Legacy Wealth Partners

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Ferro Financial, based in Metairie, LA, is a reliable financial partner offering wealth management services to simplify clients' financial lives. The firm is dedicated to providing clarity, strategy, and accountability to help individuals achieve their financial goals. With a team of experienced financial advisors and support staff, Ferro Financial focuses on building long-term relationships with clients and upholding a fiduciary obligation to always prioritize clients' best interests. Specializing in serving the Gulf Coast region since 2006, Ferro Financial prides itself on its commitment to helping pre-retirees, retirees, business owners, and mid-career professionals navigate their financial journeys. The firm offers a range of services, including financial planning, investment management, and advice tailored to each client's unique needs. By collaborating with a network of vetted professionals, Ferro Financial aims to make clients' financial aspirations a reality. Generated from the website content

The Shobe Financial Group, founded in 1983, is a trusted financial planning firm based in Baton Rouge, LA. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they provide expert guidance and support to help individuals and families pursue their life goals through comprehensive financial planning, including retirement planning, estate planning, investment management, tax planning, and more. Their client-centered approach and commitment to making a lasting impact on their clients' lives sets them apart in the industry. Partnered with Carson Wealth, another firm founded in 1983, the Shobe Financial Group combines their strengths and expertise to offer a wider range of services and a deeper impact on their clients' financial well-being. With over 150 years of collective experience, including 7 CFP professionals, the team at Shobe Financial is dedicated to understanding their clients' unique needs and aspirations, building personalized financial plans, and providing actionable guidance to help them achieve their financial goals.Generated from the website