Financial Consultants in Baton Rouge

“My experience with Mrs. McClure today was so pleasurable. Each time I encounter her, whether in-person or via telephone, she makes me feel like a valued client. She is so patient and personable, yet maintains an aire of professionalism. All of my questions are answered , no matter how simple they may have been. I did not feel rushed and left her office with a feeling of total satisfaction. Mrs. McClure is certainly an asset to your staff and Business. It’s staff like her who keeps me confident in the fact that I have the best company to handle my financial needs. Thank you.“

“John and his team are marvelous. They helped me get all of my little bits of savings here and there consolidated. Now I understand exactly what is going on with my retirement money. I had most of it in one of those chain investors that my employer brought in, and it wasn't making much money. John changed that! I'm not rich, just a middle-class gal, but John and his team treat me like a princess. He's intelligent, patient, and concerned with my life. He knows the markets, watches them diligently, and explains what he is doing and why. For the first time in my life I feel like I have a financial planner who is doing what's best for ME instead of using me to make money for their national chain company.“