Wealth Management Advisor. My practice is focused on, but certainly not limited to, retirement planning and investment management. Please let me know how my team and I can be of assistance to you.Visit my website

Expertise: Wealth Management, Retirement Planning, Retirement Income Planning, Financial Planning, Estate Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning

Languages: English

Location: Lake Charles LA, 70601

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Earnest FordVisit my website

Expertise: Financial Planning, Investment Strategies, Retirement Planning, Wealth Management

Languages: English

Location: Lake Charles LA, 70601

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Zach GarrisonVisit my website

Languages: English

Location: Lake Charles LA, 70601

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David Girola

CFP®

Hi, I am David Girola. I am a Certified Financial Planner professional and Wealth Management Advisor. I focus on retirement planning and wealth management. Please let me know how my team and I can help you.Visit my website

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

Languages: English

Location: Lake Charles LA, 70601

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Terry GriffinVisit my website

Languages: English

Location: Lake Charles LA, 70601

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