Twru Investment Advisors

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Accountants-Certified Public, Accounting Services, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

76 Years

in Business

Accredited

Business

(225) 926-1050Call Visit WebsiteVisit Website Map & DirectionsDirections527 E Airport AveBaton Rouge, LA 70806 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Baton Rouge with Accountants-Certified Public

Port Allen (10 miles)
Central City (14 miles)
Denham Springs (15 miles)

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General Info

Founded in 1948, Thomas, Wilson, Ragusa, Uffman & Company provides financial advice and guidance services for individuals and businesses. The company offers succession, estate, retirement and portfolio planning services. It provides wealth management services through TWRU Private Wealth Management, which is an independent, financial planning and investment advisory firm. Thomas, Wilson, Ragusa, Uffman & Company also designs retirement plans. The company provides audit, accounting and reporting services. It prepares multistate corporate returns, as well as advises new businesses regarding entity selection. Thomas, Wilson, Ragusa, Uffman & Company is a member of RAN One, which is one of the largest networks of independent accounting firms in the world.

Email

BBB Rating

Extra Phones

Phone: (225) 246-8388

Phone: (225) 810-4993

Payment method

amex, invoicing available, master card, visa, cash, check, debit, discover

Neighborhood

AKA

Twru Private Wealth Management

Twru Cpa's & Financial Advisors

TWRU CPAs

Other Links

http://www.twru.com

https://twru.com

Other Email

Categories

Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Payroll Service, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (225) 926-1050

Address: 527 E Airport Ave, Baton Rouge, LA 70806

Website: http://www.twru.com

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Twru Investment Advisors

Tax Planning
Estate Taxes
Tax Services
Income Tax
No one likes â€œsurprisesâ€ when it comes to his or her tax returns.Â Thatâ€™s why TWRU works closely with our clients throughout the year to adequately plan for their income tax liabilities so they know what to expect.

Investment Management
TWRU CPAs and Financial Advisors offers a specialized team of CPAs, certified financial planner, personal financial planner, a chartered financial analyst, and registered investment advisors. We provide financial planning, retirement planning, IRAs, company retirement plans, portfolio management and a variety of other specialized financial services to assist you with establishing or maintaining financial independence. TWRU CPAs and Financial Advisors can help you create a strategy that combines a savings program, employer retirement plans and careful asset allocation, while ensuring that financial uncertainties are provided for and debt is maintained at a manageable level.
Wealth Management
By the early 1980â€™s the growing firm merged with an enthusiastic consultant by the name of Kerry Uffman.Â Kerry was determined to be the leader in financial planning.Â He spent the early part of his career acquiring education and certifications for financial planning.Â He was able to move the firm forward by helping our clients with portfolio and wealth management.Â This merger resulted in the formation of the accounting firm of Thomas, Wilson, Ragusa, Uffman and Co.

Accounting Services
Payroll Services
TWRU CPAs and Financial Advisors has a long history of assisting entrepreneurs and small business clients in meeting their accounting needs.Â Most commonly this includes out-sourced general ledger functions and payroll services as well as financial statement preparation. For clients with their own accounting personnel our services might include assistance in finalizing monthly financial statements or evaluating and improving internal controls.

Financial Planning
TWRU | TWRU provides select clientele independent, professional financial planning and investment advisory services, along with traditional accounting and other
Retirement Planning
For late 1950â€™s Baby Boomers and the following generations, Social Security is on its way to becoming a non-event.Â Thatâ€™s why it is increasingly important to prepare for your retirement years or plan to work longer to support your current lifestyle.Â In either circumstance, we can assist clients in defining retirement goals and then creating a plan that meets them.
Long Term Care
If you are providing health care or financial support for a loved one, we can help you establish a cash management service to help guide you through the overwhelming challenges you and your family are facing during this transition period.
Asset Management
For individuals who have acquired sufficient funds to provide for retirement, distribution planningâ€”particularly in the early years of retirementâ€”is a must. Withdrawing too much during the early years can jeopardize funds later in life, while not having the right asset allocation puts your retirement assets at risk of inflation.Â TWRU CPAs and Financial Advisors has the professional expertise to work with our clients in identifying and managing these risks.

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