louisiana Date: 11-15-2025

Find the Best 18 Finance services in Lafayette, LA (Part 2)

Explore the most finance services in in Lafayette, LA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1CWM Planning325 Settlers Trace Blvd Suite 101, Lafayette, LA 70508
2Oupac Financial Services119 Arnould Blvd, Lafayette, LA 70506
3Deep South Financial Services901 E Willow St, Lafayette, LA 70501
4Patin Wealth Partners LLC2014 W Pinhook Rd Suite 502, Lafayette, LA 70508
5Apex Capital Management, LLC2901 Johnston St Suite 401, Lafayette, LA 70503
6Charles Schwab500 Settlers Trace Blvd #12, Lafayette, LA 70508
7OneMain Financial4400 Ambassador Caffery Pkwy G, Lafayette, LA 70508
8Stone Wealth Partners1200 Camellia Blvd # 101, Lafayette, LA 70508
9The ROCK Financial Group106 Sears Dr, Lafayette, LA 70503
10Peak Wealth Management140 Rue Beauregard suite a, Lafayette, LA 70508
11MATTHEW JAMES Tax & Wealth Management1011 Coolidge St, Lafayette, LA 70503
12Deep South Financial Services110 Production Dr, Lafayette, LA 70508
13Godley Wealth Management312 Doucet Rd, Lafayette, LA 70503
14Domes Financial Services4416 Johnston St Ste 5, Lafayette, LA 70503
15The Vermilion Group - Morgan Stanley400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508
16Wealth Advisors: Nolan Venable1525 Camellia Blvd, Lafayette, LA 70508
17Eleser Financial412 W University Ave ste 103, Lafayette, LA 70506
18Hux Capital Management, LLC4023 Ambassador Caffery Pkwy Suite 201, Lafayette, LA 70503

1.CWM Planning

Address: 325 Settlers Trace Blvd Suite 101, Lafayette, LA 70508

(4) user ratings total:

Eliza Aguayo Client focused wealth management!
5 /5

2.Oupac Financial Services

Address: 119 Arnould Blvd, Lafayette, LA 70506

(4) user ratings total:

Joseph Nero Sr. Mrs Amanda working at Oupac is very helpful to my family and I. Love yall having someone like her. I would recommend her office to family and friends.
5 /5

3.Deep South Financial Services

Address: 901 E Willow St, Lafayette, LA 70501

(4) user ratings total:

bee xxx Employees are extremely nice and welcoming.
5 /5

4.Patin Wealth Partners LLC

Address: 2014 W Pinhook Rd Suite 502, Lafayette, LA 70508

(4) user ratings total:

Scott Trahan Gerard has been a big asset in managing our family finances for several years and I cant say enough to describe how pleased we are to be in the financial position we have risen to today.
5 /5

5.Apex Capital Management, LLC

Address: 2901 Johnston St Suite 401, Lafayette, LA 70503

6.Charles Schwab

Address: 500 Settlers Trace Blvd #12, Lafayette, LA 70508

(4) user ratings total:

mark mobley Mr. Jeff was very nice and very helpful in the matter we needed help with
5 /5

7.OneMain Financial

Address: 4400 Ambassador Caffery Pkwy G, Lafayette, LA 70508

(33) user ratings total:

Jewel Chapple The loan process was easy! I felt like Naomi was a friend helping me out. They were very informative and gave me the best loan option. I cant wait to pay this off to get another one!
5 /5

8.Stone Wealth Partners

Address: 1200 Camellia Blvd # 101, Lafayette, LA 70508

(3) user ratings total:

Glen Schoot I recently retired from the military and worked with Josh Savoie to set up my investment accounts, and I couldn’t be happier with the experience! Josh took the time to understand my financial situation, including my current assets and future retirement income, and crafted a personalized investment plan that’s designed to grow steadily over time. His expertise in navigating investment strategies was invaluable, and he explained everything in a clear, straightforward way. I feel confident knowing my financial future is in good hands with a plan that’s tailored to my goals. Highly recommend Josh to anyone looking to secure their retirement!
5 /5

9.The ROCK Financial Group

Address: 106 Sears Dr, Lafayette, LA 70503

(3) user ratings total:

