Top 30 Financial Services Companies in Lafayette

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Below is the list of Top 30 Financial Services Companies in Lafayette ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lafayette

1. Parish Investment Advisors

Industry: Financial Services

Location: Lafayette, Louisiana

Website: parishinvestmentadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2701 Johnston Street, Lafayette, Louisiana, United States

Parish Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Collin Dauterive Owner - Registered Investment Advisor
Alex Hebert Owner - Registered Investment Advisor
Requires/Intent
Online Advertising & SEO
API Integration For FinTech
Financial Planning & Retirement Solutions
Portfolio Management
and more

2. Aim Business Capital

Industry: Financial Services

Location: Lafayette, Louisiana

Website: aimbusinesscap.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1308 Camellia Boulevard, Lafayette, Louisiana, United States

Aim Business Capital Contact Details

Name Title LinkedIn Phone Email
Tanya Fontenot Senior Vice President, Business Development
Alec Stolzenthaler Business Development
Toni Glines Vice President Of Operations
Megan Baker Controller
Kenya Belvin Account Specialist At Aim Business Capital
Requires/Intent
API Integration For FinTech
Portfolio Management
and more

3. Summit Financial Wealth Advisors

Industry: Financial Services

Location: Lafayette, Louisiana

Website: summit-financial.com

Company Size: 11-50

Company Address: 326 Heymann Boulevard, Lafayette, Louisiana, United States

Summit Financial Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Toni Crawford Wealth Advisor And Client Services Manager
Matt Massingale Investment Advisor Representative
Louis Ray Partner
Heather Walker Client Services
Doug Daniel Controller
Requires/Intent
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Branding & Public Relations
Wealth Management
and more

4. Priority Mortgage Lending Inc

Industry: Financial Services

Location: Lafayette, Louisiana

Website: pmlending.com

Company Size: 1-10

Company Address: 101 Energy Parkway, Lafayette, Louisiana, United States

Priority Mortgage Lending Inc Contact Details

Name Title LinkedIn Phone Email
Terri Gondron Mortgage Loan Originator
Requires/Intent
Marketing Services
Credit Rating & Analysis
and more

5. Darnall Sikes Wealth Partners Llc

Industry: Financial Services

Location: Lafayette, Louisiana

Website: darnallsikeswealth.com

Company Size: 11-50

Company Address: 2000 Kaliste Saloom Road, Lafayette, Louisiana, United States

Darnall Sikes Wealth Partners Llc Contact Details

Name Title LinkedIn Phone Email
Aifa David Strother Financial Advisor
Requires/Intent
HR & Talent Acquisition
Treasury & Cash Flow Management
Employee Training & Workforce Development
Cloud Computing Solutions
Portfolio Management
and more

6. Section 705 Federal Credit Union

Industry: Financial Services

Location: Lafayette, Louisiana

Website: section705fcu.org

Company Size: 11-50

Company Address: 1455 West Willow Street, Lafayette, Louisiana, United States

Section 705 Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Emily Beatmann Marketing And Business Development Coordinator
Jason Thornton Loan Officer
Angelica Landor Msr
Requires/Intent
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
and more

7. Biz Financial Services

Industry: Financial Services

Location: Lafayette, Louisiana

Company Founded: 2018

Company Size: 1-10

Biz Financial Services Contact Details

Name Title LinkedIn Phone Email
Troy Cloutier President Chief Executive Officer
Requires/Intent
Mobile App Development For Financial Services
Sales & Lead Generation Strategy
Treasury & Cash Flow Management
Branding & Public Relations
Compliance & Regulatory Advisory
and more

8. Ahrens Investment Partners

Industry: Financial Services

Location: Lafayette, Louisiana

Website: ahrensinvptr.com

Company Founded: 1998

Company Size: 11-50

Company Address: 412 Settlers Trace Boulevard, Lafayette, Louisiana, United States

Ahrens Investment Partners Contact Details

Name Title LinkedIn Phone Email
Justin Montreuil Investment Advisor Representative
Dee Becquet Dbecquet@ahrensinvptr.com
Elizabeth Gossen Investment Advisor Representative
Requires/Intent
Investment Advisory
ERP For Financial Institutions
and more

9. Heggie Investment Partners

Industry: Financial Services

Location: Lafayette, Louisiana

Website: heggieinvestmentpartners.com

Company Founded: 2015

Company Size: 1-10

Heggie Investment Partners Contact Details

Name Title LinkedIn Phone Email
Courtney Ardoin Client Service Manager
Requires/Intent
Investment Advisory
Fraud Detection & Prevention
and more

10. Turnkey Title

Industry: Financial Services

Location: Lafayette, Louisiana

Website: turnkeytitleandescrow.com

Company Founded: 2013

Company Size: 1-10

Turnkey Title Contact Details

Name Title LinkedIn Phone Email
Monica Canova Marketing Representative
Joan Wallace Attorney
Requires/Intent
Mortgage & Loan Processing
Asset Management
Cloud Computing Solutions
and more

