“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.“
“All around very helpful office with professional advice about a retirement plan. I would recommend to anyone.“
“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!“
8AM - 2:30PM
900 Kossuth St Ste 5, Lafayette
Financial Consultants
“Elliot is FANTASTIC at his job. I don't know much about investing and what's best from a retirement standpoint. Elliot walked me through it and explained all of the options in a way that made sense. He helps you make decisions based on what you want for your future and doesn't try to push you one way or the other. I'm looking forward to continuing to work with him. Thank you, Elliot!“
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
“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.“