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Showing 10 advisor(s) and rep(s)

Ruth BakerVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Shreveport LA, 71101

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Bill Cunningham

CLU®, ChFC®, CFP®, AEP®

For over 33 years, I have had the honor and privilege of working closely with individuals and business owners, helping them reach long-term financial security. I recognize that each client's current financial situation and financial dreams they wish to achieve is unique.Visit my website

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

Languages: English

Location: Shreveport LA, 71101

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Jeremy DeramusAs a trusted financial advisor, my team and I strive to bring to life our clients ambitions and aspirations, both personally and professionally, through our premiere financial planning experience. Our purpose is to empower our clients to make the right financial decisions, allowing them to build a life that matters.Visit my website

Expertise: Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Investment Strategies, Education Funding, Estate Planning, Wealth Management

Languages: English

Location: Shreveport LA, 71101

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Brian HopeMy team and I aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you’re looking for, we will work diligently together to provide a clear vision for your future.Visit my website

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

Languages: English

Location: Shreveport LA, 71101

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Erik HsuI specialize in providing strategic, comprehensive advice to help successful minded individuals meet their financial goals. I bring value to my clients by brainstorming on their behalf and having conversations that challenge them to dream big and plan for it. My clients appreciate that I help them see and make possible the things they couldn't before working together.Visit my website

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

Languages: English

Location: Monroe LA, 71201

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Rob PoseyVisit my website

Expertise: Financial Planning

Languages: English

Location: Shreveport LA, 71101

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Logan RhoadsVisit my website

Expertise: Financial Planning, Disability Income Planning, Life Insurance Planning, Business Risk Management, Retirement Planning, Employee and Executive Benefits Planning

Languages: English

Location: Shreveport LA, 71101

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Caleb SlocumVisit my website

Expertise: Life Insurance Planning, Investment Strategies, Financial Planning, Retirement Planning, Wealth Management, Disability Income Planning, Education Funding

Languages: English

Location: Shreveport LA, 71101

FINRA BrokerCheck

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