Top 40 Financial Services Companies in Metairie

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Below is the list of Top 40 Financial Services Companies in Metairie ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Metairie

1. Magnolia Wealth Strategies

Industry: Financial Services

Location: Metairie, Louisiana

Website: magnoliawealthstrategies.com

Company Size: 51-200

Company Address: 3838 North Causeway Boulevard, Metairie, Louisiana, United States

Magnolia Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Semmes Hughs Brokerage Director
Jeff Bordelon Financial Services Representative
Michael Enos Managing Director And Registered Representative At Magnolia Wealth Strategies, A Massmutual Firm
Ricky Norris Financial Advisor
Matthew Armstrong Managing Associate And Registered Representative
John Dawes Financial Advisor
Cy Olivier Managing Director
Requires/Intent and 14 more Employees
Tax Planning & Strategy
Financial Planning & Retirement Solutions
Blockchain & Cryptocurrency Solutions
Debt Collection & Recovery
and more

2. Rauch-milliken International, Inc.

Industry: Financial Services

Location: Metairie, Louisiana

Website: rauchmilliken.com

Company Founded: 1989

Company Size: 51-200

Company Address: 4400 Trenton Street, Metairie, Louisiana, United States

Rauch-milliken International, Inc. Contact Details

Name Title LinkedIn Phone Email
Icce Patrick Spargur Director Of Client Development Western Region
Stacy Mace Legal Administrator
Byron Martin Vice President Marketing
Fran Jester Director Client Development
Rhonda Ernest Senior Sales Manager
Tara Hernandez Legal Department
Jean Marston Chief Investigator
Requires/Intent and 7 more Employees
Risk Assessment & Mitigation
Branding & Public Relations
Employee Training & Workforce Development
Cloud Computing Solutions
and more

3. Cbd Wealth Management

Industry: Financial Services

Location: Metairie, Louisiana

Website: cbdwealth.com

Company Founded: 2004

Company Size: 11-50

Company Address: 3000 21st Street, Metairie, Louisiana, United States

Cbd Wealth Management Contact Details

Name Title LinkedIn Phone Email
Ian Blanchard Financial Representative
Rocky Daigle Partner
Walter Bond Owner
Mollie Taylor Financial Representative
Requires/Intent
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
Securities Trading & Brokerage
and more

4. Gregory Ricks & Associates

Industry: Financial Services

Location: Metairie, Louisiana

Website: gregoryricks.com

Company Size: 11-50

Company Address: 2800 Veterans Memorial Boulevard, Metairie, Louisiana, United States

Gregory Ricks & Associates Contact Details

Name Title LinkedIn Phone Email
Gerrod Galliano Investment Advisor Representative
Gregory Ricks Radio Host Of Winning At Life With Gregory Ricks
Nicholas Rohde Associate Wealth Advisor
Devan Baham Wealth Advisor
Catherine Seeger Client Service Associate
Brandon Bergeron Associate Wealth Advisor
Requires/Intent
Customer Relationship Management (CRM)
Employee Training & Workforce Development
Credit Rating & Analysis
Technology Consulting
and more

5. Gray & Company, Inc.

Industry: Financial Services

Location: Metairie, Louisiana

Website: grayandcompanyinc.com

Company Founded: 1948

Company Size: 51-200

Company Address: 3601 North I 10 Service Road West, Metairie, Louisiana, United States

Gray & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Pamela Packard Independent Board Director
Deborah Hernandez Underwriter
Andy Condrey Claims Operations Manager
Bob Hughes Treasurer
Paul Cutrer Director Of Operations
Brenda Guillot Senior Commercial Casualty Adjuster
Hal Wilke Claims Representative
Requires/Intent and 13 more Employees
Sales & Lead Generation Strategy
Mergers & Acquisitions Advisory
Financial Forecasting & Modeling
and more

6. Americas Mortgage Resource

Industry: Financial Services

Location: Metairie, Louisiana

Website: amr-no.com

Company Size: 11-50

Company Address: 2713 Athania Parkway, Metairie, Louisiana, United States

Americas Mortgage Resource Contact Details

Name Title LinkedIn Phone Email
O Bruce Coffman Senior Loan Officer 47 Yrs, Experience Nmls 116409
Wendi Quick Production Assistant; Mortgage Consultant, Nmls 112331
Oliver Rosen Mortgage Banker
Requires/Intent
Online Advertising & SEO
Blockchain & Cryptocurrency Solutions
Risk Management & Compliance
Business Strategy & Growth Consulting
and more

