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Financial Planners Certified in Shreveport, Louisiana

Robert L Smith - Ameriprise Financial Services, Inc. photos
Robert L Smith - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Larry Yelverton - Ameriprise Financial Services, Inc. photos
Larry Yelverton - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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RoseStone Wealth Advisors - Ameriprise Financial Services, Inc. photos
RoseStone Wealth Advisors - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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Personalized advice to help you achieve your goals We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We take the time to understand whats truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings ” both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BancorpSouth Bank photos
BancorpSouth Bank, Shreveport
Shreveport / Louisiana / United States
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Since 1876, BancorpSouth has met the financial needs of the communities in which we live and work. The bank operates full-service branch locations as well as additional mortgage, insurance and loan production offices in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee and Texas, including an insurance location in Illinois. Our broad footprint ensures that you, our customers, are never far away from the banking and insurance services you deserve.
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Sharon Martin - Ameriprise Financial Services, Inc. photos
Sharon Martin - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Wendell Whetstone - Ameriprise Financial Services, Inc. photos
Wendell Whetstone - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Megan Feulner Hauser - Ameriprise Financial Services, Inc. photos
Megan Feulner Hauser - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. Putting clients first; it’s what we do. Ameriprise Financial was named a Top Performer among investment firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets. Im proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.
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Christopher Murphy - Ameriprise Financial Services, Inc. photos
Christopher Murphy - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BancorpSouth Bank photos
BancorpSouth Bank, Shreveport
Shreveport / Louisiana / United States
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Since 1876, BancorpSouth has met the financial needs of the communities in which we live and work. The bank operates full-service branch locations as well as additional mortgage, insurance and loan production offices in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee and Texas, including an insurance location in Illinois. Our broad footprint ensures that you, our customers, are never far away from the banking and insurance services you deserve.
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Terry Blackman - Ameriprise Financial Services, Inc. photos
Terry Blackman - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Kevin Murphy - Ameriprise Financial Services, Inc. photos
Kevin Murphy - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Detail
Laveer Wealth Management - Ameriprise Financial Services, Inc. photos
Laveer Wealth Management - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. Laveer means “to sail against the wind”, which emulates our purpose of helping our clients as they navigate the potential"head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our teams mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.
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Maureen ONeal - Ameriprise Financial Services, Inc. photos
Maureen ONeal - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
BancorpSouth Bank photos
BancorpSouth Bank, Shreveport
Shreveport / Louisiana / United States
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Since 1876, BancorpSouth has met the financial needs of the communities in which we live and work. The bank operates full-service branch locations as well as additional mortgage, insurance and loan production offices in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee and Texas, including an insurance location in Illinois. Our broad footprint ensures that you, our customers, are never far away from the banking and insurance services you deserve.
Detail
BancorpSouth Bank photos
BancorpSouth Bank, Shreveport
Shreveport / Louisiana / United States
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Since 1876, BancorpSouth has met the financial needs of the communities in which we live and work. The bank operates full-service branch locations as well as additional mortgage, insurance and loan production offices in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee and Texas, including an insurance location in Illinois. Our broad footprint ensures that you, our customers, are never far away from the banking and insurance services you deserve.
Detail
Lewis Financial Group LC photos
Lewis Financial Group LC, Shreveport
Shreveport / Louisiana / United States
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Lewis Financial Group was founded by Craig Lewis more than 20 years ago with the goal of helping clients bridge the gap between their tax and financial concerns.Craig entered the financial services industry after personally experiencing the overwhelming responsibilities of managing his father’s estate after his death. He realized that a number of people endure the same experiences and wanted to help guide people through the complexities of financial planning and wealth management.
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Mark McCrocklin - Ameriprise Financial Services, Inc. photos
Mark McCrocklin - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Cody King - Ameriprise Financial Services, Inc. photos
Cody King - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Live life brilliantly. What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow. I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
Detail
Tanner Murphy - Ameriprise Financial Services, Inc. photos
Tanner Murphy - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Cardinaux Wealth - Ameriprise Financial Services, Inc. photos
Cardinaux Wealth - Ameriprise Financial Services, Inc., Shreveport
Shreveport / Louisiana / United States
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The advisor listed is an Ameriprise financial advisor in Shreveport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Detail