Top financial advisors in DeRidder, LA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in DeRidder, LA, and face financial decisions impacted by hurricane risks, you need advisors who understand how to integrate insurance and storm-risk planning into your overall strategy. Without this expertise, you might overlook critical protections that could safeguard your assets and future.
- Insurance and storm-risk planning. Confirm how they assess hurricane exposure and incorporate it into your financial plan.
- Local market knowledge. Advisors familiar with DeRidder's economic and environmental factors can better tailor recommendations.
- Experience with risk mitigation. Ask how they help clients balance investment growth with protecting against natural disaster losses.
- Coordination with insurance professionals. Effective advisors work alongside your insurance agents to align coverage with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel R
Series 66
Leesville, LA
First Command Advisory Services
Daniel Rogers, operating near DeRidder in Leesville, LA, offers expertise in wealth management and active portfolio management, supported by a Series 66 license and four years of experience. His affiliation with First Command Advisory Services, a large firm providing integrated financial planning and insurance products, distinguishes him by combining investment strategies with risk mitigation tailored to diverse client needs.
Experience: 4 years
Avg account: $214,697
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John W
Series 65
DeRidder, LA
Raymond James Financial
John Windham's 24 years of experience and Series 65 designation equip him to address financial planning needs in DeRidder, LA, including risk mitigation related to hurricane exposure. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves a diverse client base and integrates asset allocation analysis with non-discretionary planning, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 24 years
Avg account: $700,796
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Charles S
PFS™, Series 63
Deridder, LA
Cetera
Charles Scarbrough's 28 years of experience and credentials like PFS™ equip him to address complex financial needs in DeRidder, including integrating tax-loss harvesting and retirement plans for business owners. Operating within Cetera's large firm framework, he offers flat-fee and hourly consulting options, serving a diverse clientele from high earners to retirees, which may provide more flexible and comprehensive planning compared to other local advisors.
Experience: 28 years
Avg account: $306,089
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Eden S
Series 65
DeRidder, LA
Strategic Financial Concepts, LLC
Eden Solinsky in De Ridder, LA, integrates financial planning with insurance expertise through his management of Solinsky Group Insurance Agency, addressing hurricane risk and asset protection. His firm offers discretionary portfolio management with fundamental and technical analysis, serving diverse clients including high-net-worth households, and provides flexible fee structures such as flat fees and retainers, distinguishing him from other local advisors.
Experience: 1 year
Avg account: $204,390
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Taylor M
Series 66
De Ridder, LA
Edward Jones
Taylor Martin's background includes experience at Louisiana Farm Bureau Mutual Insurance Company, equipping him to address hurricane-related insurance and storm-risk planning in De Ridder, LA. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services with an annual program fee up to 1.35%, suitable for clients seeking integrated financial and risk mitigation strategies.
Experience: 2 years
Avg account: $246,728
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