7. Compass Capital Mgmt

Industry: Financial Services

Location: Metairie, Louisiana

Website: compasscapitalweb.com

Company Size: 11-50

Company Address: 3445 North Causeway Boulevard, Metairie, Louisiana, United States

Compass Capital Mgmt Contact Details

Name Title LinkedIn Phone Email
Joe Cantrell President
Ashley Rowell Chief Administrative Officer
Andrew Holdiness Financial Advisor
Shannon Palermo Financial Advisor
Lane Bates Financial Representative
Aaron Gummer Financial Advisor
Louis Munro Executive Financial Representative
Requires/Intent and 5 more Employees
Banking & Payment Processing
Portfolio Management
and more

8. Massmutual Louisiana

Industry: Financial Services

Location: Metairie, Louisiana

Company Size: 51-200

Company Address: 1 Galleria Boulevard, Metairie, Louisiana, United States

Massmutual Louisiana Contact Details

Name Title LinkedIn Phone Email
Cale Smith General Agent
Cale Smith General Agent
Marquita Brown Financial Services Representative
Dwayne Tauzin Financial Representative
Carter Chotin Financial Services Representative
John Jabbia Brokerage Direc
Brian Villemarette Financial Representative
Requires/Intent and 4 more Employees
Online Advertising & SEO
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
and more

9. The Gray Casualty & Surety Company

Industry: Financial Services

Location: Metairie, Louisiana

Website: graysurety.com

Company Founded: 2003

Company Size: 11-50

Company Address: P/o Box 6202, Metairie, Louisiana, United States

The Gray Casualty & Surety Company Contact Details

Name Title LinkedIn Phone Email
Leigh Henican Senior Vice President Of Claims
Parker Smith Contract Surety Underwriter
Tom Bole Regional Manager
Debra Hymel Senior Underwriter
Dave Paloma Regional Manager
Michael Pitre Chief Operating Officer
Danny Housey Assistant Underwriter
Requires/Intent and 1 more Employees
Banking & Payment Processing
Securities Trading & Brokerage
Compliance & Regulatory Advisory
and more

10. Truwealth Advisors, Llc

Industry: Financial Services

Location: Metairie, Louisiana

Website: twadvisor.com

Company Size: 11-50

Company Address: 2700 Lake Villa Drive, Metairie, Louisiana, United States

Truwealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Charles Simmons Founder And Senior Financial Advisor
Apma Cory Faucheux Senior Financial Advisor
Requires/Intent
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

11. Regatta Research & Money Management, Llc

Industry: Financial Services

Location: Metairie, Louisiana

Website: regattaresearch.com

Company Founded: 1998

Company Size: 11-50

Company Address: 6620 Riverside Drive, Metairie, Louisiana, United States

Regatta Research & Money Management, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Greschner Fee-only Financial Planner And Wealth Manager
Deanna Richmond Chief Compliance Officer And Administrator
Requires/Intent
Online Advertising & SEO
Asset Management
Financial Planning & Retirement Solutions
API Integration For FinTech
Compliance & Regulatory Advisory
and more

12. Faubourg Private Wealth

Industry: Financial Services

Location: Metairie, Louisiana

Website: fpwa.com

Company Founded: 2015

Company Size: 11-50

Company Address: 2800 Veterans Memorial Boulevard, Metairie, Louisiana, United States

Faubourg Private Wealth Contact Details

Name Title LinkedIn Phone Email
Paige Martin Director Of Financial Planning
Cfpâ Paige Martin Director Of Financial Planning
Kathy Dufrene Private Client Associate
Requires/Intent
Cloud Computing Solutions
Sales & Lead Generation Strategy
ERP For Financial Institutions
and more

13. Fpl Capital Management

Industry: Financial Services

Location: Metairie, Louisiana

Website: fplcapital.com

Company Founded: 1997

Company Size: 1-10

Company Address: 3525 North Causeway Boulevard, Metairie, Louisiana, United States

Fpl Capital Management Contact Details

Name Title LinkedIn Phone Email
Michael George Managing Director
Amanda Harrell Director Of Client Service And Development
Virajith Wijeweera Investment Consultant
Erin Ledet Marketing Communications Director
Amit Rai Web Deisgner
Requires/Intent
ERP For Financial Institutions
AI-powered Financial Insights
Portfolio Management
and more

