Patrick Shreve, Jr. CFP
Nearby accountants
Perkins Road
Terra Bella Boulevard
Professional Boulevard
Jefferson Highway
Jefferson Highway
Jefferson Highway
Bluebonnet Boulevard
N. Oak Hills Parkway
Bluebonnet Boulevard
Bluebonnet Boulevard
Bluebonnet Boulevard
Bluebonnet Boulevard
Bluebonnet Boulevard
Bluebonnet Boulevard
Smart Way
Nearby finance companies
Perkins Road
Perkins Road
Perkins Road
Perkins Road
One Perkins Place Drive
One Perkins Place Drive
Nearby law practices
Perkins Road
Perkins Road
Perkins Road
Perkins Road
Perkins Road
Street Charles Street, Houma
I help people gain more clarity, confidence and understanding of their finances. Financial Advisor with
Joseph R.
Brown and Associates,
A private wealth advisory practice of Ameriprise Financial Services, LLC. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
11/01/2026
Don't forget . . .
With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.
Enjoy the extra hour. When you're ready to talk, I'm here.
U.S. equities were down today. What are the key points to consider? Read this market commentary from .
10/30/2026
Wishing everyone a safe and happy Halloween!
Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.
10/16/2026
Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.
How the K-shaped economy is shaping markets Why this phenomenon matters for investors.
As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.
10/14/2026
Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/12/2026
Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.
What rising power demand could mean for investors See how rising power demand may create investment opportunities across the energy ecosystem.
10/09/2026
+15.4%
Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.
While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.
Let's talk about how your portfolio is positioned for both.
10/07/2026
Election headlines come and go.
Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.
That's why a disciplined, long-term investment strategy remains so important.
If you'd like to discuss how current events may impact your financial strategy, I'm here to help.
Category
Contact the business
Telephone
Address
6719 Perkins Road
Baton Rouge, LA
70808
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
Other Financial Planning in Baton Rouge
Show All8702 Jefferson Hwy Suite B
Baton Rouge, 70809
Independent Financial Advisor in Baton Rouge Owner: Clay Elliott, CFP®, AAMS®, CRPC®
Sherwood Forrest Boulevard
Baton Rouge, 70816
Do you have a retirement portfolio? Are you in need of income protection? Or maybe you are looking for another means of income. Well, you're in the right place. Please message me f...
Baton Rouge
If my team of experts can't save or make you money in 30 days from the time you submit your info to
9026 Jefferson Highway, Suite 102
Baton Rouge, 70809
“All Things Financial” Educators - Serving Our Retirees Today, Leaving Lasting Legacies. That is the Game Changer Difference
Alerts
Be the first to know and let us send you an email when Patrick Shreve, Jr. CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.