Top 20 Financial Services Companies in Shreveport

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Below is the list of Top 20 Financial Services Companies in Shreveport ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Shreveport

1. Hair Salons

Industry: Financial Services

Location: Shreveport, Louisiana

Company Size: 11-50

Company Address: 2529 Southside Drive, Shreveport, Louisiana, United States

Hair Salons Contact Details

Name Title LinkedIn Phone Email
Sarah Mcclary Salon Coordinator
Amber Beam Cosmetology
Josephine Usiak Cashier
Stephanie Hueston Stylist
Lynette Hofmann Hairstylist
Monica Levy Owner
Krisanne Driscoll Stylist
Requires/Intent and 71 more Employees
Marketing Services
Financial Auditing & Reporting
and more

2. Prime Unicorn Index

Industry: Financial Services

Location: Shreveport, Louisiana

Website: primeunicornindex.com

Company Founded: 2015

Company Size: 11-50

Company Address: 2031 Kings Highway, Shreveport, Louisiana, United States

Prime Unicorn Index Contact Details

Name Title LinkedIn Phone Email
Justin Byers Co-creator, Chief Data Officer, Integration, Product Dev, Project Manager
Amanda Gray Senior Manager
Requires/Intent
HR & Talent Acquisition
Financial Forecasting & Modeling
Branding & Public Relations
Asset Management
Document Management & E-signature Solutions
and more

3. Hometown Lenders Llc

Industry: Financial Services

Location: Shreveport, Louisiana

Website: directratemortgage.com

Company Founded: 2001

Company Size: 11-50

Company Address: 920 Pierremont Road, Shreveport, Louisiana, United States

Hometown Lenders Llc Contact Details

Name Title LinkedIn Phone Email
Jeff Morelock Mortgage Loan Originator
Kayley Martin Processor
Requires/Intent
Employee Training & Workforce Development
Omnichannel Customer Support
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
and more

4. Williams Financial Advisors, Llc

Industry: Financial Services

Location: Shreveport, Louisiana

Website: williamsfa.com

Company Founded: 1997

Company Size: 1-10

Company Address: 6425 Youree Drive, Shreveport, Louisiana, United States

Williams Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Tommy Williams President And Founder Of Williams Financial Advisors, Llc
Stephen Carney Wealth Advisor
Sharon Harmon Operations Manager
Requires/Intent
Online Advertising & SEO
Portfolio Management
Document Management & E-signature Solutions
and more

5. Nida & Montgomery Wealth Advisors

Industry: Financial Services

Location: Shreveport, Louisiana

Website: nmwealthadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 333 Texas Street, Shreveport, Louisiana, United States

Nida & Montgomery Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
John Montgomery Founder And Principal
Requires/Intent
Employee Training & Workforce Development
Investment Advisory
and more

6. Evans Financial Group

Industry: Financial Services

Location: Shreveport, Louisiana

Website: evansfinancial.com

Company Size: 1-10

Company Address: 7600 Fern Avenue, Shreveport, Louisiana, United States

Evans Financial Group Contact Details

Name Title LinkedIn Phone Email
Colin Evans Financial Coach And Mentor | 401k Market Manager, Educational Retirement Professional And Money Expert
Katie Lavallee Marketing Coordinator
Vicky Zimmerman Vice President Of Administration
Jennifer Delcomyn Financial Planner
Dale Evans Owner
Requires/Intent
ERP For Financial Institutions
Banking & Payment Processing
Omnichannel Customer Support
and more

7. Cost Segregation Consultants, Llc

Industry: Financial Services

Location: Shreveport, Louisiana

Website: costsegconsultants.com

Company Size: 11-50

Cost Segregation Consultants, Llc Contact Details

Name Title LinkedIn Phone Email
Robby Romero National Account Manager
Requires/Intent
Online Advertising & SEO
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
Credit Rating & Analysis
and more

8. Team Spirit Petroleum

Industry: Financial Services

Location: Shreveport, Louisiana

Company Founded: 1987

Company Size: 1-10

Company Address: 1121 Louisiana Avenue, Shreveport, Louisiana, United States

Team Spirit Petroleum Contact Details

Name Title LinkedIn Phone Email
Holly Hollenshead President
Don Usry Chief Financial Officer And Business Manager
Requires/Intent
AI-powered Financial Insights
Credit Rating & Analysis
Investment Advisory
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
and more

