The Shobe Financial Group

  • Financial Services
  • Baton Rouge LA
  • 19 employees
  • Financial Services
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Company Overview

Headquarters
8280 YMCA Plaza Dr. #4, Bldg. 4, Baton Rouge LA
Website
shobe.com
Phone
(225) 763-7010
Employees
19
Founded it
1983
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is The Shobe Financial Group

The Shobe Financial Group is a financial planning firm located in Baton Rouge, Louisiana. Founded in 1983, the company employs 19 people and generates over $10,000 in annual revenue. The Shobe Financial Group offers comprehensive financial planning and investment management services to a diverse clientele. Their services cater to families, pre-retirees, retirees, physicians, professionals, and business owners. They also specialize in working with individuals who have unique personal and business needs. The Shobe Financial Group distinguishes itself through its commitment to helping clients achieve their life goals through personalized financial planning and wealth building strategies. For inquiries, visit shobe.com. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Company Leadership

The Shobe Financial Group Industry Tags

Financial Planning
Investment Management
Pre-retirement & Retirement Planning
Business Planning
Wealth Management
Portfolio Management
Estate Planning
Tax Planning
Insurance Evaluation
Securities Analysis
Asset Allocation
Education Funding
Financial Services
Financial Advisory Services
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FAQ

What is the location of The Shobe Financial Group's headquarters?
The headquarters of The Shobe Financial Group are situated at Baton Rouge LA
What is The Shobe Financial Group's phone number?
The Shobe Financial Group's contact number is (225) 763-7010.
What is The Shobe Financial Group's official website?
The official website of The Shobe Financial Group can be found at shobe.com.
How many employees does The Shobe Financial Group currently have?
The Shobe Financial Group employs approximately 19+ people
Which industries is The Shobe Financial Group primarily operating in?
The Shobe Financial Group operates in the following industries: Finance, Credit
Who is the Chaiman, Partner of The Shobe Financial Group?
The Shobe Financial Group's Chaiman, Partner is Edward Louis Shobe
What are The Shobe Financial Group's industry tags?
The Shobe Financial Group's industry tags include: Financial Planning, Investment Management, Pre-retirement & Retirement Planning
When was The Shobe Financial Group founded?
The Shobe Financial Group was founded in 1983.

Employee Directory

Key Employees

Jason Windham

President

Bailey McNamara

Financial Advisor

Craig Kliebert

Senior Vice President

Jessica Petrilak

Client Services Manager

Shawna Goodly

Client Services Specialist