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Business Profile

Financial Planning Consultants

Shauna L. Soper, LUTCF

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(225) 709-6256Email Business

About

Overview

Own this business?

Shauna L. Soper, LUTCF

2431 S. Acadian Thruway, Ste 400

Baton Rouge, LA 70810

Years in Business: 20

Business Licenses

BBB Accreditation & Rating

Shauna L. Soper, LUTCF is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

About This Business

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start._x000D_ _x000D_ Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Business Details

Local BBB:
BBB of South Central Louisiana
BBB File Opened:
1/24/2023
Business Started:
5/7/2004
Business Started Locally:
5/7/2004
Type of Entity:
Sole Proprietorship
Business Management:
Ms. Shauna Soper, Owner
Number of Employees:
1

Additional Contact Information

Customer Contacts
Ms. Shauna Soper, Owner
Additional Email Addresses
Primary: Email this Business
Social Media

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.

BBB records show a license number of 316249 for this business, issued by Louisiana Department of Insurance. The expiration date of this license is 9/30/2025.

Louisiana Department of Insurance

1702 North 3rd Street

Baton Rouge LA 70802

(800) 259-5300

Additional Information

Business Categories
Financial Planning Consultants

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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