WFA – Plan. Invest. Inspire.

WFA - Plan. Invest. Inspire. is a financial planner in Shreveport, LA. The firm provides advice and guidance on a wide range of investment products and services to help clients achieve their financial goals. Their offerings include individual retirement accounts, college savings plans, and advisory services, as well as information regarding life, disability, and long-term care insurance. The business maintains a 5.00 rating.

The firm assists clients with various financial needs, including managing retirement savings through Traditional and Roth IRAs, exploring 502 plans, and navigating qualified employer-sponsored retirement plan distribution options. Beyond investment products, they provide access to credit and lending services through affiliates to assist with asset preservation and borrowing management.

Located on Youree Drive, the office is situated near Lee Hedges Stadium and is a short drive from East 70th Street. The business is located near the Youree Drive Middle Advanced Placement Magnet School and is approximately 0.4 miles from the post office located at The UPS Store.

The business provides thorough, well-documented information online, and their digital presence is easily accessible to those using search engines.

WFA - Plan. Invest. Inspire. provides essential investment and retirement services to the Shreveport community.

Services:

• Advisory Services
• Estate Planning
• Insurance Planning
• Investment Management
• Private Wealth Management