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Terrell & Associates, LLC

625 W College St
Lake Charles, LA 70605-1521

Phone:

337-474-4025

Fax:

337-474-2228

E-mail:

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info@terrellandassociates.com

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Confidence For Your Future

Terrell & Associates office building with blue roof

At Terrell and Associates, we pride ourselves on being different, and as an independent financial planning firm,

we work for you, not the institutions. 

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

We offer a wide variety of products and services including:

Investment Management, Retirement Planning, 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 to schedule your review!

BBB Accredited Business, Rating A+ as of 01/08/18
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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