Financial Planners in Lake Charles

““

““

“My relationship with Generation Wealth began long before it was Generation Wealth. Almost 50 years ago Glen Granger (Dustin and Danielle's) father was my parents' financial advisor. In the early 2000's I transferred my investments to Glen. Shortly thereafter, Dustin joined his father. Later Glen retired and Danielle joined Dustin and formed what is now Generation Wealth.

They have always provided sound financial advice based upon frequent communication with me and my wife to determine our goals and investment comfort level.

In addition to investment advice, they provided advice on additional insurance, home financing, auto financing, and setting up educational accounts for grandchildren and other relatives.

They have always provided advice in our best interest and together we developed a portfolio that has allowed us to retire in comfort.“

“This is a great place to go for honest advice that has served our area for almost 40 years.“

“I came here with a family member to take care of some financial business. My family member had not made an appointment. The ladies working at the desk were very welcoming and said we should wait in the lobby until we could be seen. They offered us water and coffee. They were very kind.Shortly a young woman came out to help us. She brought us into an office with a beautiful view of the lake. She was very helpful and friendly. She helped my family member get his business done.“

““