LeadTaro
Navigation
PrivacyTerms

List Of All financial planner Leads in New Orleans

A current list of financial planner in New Orleans: 20 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Deliberate Finances, LLC), with an average of roughly 4.8★ across all listings. The list was last updated on 10/1/2026 - browse below for full contact details and a link to each business.

20 results · last updated 10/1/2026

Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new financial planner appear in New Orleans.
CompanyAddressRatingPhoneEmailWebsiteSocial
Deliberate Finances, LLCFinancial planner
318 Harrison Ave, New Orleans, LA 70124, United StatesView on Google Maps
5.0(23)
+*****6***85View in Leads Search-www.deliberatefinances.com/-
Dumaine Investments | Financial Planning & Wealth ManagementInvestment service
650 Poydras St Suite 1010, New Orleans, LA 70130, United StatesView on Google Maps
5.0(12)
+*******7*50View in Leads Searchin**@d*****************.comView in Leads Searchdumaineinvestments.com/
LinkedIn
Selina Harrell, MBAFinancial advisor
233 Carondelet St #200, New Orleans, LA 70130, United StatesView on Google Maps
5.0(11)
+*********56View in Leads Search-jecohenco.com/advisor/selina-harrell/
LinkedInInstagramFacebook
Prestenback Wealth ManagementFinancial planner
900 Camp St, New Orleans, LA 70130, United StatesView on Google Maps
5.0(8)
+*****7***80View in Leads Searchro****************@l**.comView in Leads Searchprestenbackwealth.com/
LinkedInInstagramFacebook
Bienvenue Wealth LLCFinancial planner
1100 Poydras St #1502, New Orleans, LA 70163, United StatesView on Google Maps
5.0(6)
+********890View in Leads Searchin**@b**************.comView in Leads Searchbienvenuewealth.com/
LinkedInFacebook
deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMSFinancial institution
401 St Joseph St #2A, New Orleans, LA 70130, United StatesView on Google Maps
5.0(6)
+******8**33View in Leads Searchsu*****@d********.comView in Leads Searchdemauriac.com/
LinkedInInstagramFacebook
UW
Upbeat Wealth
5.0(5)View on Google Maps
5.0(5)
----
TOUPS Wealth ManagementConsultant
639 Loyola Ave #2100, New Orleans, LA 70113, United StatesView on Google Maps
5.0(2)
+*98***7**69View in Leads Searchtr**@t******.comView in Leads Searchtoupswm.com/
LinkedInFacebook
FreeGulliver LLCFinancial Advisor
5500 Laurel St, New Orleans, LA 70115, United StatesView on Google Maps
5.0(2)
+****899**00View in Leads Searchin**@f***********.comView in Leads Searchwww.freegulliver.com/-
The Planning CenterFinancial Advisor
1521 Washington Ave Ste B, New Orleans, LA 70130, United StatesView on Google Maps
5.0(2)
+****7*7*862View in Leads Searchcl************@t****************.comView in Leads Searchwww.theplanningcenter.com/location/new-orleans-la-financial-planners/
LinkedInFacebookX (Twitter)
Gulf Point Advisors | Private Wealth Investment ManagementFinancial planner
639 Loyola Ave #2100, New Orleans, LA 70113, United StatesView on Google Maps
5.0(1)
+******8**98View in Leads Searchca***@g****************.comView in Leads Searchwww.gulfpointadvisors.com/
X (Twitter)
NewEdge AdvisorsFinancial institution
858 Camp St, New Orleans, LA 70130, United StatesView on Google Maps
5.0(1)
+******9**91View in Leads Search-www.newedgeadvisors.com/-
Generation WealthFinancial planner
858 Camp St, New Orleans, LA 70130, United StatesView on Google Maps
5.0(1)
+***76**6740View in Leads Searchh*@t******************.comView in Leads Searchthegenerationwealth.com/
LinkedInFacebook
Garcia Financial GroupFinancial planner
3815 MacArthur Blvd #201, New Orleans, LA 70114, United StatesView on Google Maps
5.0(1)
+******8**79View in Leads Searchin**@p**********.comView in Leads Searchwww.plan-wisely.com/-
Delta Financial Advisors LLCFinancial planner
701 Poydras St Ste 350, New Orleans, LA 70139, United StatesView on Google Maps
5.0(1)
+*******9*19View in Leads Searchin**@d*********.comView in Leads Searchwww.deltafinad.com/-
Bezou Financial | Osaic Wealth - Financial Advisor: Jason BezouFinancial planner
422 Harrison Ave, New Orleans, LA 70124, United StatesView on Google Maps
4.5(2)
+*****98**88View in Leads Searchbe***@o**********.comView in Leads Searchwww.bezoufinancial.com/-
Merrill Lynch Wealth ManagementInvestment service
601 Poydras St Suite 2500, New Orleans, LA 70130, United StatesView on Google Maps
4.2(5)
+*****867600View in Leads Search-advisor.ml.com/sites/la/new-orleansla-
Morgan Stanley Financial AdvisorsFinancial Advisor
1100 Poydras St Ste 1900, New Orleans, LA 70163, United StatesView on Google Maps
2.8(4)
+*****8**900View in Leads Search-advisor.morganstanley.com/new-orleans-branch?y_source=1_MjM2MTgwMy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
Deane Retirement Strategies, IncFinancial advisor
1100 Poydras St Suite 2065, New Orleans, LA 70163, United StatesView on Google Maps
-+*****8***45View in Leads Search-deaneretire.com/
FacebookYouTube
Waters Parkerson & CoFinancial planner
601 Poydras St Ste 2210, New Orleans, LA 70130, United StatesView on Google Maps
-+*****8***22View in Leads Searchin**@w**************.comView in Leads Searchwatersparkerson.com/
InstagramX (Twitter)

Keep reading

Guides and playbooks on lead generation, cold outreach and prospecting.

Join 600+ businesses finding leads daily

Start finding leads today.

Join businesses using LeadTaro to discover, save, and reach their ideal customers worldwide.

600+
Active users
50K+
Leads found
4.9★
User rating
Trusted by 600+ businesses worldwide