9. Advance Tax, Llc

Industry: Financial Services

Location: Shreveport, Louisiana

Website: advancetax1040.com

Company Size: 11-50

Company Address: 2916 West 70th Street, Shreveport, Louisiana, United States

Advance Tax, Llc Contact Details

Name Title LinkedIn Phone Email
Sara Puchinsky Accounting Assistant
Justin Harris Opperations And Training Manager
Lakesha Arkansas Lead Tax Preparer
Requires/Intent
Mobile App Development For Financial Services
Legal Compliance & Advisory
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
and more

10. The Lewis Financial Group

Industry: Financial Services

Location: Shreveport, Louisiana

Website: lewisfinancial.org

Company Size: 11-50

Company Address: 910 Pierremont Road, Shreveport, Louisiana, United States

The Lewis Financial Group Contact Details

Name Title LinkedIn Phone Email
Lauren Greene Branch Administrator
Requires/Intent
Securities Trading & Brokerage
IoT-enabled Smart Banking Solutions
Technology Consulting
and more

11. Lenders Option Corporation - Loc

Industry: Financial Services

Location: Shreveport, Louisiana

Website: loc.net

Company Founded: 1991

Company Size: 1-10

Company Address: 1943 East 70th Street, Shreveport, Louisiana, United States

Lenders Option Corporation - Loc Contact Details

Name Title LinkedIn Phone Email
Greg Folsom Project Specialist
Requires/Intent
Securities Trading & Brokerage
Employee Training & Workforce Development
Accounting Services
and more

12. Deupree James Wealth Management

Industry: Financial Services

Location: Shreveport, Louisiana

Website: deupreejames.com

Company Founded: 2018

Company Size: 1-10

Company Address: 5925 Line Avenue, Shreveport, Louisiana, United States

Deupree James Wealth Management Contact Details

Name Title LinkedIn Phone Email
Susan Fontaine Operations Coordinator
Requires/Intent
Cloud Computing Solutions
Asset Management
Legal Compliance & Advisory
API Integration For FinTech
Compliance & Regulatory Advisory
and more

13. Account Control Bureau Inc

Industry: Financial Services

Location: Shreveport, Louisiana

Company Size: 11-50

Company Address: 6007 Financial Plaza, Shreveport, Louisiana, United States

Account Control Bureau Inc Contact Details

Name Title LinkedIn Phone Email
Heather Fatherree Operations Manager
Sue Garner Division Manager
Requires/Intent
Asset Management
AI-powered Financial Insights
Compliance & Regulatory Advisory
and more
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Shreveport Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sarah Mcclary Hair Salons Salon Coordinator
2 Amber Beam Hair Salons Cosmetology
3 Josephine Usiak Hair Salons Cashier
4 Stephanie Hueston Hair Salons Stylist
5 Lynette Hofmann Hair Salons Hairstylist
6 Monica Levy Hair Salons Owner
7 Krisanne Driscoll Hair Salons Stylist
8 Justin Byers Prime Unicorn Index Co-creator, Chief Data Officer, Integration, Product Dev, Project Manager
9 Amanda Gray Prime Unicorn Index Senior Manager
10 Jeff Morelock Hometown Lenders Llc Mortgage Loan Originator
11 Kayley Martin Hometown Lenders Llc Processor
12 Tommy Williams Williams Financial Advisors, Llc President And Founder Of Williams Financial Advisors, Llc
13 Stephen Carney Williams Financial Advisors, Llc Wealth Advisor
14 Sharon Harmon Williams Financial Advisors, Llc Operations Manager
15 John Montgomery Nida & Montgomery Wealth Advisors Founder And Principal
16 Colin Evans Evans Financial Group Financial Coach And Mentor | 401k Market Manager, Educational Retirement Professional And Money Expert
17 Katie Lavallee Evans Financial Group Marketing Coordinator
18 Vicky Zimmerman Evans Financial Group Vice President Of Administration
19 Jennifer Delcomyn Evans Financial Group Financial Planner
20 Dale Evans Evans Financial Group Owner
21 Robby Romero Cost Segregation Consultants, Llc National Account Manager
22 Holly Hollenshead Team Spirit Petroleum President
23 Don Usry Team Spirit Petroleum Chief Financial Officer And Business Manager
24 Sara Puchinsky Advance Tax, Llc Accounting Assistant
25 Justin Harris Advance Tax, Llc Opperations And Training Manager
26 Lakesha Arkansas Advance Tax, Llc Lead Tax Preparer
27 Lauren Greene The Lewis Financial Group Branch Administrator
28 Greg Folsom Lenders Option Corporation - Loc Project Specialist
29 Susan Fontaine Deupree James Wealth Management Operations Coordinator
30 Heather Fatherree Account Control Bureau Inc Operations Manager
31 Sue Garner Account Control Bureau Inc Division Manager

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