11. Family First Mortgage

Industry: Financial Services

Location: Lafayette, Louisiana

Website: ffmloanapp.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3909 Ambassador Caffery Parkway, Lafayette, Louisiana, United States

Family First Mortgage Contact Details

Name Title LinkedIn Phone Email
Keely Oleske Marketing Coordinator
Kendra Matthews Mortgage Loan Originator
Dusty Brouillette Mortage Loan Originator
Jeremy Richard Mortgage Planner
Amanda Landry Mortgage Consultant At Family First Mortgage
Jill Smith Loan Officer
Requires/Intent
Technology Consulting
Accounting Services
and more

12. Meritus Credit Union

Industry: Financial Services

Location: Lafayette, Louisiana

Website: merituscu.net

Company Founded: 1954

Company Size: 51-200

Company Address: 515 Guilbeau Road, Lafayette, Louisiana, United States

Meritus Credit Union Contact Details

Name Title LinkedIn Phone Email
Katie Templet Member Relations Officer
Requires/Intent
Investment Advisory
Loan Origination & Servicing Platforms
Credit Rating & Analysis
Customer Relationship Management (CRM)
and more

13. Louisiana Capital Certified Development Company, Inc.

Industry: Financial Services

Location: Lafayette, Louisiana

Website: louisianacapital.com

Company Founded: 1983

Company Size: 1-10

Company Address: 307 La Rue, Lafayette, Louisiana, United States

Louisiana Capital Certified Development Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Karen Angelle Executive Vice President And Chief Operations Officer At Louisiana Capital Cdc, Inc
Brennan Landry Loan Officer
Requires/Intent
Digital Payment & Subscription Solutions
Sales & Lead Generation Strategy
Automation & Workflow Optimization
and more

14. Ars Retirement Corporation

Industry: Financial Services

Location: Lafayette, Louisiana

Website: arsretire.com

Company Size: 1-10

Company Address: 113 Oil Center Drive, Lafayette, Louisiana, United States

Ars Retirement Corporation Contact Details

Name Title LinkedIn Phone Email
Lori Roszczynialski President
Mary Breaux Senior Pension Administrator
Mary Breaux Pension Administrator
Mary Breaux Pension Administrator
Requires/Intent
Corporate Finance Strategy
Financial Auditing & Reporting
Financial Forecasting & Modeling
Legal Compliance & Advisory
and more

15. Hb Financial

Industry: Financial Services

Location: Lafayette, Louisiana

Website: hbfinancialadvisor.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2810 Johnston Street, Lafayette, Louisiana, United States

Hb Financial Contact Details

Name Title LinkedIn Phone Email
Alyssa Thibodeaux Operations Manager
Marilyn Watkins Vice President - Lpl Financial Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Data Analytics & Business Intelligence
and more

16. Als Dealer Funding

Industry: Financial Services

Location: Lafayette, Louisiana

Website: alsdealerfunding.com

Company Founded: 1999

Company Size: 1-10

Company Address: 6902 Johnston Street, Lafayette, Louisiana, United States

Als Dealer Funding Contact Details

Name Title LinkedIn Phone Email
Dasey Jones Document Specialist
John Hebert Vice President
Requires/Intent
Fraud Detection & Prevention
Sales & Lead Generation Strategy
and more

17. Intertrust Mortgage, Llc

Industry: Financial Services

Location: Lafayette, Louisiana

Website: intertrustmortgage.com

Company Founded: 2000

Company Size: 1-10

Company Address: 1027 Harding Street, Lafayette, Louisiana, United States

Intertrust Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Keith Delatte President At Intertrust Mortgage
Requires/Intent
Document Management & E-signature Solutions
Cybersecurity & Data Protection
Investment Advisory
Financial Forecasting & Modeling
ERP For Financial Institutions
and more

18. Business Express

Industry: Financial Services

Location: Lafayette, Louisiana

Website: businessexpress.com

Company Founded: 1985

Company Size: 1-10

Company Address: 101 Southfield Parkway, Lafayette, Louisiana, United States

Business Express Contact Details

Name Title LinkedIn Phone Email
Art Milbrandt President
Taci Trujillo Owner
Elizabeth Schoonenberg Manager
Preggasen Maurimootoo Owner
Requires/Intent
Omnichannel Customer Support
Banking & Payment Processing
Business Strategy & Growth Consulting
and more

19. Toce Financial Group

Industry: Financial Services

Location: Lafayette, Louisiana

Website: tocefinancial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 969 Coolidge Street, Lafayette, Louisiana, United States

Toce Financial Group Contact Details

Name Title LinkedIn Phone Email
Justin Marcantel Co-founder
Requires/Intent
Employee Training & Workforce Development
Securities Trading & Brokerage
Business Strategy & Growth Consulting
Financial Forecasting & Modeling
ERP For Financial Institutions
and more