14. Crescent Payroll Solutions

Industry: Financial Services

Location: Metairie, Louisiana

Website: crescent-payroll.com

Company Founded: 2011

Company Size: 11-50

Company Address: 2450 Severn Avenue, Metairie, Louisiana, United States

Crescent Payroll Solutions Contact Details

Name Title LinkedIn Phone Email
Philip Carrillo Human Resources Advisor
Jason Emrick Payroll Specialist
Christy Lama Production Specialist
Christopher Farnet Sales Associate
Richelle Kay Sales Representative
Rema Gray Operations Manager
Rema Gray Operations Manager
Requires/Intent
Marketing Services
Corporate Finance Strategy
Cybersecurity & Data Protection
and more

15. Precision Payment Systems

Industry: Financial Services

Location: Metairie, Louisiana

Website: precisionpaymentsystems.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1912 Clearview Parkway, Metairie, Louisiana, United States

Precision Payment Systems Contact Details

Name Title LinkedIn Phone Email
Jennifer Adam Client Experience
Summer Bridges Sales Executive
Christian Shack Junior Sales Representative
Requires/Intent
Financial Auditing & Reporting
Credit Rating & Analysis
Corporate Finance Strategy
and more

16. Money Education

Industry: Financial Services

Location: Metairie, Louisiana

Website: money-education.com

Company Size: 1-10

Company Address: 3116 5th Street, Metairie, Louisiana, United States

Money Education Contact Details

Name Title LinkedIn Phone Email
James Dalton Chief Executive Officer
Ann Laurent Bookkeeper
Lori Elliott Director Customer Service
Kattie Jones Money Manager
Requires/Intent
ERP For Financial Institutions
HR & Talent Acquisition
Fraud Detection & Prevention
Branding & Public Relations
and more

17. Crescent Sterling Ltd. Private Wealth Management

Industry: Financial Services

Location: Metairie, Louisiana

Website: crescentsterling.com

Company Founded: 1992

Company Size: 1-10

Company Address: 4415 Shores Drive, Metairie, Louisiana, United States

Crescent Sterling Ltd. Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Mitchell Bordelon Investment Advisor
Requires/Intent
Financial Planning & Retirement Solutions
AI-powered Financial Insights
Mobile App Development For Financial Services
Technology Consulting
and more

18. Xplore Federal Credit Union

Industry: Financial Services

Location: Metairie, Louisiana

Website: xplorefcu.com

Company Founded: 1947

Company Size: 51-200

Company Address: 5500 Veterans Memorial Boulevard, Metairie, Louisiana, United States

Xplore Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Jennifer Herkes Mortgage And Consumer Loan Underwriter
Gaynell Harrison Vice President Of Information Technology
Weixuan Sun Staff Accountant
Keith Fontcuberta Assistant Call Center Manager
Candias Smith Certified Financial Planner
Xplore Fcu Marketing Department
Bobbi Bush Vice President Of Operations
Requires/Intent and 1 more Employees
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
AI-powered Financial Insights
Cloud Computing Solutions
and more

19. Walker Volkswagen

Industry: Financial Services

Location: Metairie, Louisiana

Company Size: 11-50

Company Address: 8933 Veterans Boulevard, Metairie, Louisiana, United States

Walker Volkswagen Contact Details

Name Title LinkedIn Phone Email
Trevor Walker Executive Director
Jordan Mendez Internet Sales Manager
Requires/Intent
Credit Rating & Analysis
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
Banking & Payment Processing
Debt Collection & Recovery
and more

20. Besselman Wealth Planners

Industry: Financial Services

Location: Metairie, Louisiana

Website: besselmanwp.com

Company Size: 1-10

Company Address: 111 Veterans Boulevard, Metairie, Louisiana, United States

Besselman Wealth Planners Contact Details

Name Title LinkedIn Phone Email
Vicky Laborde Certified Financial Plannerâ
Requires/Intent
ESG & Sustainable Finance Consulting
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
Corporate Finance Strategy
Financial Planning & Retirement Solutions
and more

21. Rabalais Excavating Inc

Industry: Financial Services

Location: Metairie, Louisiana

Company Size: 1-10

Company Address: 220 Phlox Avenue, Metairie, Louisiana, United States

Rabalais Excavating Inc Contact Details

Name Title LinkedIn Phone Email
Kevin Rabalais Project Manager
Requires/Intent
Securities Trading & Brokerage
Quality Control & Assurance
Wealth Management
Investment Advisory
Omnichannel Customer Support
and more

22. Doubleday Financial Group

Industry: Financial Services

Location: Metairie, Louisiana

Website: doubledayfinancial.com

Company Size: 1-10

Doubleday Financial Group Contact Details

Name Title LinkedIn Phone Email
Catherine Caldas Financial Advisor
Requires/Intent
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
Risk Assessment & Mitigation
Credit Rating & Analysis
Branding & Public Relations
and more

