Top New Orleans, LA Financial Services Companies (15)

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite...

Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by...

For over 90 years, we've been a trusted consumer finance company with over 260 locations across eight states. We're committed to serving our communities and building strong customer relationships. We offer personalized support through various channels and take pride in helping our customers navigate their financial journeys.

FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in...

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate...

At Range Bank we have been committed to our community for over 130 years. We live here. We work here. We are dedicated to meeting all of your banking needs with the kind of attentive, personal service you would expect from a neighbor. We strive to be the bank you deserve and the bank you choose. We are proud to...

“At Gray Surety, we write contractors, not bonds.” For agents representing small-mid market contractors who are looking for a relationship with their bonding company, Gray Surety provides underwriting expertise and timely, consistent service. We are committed to partnering with professional bond agents, and adhering to underwriting techniques that protect their revenue streams as well as our own.

We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and...

Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global...

While we specialize in providing auto loans to consumers across 32 states, we also offer local personal and business banking services to the Greater New Orleans Area. Our 27 years of experience has made us one of the most trusted lenders and banking service providers, and we will be here when you need us. Crescent Bank was founded in 1991 when...

NewEdge Advisors, formerly Goss Advisors, is a registered investment advisor (RIA) supporting 240+ financial advisors across the country, who collectively service over $17 billion in combined brokerage and advisory assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could...

Anedot helps organizations save time and money with powerful online giving tools. With an easy-to-use platform, no monthly fees, and award-winning service, Anedot makes it easy for organizations of all sizes to receive donations online and grow their base. Anedot is trusted by more than 30,000 nonprofits, churches, ministries, campaigns, and universities.

Every year, the infrastructure that powers our homes, transports our products, heals our loved ones, and keeps our societies moving forward needs a trillion dollars more investment than it gets. GE Capital wants to change that. We believe industry and finance have to speak the same language if you’re going to drive the kind of progress the world needs now. We believe...

Headquartered in Metairie, LA, Compass Capital Management is a comprehensive financial services firm committed to helping clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of experienced financial professionals in the industry. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered...