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Slidell Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Slidell.

Northshore Tax LLC
from 15 reviews
  • 8 years in business
  • 10 hires on Thumbtack
Brandy R.
Verified review

Dave was very knowledgeable and had lots of patience with our many questions for our new business. He is also very personable and helpful. We will definitely be using him throughout the year.

  • 24 years in business
  • 8 hires on Thumbtack
Arianne S.
Verified review

Very knowledge, with lots of experience. Great personality, and great return. I went in owing Uncle Sam, and came out with a return. I didn’t feel rushed, or like I was just another number. I definitely recommend Parker Consulting Firm for ALL of your financial needs. I can’t thank you enough for your excellent work. I will definitely be back next year!! Thank you!!!!

John R.
Verified review

Yettie is a top rate CPA who knows her stuff and gets the job done right the first time. I tried several so-called 'accountants', but I've found a keeper! Would highly recommend for business and personal tax, accounting, etc. I'm no expert when it comes to finances but unlike most CPAs who make you feel kind of dumb Yettie spoke the financial language I understand (saving money and paying less taxes)! Thanks!

  • 41 years in business

I show middle-class families how to save money, retire sooner, and make more money with programs from companies like MetLife, Lincoln Financial, and Answer Financial (auto insurance). We put together programs in your home designed specifically for you and your budget to show you how to become debt free and financially independent.

  • 6 years in business
  • 1 hire on Thumbtack

Thomas Financial Solutions, has the skills and knowledge to assist individuals and businesses. Our expertise ranges from basic accounting and tax preparation to more in-depth services such as new business consultation, and financial statements.


Chancellor Investment Groupe provides personalized financial services to assist clients with reaching their goals. Some of the services we provide are as follows: * Business Management Services * Personal Management Services * Bookkeeping * Budgeting * Financial Counseling/Coaching


We are a holistic financial planning firm that provides advice for a fee, without any commissions or sales charges. Our only allegiance is to our clients, and to helping them live the life that they want to live, and having their money support that vision.


Use bookkeeping as a tool to save money and grow your business. We give you tools to analyze your business and become more efficient. We also offer financial analysis and forensic accounting services.


I'm a financial advisor with Modern Woodmen of America. My passion is helping others. We are the 3rd largest fraternal financial organization in the country. We are rated A+ Superior by AM Best, which is one of the top-rating company for insurance. My role as a financial advisor is to define your needs and goals, asses your current financial situation, and create an affordable plan that will grow with you in the future. I will also help you get started, then review and adjust your plan over time. We help our members through protection (life insurance, disability insurance, and long-term care insurance). We also help them with saving, retirement planning, distribution, and estate planning, and business owners with their business and employees' current and future needs.


Serving Mandeville, LA, and outlying areas, Christopher Clayton and associates of Cornerstone Financial, LLC are offering the following services not limited to business succession planning, comprehensive financial planning, estate planning, risk management and retirement planning.


Serving Mandeville, LA, and outlying areas, John Dabdoub and associates are offering the following, but not limited to, services: financial products, investment services, life and disability insurance and annuities.


We are an insurance and financial service agency and a family of professionals dedicated to empowering their clients to manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide world-class service. We are the gold standard!


We believe in helping our customers find affordable insurance policies which insulate their budgets from the unexpected. Whether you are looking for auto, life, flood, renters, or home insurance in Metairie, Mandeville, New Orleans, Kenner, Madisonville, or Covington, we have knowledgeable agents who can help you. We also specialize in group benefits to support your business needs. In addition, we understand that your financial needs extend far beyond insurance. That is why, we also offer assistance with IRAs, retirement savings and annuities to customers throughout Louisiana.


I am a retired CPA with 30 years of experience as partner in CPA firm and CFO in private industry. I have experience in accounting and reporting for real estate, retail, construction, food and beverage, and other industries.


I bring a meticulous attention to detail that is rare in this modern era of short attention spans. I question every assumption related to the defective process until the root cause has been identified.


I enjoy being able to give people hope to improve their lives by educating them on credit literacy.


My business is unique in that there are so set parameters that would limit or inhibit the services which I provide. I try to list a few so potential clients have an id ea the type of services I tend to gravitate toward but that but any speciql request even those that may be peculia4 or controversial will be considered and at the very least attempted. So don't be shy. I love surprises and new challenge. I dare you to try to shock me lol


Serving Metairie, LA, and the outlying areas, Robert Bute of Destiny Investments is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

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