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.“

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“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.“