23. Receivable Recovery Service Llc

Industry: Financial Services

Location: Metairie, Louisiana

Website: receivablerecovery.com

Company Founded: 1988

Company Size: 1-10

Company Address: 110 Veterans Memorial Boulevard, Metairie, Louisiana, United States

Receivable Recovery Service Llc Contact Details

Name Title LinkedIn Phone Email
Kenneth Naquin Director Of Collections
Monica Maker Account Manager
Kenneth Naquin Director Of Collections
Melina Castillo Collector
Monique Encalade Cash Poster
Requires/Intent
ERP For Financial Institutions
Legal Compliance & Advisory
Sales & Lead Generation Strategy
and more

24. Audubon Mortgage

Industry: Financial Services

Location: Metairie, Louisiana

Website: audubon-mortgage.com

Company Founded: 2000

Company Size: 1-10

Audubon Mortgage Contact Details

Name Title LinkedIn Phone Email
Camie Kelly President
Requires/Intent
Credit Rating & Analysis
Technology Consulting
Corporate Finance Strategy
Customer Relationship Management (CRM)
and more

25. Terrell Financial Group

Industry: Financial Services

Location: Metairie, Louisiana

Website: terrellfinancial.com

Company Founded: 2008

Company Size: 1-10

Company Address: 3621 Ridgelake Drive, Metairie, Louisiana, United States

Terrell Financial Group Contact Details

Name Title LinkedIn Phone Email
Brett Terrell Investment Advisor
Jaime Hughes Assistant
Requires/Intent
ESG & Sustainable Finance Consulting
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
and more

26. Hirling Financial Group

Industry: Financial Services

Location: Metairie, Louisiana

Website: hirlingfinancialgroup.com

Company Size: 1-10

Company Address: 6660 Riverside Drive, Metairie, Louisiana, United States

Hirling Financial Group Contact Details

Name Title LinkedIn Phone Email
Stephanie Ruello Client Relations Manager
Requires/Intent
Financial Forecasting & Modeling
Asset Management
Automation & Workflow Optimization
and more

27. Lions And Associates, Llc

Industry: Financial Services

Location: Metairie, Louisiana

Website: lions-associates.com

Company Founded: 2010

Company Size: 11-50

Company Address: P/o Box 6144, Metairie, Louisiana, United States

Lions And Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Nichols Commercial Collector
Charlotte Sneddon Account Executive
Requires/Intent
Banking & Payment Processing
AI-powered Financial Insights
Customer Relationship Management (CRM)
Asset Management
Digital Payment & Subscription Solutions
and more

28. Nco Financial Investigative Services

Industry: Financial Services

Location: Metairie, Louisiana

Website: ncofis.com

Company Founded: 1987

Company Size: 11-50

Company Address: 3850 North Causeway Boulevard, Metairie, Louisiana, United States

Nco Financial Investigative Services Contact Details

Name Title LinkedIn Phone Email
David Leslie Senior Analyst
Lukie Overman Customer Care Agent
Requires/Intent
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
Branding & Public Relations
Financial Forecasting & Modeling
and more

29. Healthcare Financial Assistance, Inc.

Industry: Financial Services

Location: Metairie, Louisiana

Website: 4hfa.com

Company Size: 11-50

Company Address: 110 Veterans Boulevard, Metairie, Louisiana, United States

Healthcare Financial Assistance, Inc. Contact Details

Name Title LinkedIn Phone Email
Rachelle Young Medical Account Specialist
Requires/Intent
ERP For Financial Institutions
Fraud Detection & Prevention
Wealth Management
Securities Trading & Brokerage
Branding & Public Relations
and more

30. Poecu

Industry: Financial Services

Location: Metairie, Louisiana

Website: poecu.org

Company Founded: 1924

Company Size: 11-50

Company Address: 4624 West Napoleon Avenue, Metairie, Louisiana, United States

Poecu Contact Details

Name Title LinkedIn Phone Email
Rachel Morris Marketing Manager
Requires/Intent
Sales & Lead Generation Strategy
Compliance & Regulatory Advisory
and more

31. Sun Mortgage Funding

Industry: Financial Services

Location: Metairie, Louisiana

Website: sunmortgagefunding.com

Company Size: 1-10

Company Address: 3525 North Causeway Boulevard, Metairie, Louisiana, United States

