James L Adams And Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.


Retirement checklist: Tips to help you organize and manage your finances

Organizing your financial documents can help make managing your finances easier. Try these tips, and call with any questions.

ameriprise.com Learn how to organize your financial accounts for your peace of mind or for your beneficiaries.

[12/07/17]   Do you plan to retire in 2018? Let’s set up some time apart from our regular check-in meetings to discuss the transition and your retirement income strategy.

[12/07/17]   Ameriprise Financial ranks #1 in the investment industry for customer loyalty in the 2017 Temkin Group Loyalty Index. We are proud to represent a firm that inspires customer loyalty. We believe in putting clients first; that’s how loyalty is earned. Ameriprise.com


Don't wait to work out a retirement budget

How you spend in retirement will likely be different than when you were working. Here are some steps to start your retirement budget.

cbsnews.com Given the widespread concerns about outliving retirement money, planning your spending before you retire can help

[09/19/17]   “Do all the good you can, By all the means you can, In all the ways you can, In all the places you can, At all the times you can, To all the people you can, As long as ever you can.” — John Wesley, Letters of John Wesley


Face the future with confidence

Life is full of unexpected events and even the best-laid plans can change. That’s why it’s important to revisit your financial strategy semi-annually/ I’m here to help.

ameriprise.com It’s easier to meet your financial goals when you and your advisor have discussed them together.


Markets React to a Week Full of Surprises | Ameriprise Newsroom

Hurricanes and the debt ceiling deal were some top market influencers last week. Here’s what you should know.

newsroom.ameriprise.com Ameriprise Chief Market Strategist David Joy shares his thoughts on last week’s market impacts.


Seniors beware: New con targets Social Security checks

If you think something isn’t right, just hang up.

cbsnews.com Scam artists seek personal information to steal people's Social Security checks, government officials warn

[09/12/17]   Proper stewardship begins with this concept…my wealth is not my own. How do you apply the idea in your life?


7 states where you get the best return on a college degree

If your teenager is starting college applications this fall, here’s something to consider.

marketwatch.com Is college worth the cost? Here are the states where you get the most bang for your tuition buck.

[06/23/17]   Great Drs and staff at EJGH for my 8 day stay fighting the bacteria contacted while fishing at the Rocks on the 13th. Got home last night and will depend on my great staff next week to service clients.

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2700 Lake Villa Dr Suite 200
Metairie, LA
Other Financial Services in Metairie (show all)
EMG Metairie EMG Metairie
7939 Airline Dr
Metairie, 70003

The Easy Money/Minute Loan Center company specializes in a number of consumer loans, and other financial products. Products vary by location.

Allison Byrd - Mortgage Loan Originator Allison Byrd - Mortgage Loan Originator
1825 Veterans Blvd
Metairie, 70005

NMLS ID#624509

Southwest Funding on Causeway Metairie Southwest Funding on Causeway Metairie
3421 N Causeway Blvd, Ste 101
Metairie, 70002

Southwest Funding is a trusted mortgage company with over 30 years of experience. We help you buy or refinancing your dream home or rental.

Gulf Coast Bank & Trust Co Home Loans Gulf Coast Bank & Trust Co Home Loans
2626 N Arnoult Rd #100
Metairie, 70002

Gulf Coast Bank’s Home Loans has over 35 mortgage lenders located in Southeast Louisiana & Florida. Visit www.gulfbank.com/homeloans to learn more.

Alison Calamia - Reverse Mortgage Specialist NMLS# 80878 Alison Calamia - Reverse Mortgage Specialist NMLS# 80878
3317 N I-10 Service Rd
Metairie, 70002

America's Mortgage Resource, NMLS# 69528 is the leading Reverse Mortgage originator in Louisiana. Alison Calamia has 25 years experience.

Dunn Financial Solutions Dunn Financial Solutions
3900 N Causeway Blvd, Suite 1200
Metairie, 70002

Coin Trader Inc. Coin Trader Inc.
4532 W Napoleon Ave
Metairie, 70001

Coin Trader offers precious metals and rare U.S. coin investment guidance and coin & currency portfolio planning.

Metairie Bank Metairie Bank
3344 Metairie Rd
Metairie, 70001

The Bank of Personal Service. We Connect With You. Member FDIC & Equal Housing Lender.

Matthew Berault-Northwestern Mutual Matthew Berault-Northwestern Mutual
111 Veterans Blvd. Suite 940
Metairie, 70005

Matthew Berault is a Northwestern Mutual WMC Financial Advisor who helps individuals and small business owners achieve financial security.

Crescent Payroll Solutions Crescent Payroll Solutions
2225 N Hullen Street
Metairie, 70001

Crescent Payroll Solutions provides automated payroll solutions to all size companies.

NOLA Auto Brokers & Consultants NOLA Auto Brokers & Consultants
6412 Blanke St
Metairie, 70003

David Trepagnier Jr., Licensed Agent with New York Life David Trepagnier Jr., Licensed Agent with New York Life
3333 West Napoleon Avenue
Metairie, 70001

Agent licensed to sell insurance through New York Life Insurance Company.