20. Southside Honda

Industry: Financial Services

Location: Lafayette, Louisiana

Website: southsidehonda.net

Company Size: 11-50

Company Address: 6914 Johnston Street, Lafayette, Louisiana, United States

Southside Honda Contact Details

Name Title LinkedIn Phone Email
Kimberly Simon Title Clerk
Bryan Bell Sales Manager
Requires/Intent
Sales & Lead Generation Strategy
Credit Rating & Analysis
and more

21. Financial Concepts Of Louisiana

Industry: Financial Services

Location: Lafayette, Louisiana

Website: financialconceptsoflouisiana.com

Company Founded: 2006

Company Size: 1-10

Financial Concepts Of Louisiana Contact Details

Name Title LinkedIn Phone Email
Chad John Business Owner
Requires/Intent
Document Management & E-signature Solutions
Cybersecurity & Data Protection
and more

22. Physician Services

Industry: Financial Services

Location: Lafayette, Louisiana

Website: physicianservicesbilling.com

Company Founded: 2006

Company Size: 1-10

Physician Services Contact Details

Name Title LinkedIn Phone Email
Keesha Gallman Certified Medical Claims Specialist
Anita Click Billing Manager
Requires/Intent
Financial Forecasting & Modeling
Risk Assessment & Mitigation
and more

23. Avant Capital, Llc

Industry: Financial Services

Location: Lafayette, Louisiana

Website: avantcapitalllc.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1602 West Pinhook Road, Lafayette, Louisiana, United States

Avant Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Lisa Avant Director Of Operations
Requires/Intent
Credit Rating & Analysis
Portfolio Management
Cybersecurity & Data Protection
Cloud Computing Solutions
and more

24. Biz Financial Services

Industry: Financial Services

Location: Lafayette, Louisiana

Website: bizfinancialservices.com

Company Founded: 2018

Company Size: 1-10

Company Address: 105 English Gardens Parkway, Lafayette, Louisiana, United States

Biz Financial Services Contact Details

Name Title LinkedIn Phone Email
Jeanne Cloutier Co-owner
Requires/Intent
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
IoT-enabled Smart Banking Solutions
and more
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Lafayette Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Collin Dauterive Parish Investment Advisors Owner - Registered Investment Advisor
2 Alex Hebert Parish Investment Advisors Owner - Registered Investment Advisor
3 Tanya Fontenot Aim Business Capital Senior Vice President, Business Development
4 Alec Stolzenthaler Aim Business Capital Business Development
5 Toni Glines Aim Business Capital Vice President Of Operations
6 Megan Baker Aim Business Capital Controller
7 Kenya Belvin Aim Business Capital Account Specialist At Aim Business Capital
8 Toni Crawford Summit Financial Wealth Advisors Wealth Advisor And Client Services Manager
9 Matt Massingale Summit Financial Wealth Advisors Investment Advisor Representative
10 Louis Ray Summit Financial Wealth Advisors Partner
11 Heather Walker Summit Financial Wealth Advisors Client Services
12 Doug Daniel Summit Financial Wealth Advisors Controller
13 Terri Gondron Priority Mortgage Lending Inc Mortgage Loan Originator
14 Aifa David Strother Darnall Sikes Wealth Partners Llc Financial Advisor
15 Emily Beatmann Section 705 Federal Credit Union Marketing And Business Development Coordinator
16 Jason Thornton Section 705 Federal Credit Union Loan Officer
17 Angelica Landor Section 705 Federal Credit Union Msr
18 Troy Cloutier Biz Financial Services President Chief Executive Officer
19 Justin Montreuil Ahrens Investment Partners Investment Advisor Representative
20 Dee Becquet Ahrens Investment Partners Dbecquet@ahrensinvptr.com
21 Elizabeth Gossen Ahrens Investment Partners Investment Advisor Representative
22 Courtney Ardoin Heggie Investment Partners Client Service Manager
23 Monica Canova Turnkey Title Marketing Representative
24 Joan Wallace Turnkey Title Attorney
25 Keely Oleske Family First Mortgage Marketing Coordinator
26 Kendra Matthews Family First Mortgage Mortgage Loan Originator
27 Dusty Brouillette Family First Mortgage Mortage Loan Originator
28 Jeremy Richard Family First Mortgage Mortgage Planner
29 Amanda Landry Family First Mortgage Mortgage Consultant At Family First Mortgage
30 Jill Smith Family First Mortgage Loan Officer
31 Katie Templet Meritus Credit Union Member Relations Officer
32 Karen Angelle Louisiana Capital Certified Development Company, Inc. Executive Vice President And Chief Operations Officer At Louisiana Capital Cdc, Inc
33 Brennan Landry Louisiana Capital Certified Development Company, Inc. Loan Officer
34 Lori Roszczynialski Ars Retirement Corporation President
35 Mary Breaux Ars Retirement Corporation Senior Pension Administrator
36 Mary Breaux Ars Retirement Corporation Pension Administrator
37 Mary Breaux Ars Retirement Corporation Pension Administrator
38 Alyssa Thibodeaux Hb Financial Operations Manager
39 Marilyn Watkins Hb Financial Vice President - Lpl Financial Advisor
40 Dasey Jones Als Dealer Funding Document Specialist

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