Morgan Stanley Financial Advisors

Jackson Hewitt Tax Service at 3235 Tulane Ave in New Orleans offers client-focused tax help. Customers praise Shelia Lang for making the process easy, maximizing refunds, and staying attentive and professional; Keishaun is noted for patience. The office is described as clean and welcoming, with an affordable, straightforward experience during tax season.

Audubon Tax and CPA Services in New Orleans provides knowledgeable, responsive tax planning and accounting support. Brandon Curwick is praised for clear communication, professionalism, and making taxes feel manageable. The team enables seamless bookkeeping-to-tax workflows, efficient filings, and patient, thorough guidance—helping self-employed clients and LLC owners save money and stay compliant.

deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS delivers tailored financial consulting and wealth management in New Orleans. Clients praise Marigny for professionalism, deep knowledge, active listening, and clear, proactive guidance on retirement planning, estate planning, and debt management. The personal touch helps clients gain confidence and peace of mind in uncertain times.

Bienvenue Wealth LLC offers personal finance consulting in New Orleans, located at 1100 Poydras St #2125. The firm emphasizes one-on-one, human-guided service and a holistic approach to investing and long-range planning for 5–20 years. Clients praise clear answers, thoughtful guidance, and a rare, personable touch—without automated bots.

Dumaine Investments | Financial Planning & Wealth Management serves clients from 650 Poydras St, Suite 1010 in New Orleans. Clients praise Mitchell Bordelon and Clifford Favrot as trusted advisors offering knowledge, tailored guidance, and professional service. A team of caring professionals is highlighted for proactive communication and a focus on long-term financial wellbeing in today's markets.

Whiteside and Simms, CPA, LLC is a New Orleans-based accounting and financial services firm serving individuals and businesses from 935 Gravier St. Clients praise nearly 20 years of trusted service and ongoing support even after relocation, with quarterly in-person meetings. The team is described as highly knowledgeable and committed to going above and beyond on taxes, money management, and comprehensive financial guidance.