Neighbors Wealth Management
Personal Service & Professional Advice
- 401(k)/Pension Rollover Services
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
Are you unsure about some of these options? If so, contact one of our experienced professionals for a complimentary appointment and start planning your financial future today.
Open your account online
with our Guided Wealth Portfolios
Don’t have time to come in for an appointment? Simply answer a few questions to receive a proposal, customized for you.
We’ll give you recommendations for your account and a calculation of your potential dollars at retirement.
LPL AccountView
My goal is to help individuals and families reach their financial goals/achieve their financial dreams/increase their financial confidence by providing sound financial advice based on 15 years of experience in the industry/creating realistic and detailed financial plans. I am deeply committed to my client’s financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As an LPL Financial Advisor, I want to share my passion for Neighbors Wealth Management and to improve the lives of my clients. I entered this field because I wanted to impact people’s lives in a positive way. My experience in this field has given me the ability to help members realize that they have the potential to achieve their financial goals no matter their financial situation. Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As an LPL Financial Advisor, I am dedicated to learning about your personal goals.
In my spare time, I enjoy spending time with my family – there is no better investment than that! I enjoy coaching my three sons in both football and baseball. We also enjoy fishing and hunting together whenever we can find the time. I am also a member of the Knights of Columbus where we volunteer our time to various activities through the Church.
Jason Knapps
Vice President Wealth Management
Wealth Manager
Contact us today to discuss your financial planning
(225) 819-5790 Ext 665115
1 (800) 356-2644
Neighbors Wealth Management is located at:
Neighbors Federal Credit Union
175 Rushing Road West
Denham Springs, LA 70726
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Neighbors Federal Credit Union and Neighbors Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Neighbors Wealth Management, and may also be employees of Neighbors Federal Credit Union.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Neighbors Federal Credit Union and Neighbors Wealth Management. The Neighbors Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S.-registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered. Securities and insurance are offered through LPL or its affiliate.