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Business Profile

Retirement Planning Services

MATTHEW JAMES Tax & Wealth Management

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

Matthew James Tax & Wealth Management is an independent financial planning firm based in Lafayette, Louisiana. We help retirees and pre-retirees across Acadiana and greater Louisiana build tax-efficient, income-focused retirement plans.
Our specialties include retirement income planning, tax reduction strategies, long-term care preparation, and personalized wealth management. We serve a wide range of clients — from Louisiana state employees to oil & gas and federal retirees — with strategies built to protect assets, reduce risk, and maximize income.
If you're looking for trusted retirement financial planning in Lafayette or across Louisiana, our team is here to help. Your retirement. Our mission.

Products and Services

Financial advisor

Retirement Planning

Wealth Management

Income Planning

Tax Management

Estate Planning

Long-Term Care Planning

Years in Business: 8

Business Details

BBB File Opened:
6/4/2020
Business Started:
7/1/2016
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Matthew James, Matthew James Financial Group

Additional Contact Information

Principal Contacts
John Blanchard Jr., Manager
Customer Contacts
John Blanchard Jr., Manager
Additional Email Addresses
Complaint: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • LA Insurance License #529925.

Additional Information

Business Categories
Retirement Planning Services

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