Brittany Hulin As a self-employed professional, finding someone I can truly trust with my investments has been crucial since they essentially serve as my retirement plan. Austin Mire at The ROCK Financial Group has exceeded all my expectations. What sets Austin apart is his genuine approach to relationship building. He took the time to understand my specific financial goals and consistently explains complex investment concepts in easy-to-understand terms. I never feel confused or intimidated when discussing my financial future with him. Austins professionalism and reliability are major advantages - hes responsive to my questions and thorough in his explanations during our scheduled appointments. This level of personalized service gives me complete confidence that my investments are in capable hands. If youre looking for a financial advisor who combines expertise with genuine care for your long-term success, I whole-heartedly recommend Austin Mire at The ROCK Financial Group. As someone who depends on my investments for future security, I couldnt ask for a better partner in managing my financial future.
5 /5

10.Peak Wealth Management

Address: 140 Rue Beauregard suite a, Lafayette, LA 70508

(3) user ratings total:

Emily Currier Down to earth people. Great for investment needs.
5 /5

11.MATTHEW JAMES Tax & Wealth Management

Address: 1011 Coolidge St, Lafayette, LA 70503

(3) user ratings total:

John Mouton Ive talked to a lot of advisors looking for the right one, and I finally found one who gets it. These people know more about how income and taxes will affect my retirement than anyone Ive talk to.
5 /5

12.Deep South Financial Services

Address: 110 Production Dr, Lafayette, LA 70508

(3) user ratings total:

Matthew Underwood great people with understanding
5 /5

13.Godley Wealth Management

Address: 312 Doucet Rd, Lafayette, LA 70503

(3) user ratings total:

Jebbye Lemons We have been extremely happy since switching over to Godly Wealth Management. Travis and his team are true professionals and take managing our finances effectively with a personal touch. Highly recommend Travis!
5 /5

14.Domes Financial Services

Address: 4416 Johnston St Ste 5, Lafayette, LA 70503

(3) user ratings total:

Vee “Vee” Mr. Pat is a no nonsense old-school lender. And his wife, Ms. Jeanette, adds to the wholesome feel of dealing with ma&pop shop.If you dont like them its more than likely a "you" problem. Be honest, be on time, and theyll be fair. Communication is key when dealing with any lenders. I have had multiple loans since 2015 with Domes and they are the only lender I respect and trust. While the overall apr leans to the highside, the culture is worth it. I lost my job and they helped explain options to take. Youre getting more than a loan when you visit Domes. And I would recommend them to anyone, even my own mother!
5 /5

15.The Vermilion Group - Morgan Stanley

Address: 400 E Kaliste Saloom Rd Ste 1200, Lafayette, LA 70508

(3) user ratings total:

Billie Hebert People with the highest integrity and desire for their customers’ success and well being.
5 /5

16.Wealth Advisors: Nolan Venable

Address: 1525 Camellia Blvd, Lafayette, LA 70508

(26) user ratings total:

Greg Pierrottie Ive been working with Nolan and his staff for many, many years and could not be more pleased with their professionalism, courtesy, friendliness and knowledge. Whether you need financial planning/advice, tax preparation services, or insurance, I highly encougage you to reach out to them. Todd, Mollie, Dennis, and Elise are fantastic to work with, youll be glad you did!
5 /5

17.Eleser Financial

Address: 412 W University Ave ste 103, Lafayette, LA 70506

images Eleser Financial

(24) user ratings total:

Heather Salsman Jonathan has been very helpful for answering all of my health insurance questions and handling inquiries for me. He’s made the process so easy and is always quick to respond. He communicates well and I’m never left confused. There was a time that I went through a very confusing and annoying situation with my insurance company and he was able to take over and get it all figured out. I highly recommend him to anyone!
5 /5

18.Hux Capital Management, LLC

Address: 4023 Ambassador Caffery Pkwy Suite 201, Lafayette, LA 70503

(23) user ratings total:

Khristie Frith From the first time, my husband and I met with Randy, we felt as if we had known him for years. He spends lots of time getting to know you and figuring the best financial plan for your future. He and his team are so knowledgeable, trustworthy, and truly care about each person they are working with. Randy hux and his team are a rare find and we are blessed to have found them.
5 /5