Certified by Roy Planning Resources - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Roy Planning Resources, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lafayette, LA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Roy Planning Resources - Ameriprise Financial Services, LLC • Aug 16, 2026
Roy Planning Resources - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Roy Planning Resources - Ameriprise Financial Services, LLC
What services does Roy Planning Resources offer?
Roy Planning Resources provides private wealth advisory and financial planning services to clients in the Lafayette, LA area, helping them focus on their financial future.
Where is Roy Planning Resources - Ameriprise Financial Services, LLC located?
It is located at 3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA 70503, USA.
What are the business hours for Roy Planning Resources?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with Roy Planning Resources?
You can book an appointment online via their reservation page: https://www.ameripriseadvisors.com/team/roy-planning-resources/contact
Does Roy Planning Resources offer online appointments and onsite services?
Yes, they offer both online appointments and onsite services for client convenience.
How can I contact Roy Planning Resources directly?
You can reach them by phone at +1 337-216-9263 or email at curtis.h.roy@ampf.com.
Are there other financial advisors near Roy Planning Resources?
Yes, nearby financial advisors include Brett Broussard, Kyle Champagne, Allison LeBlanc, and Gulf South Wealth Advisors, all Ameriprise Financial Services affiliates located nearby.
What nearby services can complement my visit to Roy Planning Resources?
Nearby you can find the Liggio Insurance Agency for insurance needs, Family First Mortgage for mortgage services, and Catalyst Accounting Solutions for accounting and financial advising assistance.
Are there convenient accommodations near Roy Planning Resources for out-of-town clients?
Yes, clients can stay nearby at the Holiday Inn Express and Suites Lafayette by IHG, which offers comfortable accommodations and event spaces.
What are some nearby dining options near Roy Planning Resources?
Chili's Grill & Bar is a nearby restaurant offering a casual dining experience, ideal for a meal before or after your appointment.
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