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Financial planning is a personal journey that benefits greatly from professional insight and tailored strategies. In Baton Rouge, individuals and families can choose from a range of financial advisors offering services such as investment management, retirement planning, tax strategies, and estate planning.
This list highlights financial professionals and firms based in Baton Rouge. Each offers a different approach and scope of services, allowing you to explore options that may align with your financial goals and personal preferences.
1. Horizon Financial Group
Horizon Financial Group, based in Baton Rouge, Louisiana, is a comprehensive wealth management firm dedicated to helping clients build and preserve their financial legacy. The firm offers tailored services in investment planning, retirement strategies, estate planning, and risk management. Known for their client-centered approach, Horizon Financial Group provides strategic guidance rooted in deep industry knowledge and a commitment to long-term relationships, empowering individuals and families to make informed financial decisions.
Phone: +1 225-612-3820
Email: bbush@horizonfg.com
Address: 15015 Jamestown Blvd Ste. 100, Baton Rouge, LA 70810, United States
Website: http://www.horizonfg.com/
2. Goss Wealth Management
Goss Wealth Management, located in Baton Rouge, Louisiana, is a dedicated financial advisory firm offering comprehensive wealth management services. The firm specializes in financial planning, investment strategies, retirement planning, and risk management. With a client-focused philosophy, Goss Wealth Management is committed to building long-term relationships through personalized financial solutions designed to help clients reach their life and financial goals with clarity and confidence.
Phone: +1 225-930-4677
Email: carrie@gosswm.com
Address: 10235 Jefferson Hwy Building 6 Suite A, Baton Rouge, LA 70809, United States
Website: http://www.gosswealthmanagement.com/
3. Game Changer Wealth
Game Changer Wealth Management, based in Baton Rouge, Louisiana, is a financial planning and investment advisory firm focused on helping individuals and families take control of their financial futures. The firm offers a broad array of services, including retirement planning, investment management, wealth building strategies, and personalized financial coaching. With a mission to educate and empower clients, Game Changer Wealth Management strives to simplify financial decision-making and provide clear, actionable steps toward long-term financial success.
Phone: +1 225-664-2565
Address: 9026 Jefferson Hwy STE 102, Baton Rouge, LA 70809, United States
Website: https://gamechangerwm.com/
4. Brian Low Financial Group
Brian Low Financial Group, located in Baton Rouge, Louisiana, is a trusted financial services firm dedicated to guiding clients through all stages of wealth building and retirement planning. The firm provides comprehensive financial strategies tailored to individual needs, including investment planning, insurance solutions, estate planning, and tax-efficient retirement strategies. With a client-first approach, Brian Low Financial Group emphasizes transparency, personalized advice, and long-term relationships built on trust and performance.
Phone: +1 225-292-4225
Email: nicole@brianlowfinancial.com
Address: 4463 Bluebonnet Blvd Suite B, Baton Rouge, LA 70809, United States
Website: http://www.brianlowfinancial.com/
5. Highland Wealth
Highland Wealth, based in Baton Rouge, Louisiana, is a dedicated financial services firm affiliated with Northwestern Mutual. The firm provides a holistic approach to financial planning, offering personalized strategies that encompass wealth management, insurance planning, retirement preparation, and estate planning. With a strong foundation in building lasting client relationships, Highland Wealth focuses on helping individuals and families achieve long-term financial security through customized and disciplined financial strategies.
Phone: +1 225-408-4569
Email: highlandwealth@nm.com
Address: 1 Smart Wy Suite 101, Baton Rouge, LA 70810, United States
Website: http://www.highlandwealth.nm.com/
Navigating Your Financial Path with Confidence
Selecting a financial advisor is an important decision—one that should reflect your specific financial needs, goals, and comfort level. Baton Rouge offers a range of advisors with diverse expertise and service models to consider.
Take time to evaluate your options, ask thoughtful questions, and ensure the advisor you choose supports your financial journey with clarity and trust. The right partnership can provide the structure and support you need to make informed decisions and move toward financial peace of mind.
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