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Financial Planners

Ajubita, Leftwich & Salzer, L.L.C.

1100 Poydras St #1500

Neww Orleans, LA 70163


Ajubita, Leftwich & Salzer, L.L.C. is a New Orleans-based law firm that has been serving the state of Louisiana since 1991. Composed of seven highly experienced attorneys, the firm has an extensive practice in areas of taxation, estate planning, business transactions, business litigation, and tax credits. Albert Ajubita, the founder, received his law degree from Loyola University and Masters of Laws in Taxation from Boston University. He has been a Louisiana Super Lawyer every year since 2010 and has received the highest rating from Martindale-Hubbell.

Bruce Spizer

1010 Common St

New Orleans, LA 70112


Bruce Spizer strives to be one of the most reliable estate and tax attorneys in the Greater New Orleans area and the state of Louisiana. Bruce Spizer, a J.D. degree holder from Tulane University, has been assisting clients with dependable legal services in matters of estate planning, administration of estates, tax law, retirement plans, pension plans, and QRDO’s for over thirty years. He is certified by the Louisiana Board of Legal Specialization both in Tax Law and in Estate Planning and Administration and a member of New Orleans, Louisiana State, and American Bar Associations.

Delaney, Robb & Rubin

2800 Veterans Memorial Blvd

Metairie, La 70002


Based in New Orleans, Louisiana, Delaney, Robb & Rubin specializes in assisting LGBT clients with all their legal needs. The services they offer include legal assistance on matters of estate planning, medical power of attorney, family law, adoption, LGBT break up, real estate transactions, successions, and personal injury. Ryan P. Delaney, founder, and a member of the LGBT community himself is a graduate of Loyola College of Law and currently, serves as City Prosecutor for the City of Ponchatoula. Delaney, Robb & Rubin is an active supporter of causes including Human Rights Campaign, Forum for Equality, and Louisiana Trans Advocate.

Gregory Ricks Associates

2800 Veterans Memorial Blvd

Metairie, LA 70002


Gregory Ricks Associates has been serving the New Orleans Metro area for 30 years. Their team of highly-educated legal advisors provides legal services in financial, retirement, tax, and estate planning. CEO and founder Gregory Ricks is a sought after wealth manager and tax reduction strategist and is the host of the talk show “Winning at Life with Gregory Ricks” on News Talk 99.5 WRNO. Gregory Ricks Associates is a well-known benefactor for charities including USO, Raintree, and March of Dimes.

Louisiana Legacy Law, LLC

4035 Washington Ave 

New Orleans, LA 70125


Louisiana Legacy Law, LLC is a New Orleans-based law firm serving the state of Louisiana. The firm specializes in estate planning, settlement planning, special needs trusts, successions, wills, continuing tutorships, and interdictions. Attorney Molly Wright Sullivan is a JD degree holder from Tulane Law School and is a member Academy of Special Needs Planners. She also serves on the Board of Directors of Families Helping Families of Southeast Louisiana.

Morrison Law Group PLC

3813 N Causeway Blvd Suite 200

Metairie, LA 70002


Morrison Law Group PLC has been serving the New Orleans metro area with exceptional legal services since 1977. Composed of attorneys who have litigated hundreds of cases, Morrison Law Group PLC offers legal assistance in elder law, estate planning, business law, asset protection, successions, and commercial collections. Ronald Morrison, Jr., attorney at law, received his J.D. degree from Southern University Law Center where he graduated with Cum Laude honors. He is certified by the Louisiana Board of Legal Specialization and a member of Jefferson Bar Association, New Orleans Bar Association, and the Louisiana State Bar Association.

Schafer & Schafer

328 Lafayette St

New Orleans, LA 70130


Established in 1974, Schafer & Schafer is a New Orleans law firm that provides legal counsel and representation to individuals and corporate clients. The firm is backed by years of legal success on matters of insurance law, business and commercial law, estate planning, successions, litigation, appeals, and personal injury. Timothy G. Schafer, founder, and senior partner holds B.B.A. and LL.B. degrees from Loyola University. He has handled 138 jury trials, 250 bench trials, and 108 cases before the courts. Schafer & Schafer has received an AV Preeminent rating from Martindale-Hubbell and is included in Best's Dictionary of Recommended Insurance Attorneys and Adjusters.

Wealth Planning Law Group

101 W Robert E Lee Blvd #404

New Orleans, LA 70124


Wealth Planning Law Group helps families in the New Orleans Metro area in protecting their wealth from lawsuits, taxes, and creditors. The legal services they provide include estate planning, business planning, special needs trusts, successions, and BP claims. They are composed of lawyers who are all board certified specialists in Estate Planning and Administration, have earned the LL.M. in Taxation, have earned an AV rating of Preeminent, and have been recognized as among the top 100 estate planning attorneys by Worth Magazine.

Weiler & Rees

909 Poydras St Suite 1250

New Orleans, LA 70112


Weiler & Rees is one of the largest tax law firms in the state of Louisiana. Based in New Orleans, the firm practices in the areas of business planning, estate planning and administration, pension, ERISA, tax controversy, litigation, tax collection, and international taxation. Founders John J. Weiler and Paul Damian Rees are both J.D. degree holders from Creighton University and Tulane University, respectively. They also earned master’s degree in Taxation from George Washington University and Boston University, respectively. John J. Weiler has been recognized as Super Lawyer in 2010, 2011, and 2012 and as a Top Lawyer by New Orleans Magazine.

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