Sun Mortgage Funding Contact Details

Name Title LinkedIn Phone Email
Ashley Pabst Mortgage Consultant
Ashley Pabst Mortgage Specialist
Requires/Intent
Hedge Fund & Private Equity Consulting
Accounting Services
Insurance & Underwriting Services
Cybersecurity & Data Protection
Legal Compliance & Advisory
and more

32. Nco Credit Services

Industry: Financial Services

Location: Metairie, Louisiana

Website: ncocreditservices.com

Company Founded: 1985

Company Size: 11-50

Company Address: 3850 North Causeway Boulevard, Metairie, Louisiana, United States

Nco Credit Services Contact Details

Name Title LinkedIn Phone Email
Crystal Watson Customer Service Representative
Monica Sumpter Finanacial Representative
Mary Aldinger Collector
Requires/Intent
Credit Rating & Analysis
Tax Planning & Strategy
and more

33. Resource Management, Inc.

Industry: Financial Services

Location: Metairie, Louisiana

Website: rmiadvisors.com

Company Size: 1-10

Company Address: 3330 West Esplanade Avenue, Metairie, Louisiana, United States

Resource Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Sue Halsrud Office Manager
Requires/Intent
Tax Planning & Strategy
Automation & Workflow Optimization
and more
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Metairie Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Semmes Hughs Magnolia Wealth Strategies Brokerage Director
2 Jeff Bordelon Magnolia Wealth Strategies Financial Services Representative
3 Michael Enos Magnolia Wealth Strategies Managing Director And Registered Representative At Magnolia Wealth Strategies, A Massmutual Firm
4 Ricky Norris Magnolia Wealth Strategies Financial Advisor
5 Matthew Armstrong Magnolia Wealth Strategies Managing Associate And Registered Representative
6 John Dawes Magnolia Wealth Strategies Financial Advisor
7 Cy Olivier Magnolia Wealth Strategies Managing Director
8 Icce Patrick Spargur Rauch-milliken International, Inc. Director Of Client Development Western Region
9 Stacy Mace Rauch-milliken International, Inc. Legal Administrator
10 Byron Martin Rauch-milliken International, Inc. Vice President Marketing
11 Fran Jester Rauch-milliken International, Inc. Director Client Development
12 Rhonda Ernest Rauch-milliken International, Inc. Senior Sales Manager
13 Tara Hernandez Rauch-milliken International, Inc. Legal Department
14 Jean Marston Rauch-milliken International, Inc. Chief Investigator
15 Ian Blanchard Cbd Wealth Management Financial Representative
16 Rocky Daigle Cbd Wealth Management Partner
17 Walter Bond Cbd Wealth Management Owner
18 Mollie Taylor Cbd Wealth Management Financial Representative
19 Gerrod Galliano Gregory Ricks & Associates Investment Advisor Representative
20 Gregory Ricks Gregory Ricks & Associates Radio Host Of Winning At Life With Gregory Ricks
21 Nicholas Rohde Gregory Ricks & Associates Associate Wealth Advisor
22 Devan Baham Gregory Ricks & Associates Wealth Advisor
23 Catherine Seeger Gregory Ricks & Associates Client Service Associate
24 Brandon Bergeron Gregory Ricks & Associates Associate Wealth Advisor
25 Pamela Packard Gray & Company, Inc. Independent Board Director
26 Deborah Hernandez Gray & Company, Inc. Underwriter
27 Andy Condrey Gray & Company, Inc. Claims Operations Manager
28 Bob Hughes Gray & Company, Inc. Treasurer
29 Paul Cutrer Gray & Company, Inc. Director Of Operations
30 Brenda Guillot Gray & Company, Inc. Senior Commercial Casualty Adjuster
31 Hal Wilke Gray & Company, Inc. Claims Representative
32 O Bruce Coffman Americas Mortgage Resource Senior Loan Officer 47 Yrs, Experience Nmls 116409
33 Wendi Quick Americas Mortgage Resource Production Assistant; Mortgage Consultant, Nmls 112331
34 Oliver Rosen Americas Mortgage Resource Mortgage Banker
35 Joe Cantrell Compass Capital Mgmt President
36 Ashley Rowell Compass Capital Mgmt Chief Administrative Officer
37 Andrew Holdiness Compass Capital Mgmt Financial Advisor
38 Shannon Palermo Compass Capital Mgmt Financial Advisor
39 Lane Bates Compass Capital Mgmt Financial Representative
40 Aaron Gummer Compass Capital Mgmt Financial Advisor

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