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Terrell & Associates

625 W College St
Lake Charles, LA 70605-1521
Phone:
  • 337-474-4025
Fax:
  • 337-474-2228

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helping you create, grow, preserve, & protect wealth!

Terrell and Associates we pride ourselves on being different. As a full service independent financial planning firm, we work for you, not the institutions.  

Our firm is a team you can trust! Terrell and Associates has been serving the people of Louisiana for more than 40 years. Our team works with you to provide the resources, information, and education to help you reach your goals.

We offer a wide variety of products and services including: Investment Management, Life Insurance, and Tax Strategies. So, whether you are just starting a family, looking to retire, or wanting to leave a legacy, we are happy serve you.  

Call us today for help answering any of these questions!

Are you using Credit to your advantage? Is Long Term Care a concern? Where do Non-Qualified Assets fit?

Is Cash Management an issue?

How much Life Insurance is enough? Are you using Qualified Assets Properly?
Are you protected with Health & Disability Coverage? When do you begin Estate Planning?

Is Wealth Planning only for the wealthy?

Read about us in Forbes Magazine: Terrell & Associates, LLC, Investment Securities, Lake Charles, LA
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck