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Home > Financial Planner Directory > Lousiana > Metairie > W. Howard Thompson, CFP®, CFA, CPA
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W. Howard Thompson, CFP®, CFA, CPA

Crescent Sterling, Ltd.

3850 North Causeway Blvd.
Suite 1150
Metairie, LA 70002-8145
Phone: (504) 835-1135
Fax: (504) 835-1995

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.