Holistic Personal FinanceFinancial advisor in Jefferson, LA

Holistic Personal Finance is a financial advisor in Jefferson, LA, ranked #3 of 88 financial advisors in Jefferson and rated 5.0 from 23 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jefferson, LAUpdated November 9, 20260 paid placements in any rankingHow we rank

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Key facts

Key facts about Holistic Personal Finance
Website	holisticpersonal.finance
Hours	Monday to Friday: 9 AM – 5 PM
Google rating	5.0 from 23 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Jefferson and 11 towns within 25 miles: Chalmette, Terrytown, New Orleans, Gretna, Belle Chasse, Timberlane, Harvey, Marrero, Metairie, Woodmere and Metairie Terrace.

Based in Jefferson, LAView on map

Opening hours

Opening hours for Holistic Personal Finance
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Holistic Personal Finance

How is Holistic Personal Finance ranked in Jefferson?

Holistic Personal Finance is ranked #3 of 88 financial advisors in Jefferson by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Holistic Personal Finance’s hours?

Holistic Personal Finance is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holistic Personal Finance serve?

Serves Jefferson and 11 towns within 25 miles: Chalmette, Terrytown, New Orleans, Gretna, Belle Chasse, Timberlane, Harvey, Marrero, Metairie, Woodmere and Metairie Terrace. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Holistic Personal Finance?

Holistic Personal Finance has a rating of 5.0 from 23 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

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Compare nearby financial advisors

Holistic Personal Finance compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Holistic Personal Finance (this business)	—	72	5.0 (23)	No	No
Messina’s Wealth Management	#1	75	5.0 (122)	No	No	17.2 mi
Gregory Ricks Total Wealth	#2	73	4.8 (79)	No	No	16.1 mi
Chris Brinson, Mortgage Loan Officer - First Horizon Bank	#4	72	5.0 (38)	—	—	14.5 mi

See all 88 ranked financial advisors in Jefferson