Wealth Advisors

Oct 2023

We are writing to express our deepest gratitude for the exceptional assistance and support Nolan Venable has provided us as our new financial advisor during our transition from 40 years in business to retirement. When we initially embarked on this journey, we were overwhelmed and uncertain about how to navigate the complexities of transitioning to retirement. However, from the moment we met with him his experience, professionalism, and genuine care for our financial well being put our minds and ease. We appreciate how he took the time to address all of our questions, concerns, and made us feel comfortable throughout the entire process. Now as we enter retirement, we believe...read full review

Oct 2023

My family has gotten help and advice from Dennis Vallejo several times and couldn’t be more pleased with his knowledge and professionalism! We would recommend him and Wealth Advisors to anyone seeking advice on wealth investing, tax help, and insurance guidance!

Jun 2023

Almost six years ago after moving back to Lafayette, I moved all of my investments to Wealth Advisors with Jennifer Venable. Jennifer has since retired and Nolin Venable has taken over my finances. They both have such an immense knowledge when it comes to investing and keeps a finger on the market changes as they occur to help me with my decisions. I feel totally confident that my money is in the best place ever and it continues to grow.Nolin has gone out of his way to help me with protection of my funds for retirement. This was something I had not considered and probably never would have, if not for Nolin. With Dane doing my taxes and Dennis my health care, I feel like...read full review