Financial Planners in Houma picked by BestProsInTown
“The warm and professional staff at Altruist has been excellent at managing our money, educating us about current markets and circumstances, and being available for questions. The Altruist app is also quite handy. As we move closer to our eighties, we are assured that we now have the necessary resources and a great team to guide us.”
“Exceptional customer service
I became associated with Flagship Wealth Partners after inheriting part of my parent’s remaining investments.
The customer service I experienced was really top notch. They knew I planned to transfer the portfolio to my current management company (which I have been with for ~30 years) and still managed the transition with genuine friendliness, commitment, and professionalism.
Anyone seeking a financial advisor, would be well served by contacting Flagship Wealth Partners.”