Financial Consultants in Baton Rouge

“I have dealt with Abigail McClure since 2018 and it has always been a pleasure. She is always positive, upbeat, helpful, knowledgeable, and dependable. I recently lost my mom and Abby walked me through what I would have to do from A to Z and told me to call any time for help. Over the next few weeks there were many emails and phone calls between us and I feel as though I could not have made it through this without her. We felt as though she was family so my wife and I joined her for lunch and had a delightful time.“

“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.“

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