Walker-Vice Financial Resources LLC
About us
We are the Baton Rouge area daily money management firm with AADMM membership. Licensed, insured, and credentialed in the industry, Walker-Vice Financial Resources has a positive and strong relationship with the local council on aging agencies. Monthly invoice billing is available for recurring clients in need of services more than once per month.
Business highlights
Services we offer
Daily Money Management Paying bills,handling billing discrepancies,prepare check payments, balance finances, organize records, and collect & organize documentation Budgeting and Financial Planning Create monthly budget plan, budget analysis, bill analysis, create budget tools for debt reduction, expense analysis, payoff scheduling and multiple payoff strategies Business Analysis Small business document processing, budgeting, organization, profit/loss analysis, and debt reduction
Services we don't offer
We do not handle tax preparation, managing financial investments, or take over financial authority of clients. All actions and decisions are discussed, and all financial authority lie with the clients or their authorized family members.
Amenities
Free Estimates
Yes
Accepted Payment Methods
- PayPal
- American Express
- Check
- Visa
- Discover
- MasterCard
Licensing
Trade License Number
Trade License Locale
Trade License Authority
Trade License Expiration
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.