Financial Consultants in Lafayette

“I have been working with Young Lee at Merrill Lynch for several years now and I can't recommend him enough. He is an incredibly organized and knowledgeable financial advisor who is always willing to go the extra mile for his clients. Whether it is answering questions about investment strategies or offering personalized advice, Young is always quick to respond and provides clear and concise information. I really appreciate his attention to detail and his ability to simplify complex financial concepts. If you're looking for a trustworthy and dedicated financial advisor, I highly recommend working with Young Lee at Merrill Lynch.“

“My family has been with Jennifer Russell for goodness 15-20 years now I believe. She is an incredible financial advisor for personal and business. Her honesty, caring heart, and expertise is what makes her stand out from the rest. We truly trust and have found security in our financial futures with the help of Jennifer.“

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“Karissa and her team have been amazing to work with! They are extremely knowledgable and responsive to all of my needs as a young professional. As a CPA, I can refer to her with ultimate trust knowing they will be in great hands. Thank you for always going above and beyond for your clients!“

“All around very helpful office with professional advice about a retirement plan. I would recommend to anyone.“