Financial Planners in Lake Charles

“They’ve been handling our financial needs for several years now. Knowledgeable, friendly, willing to listen and consult, and patient with questions.“

“I wanted to leave a Review on Patrick Baylee. To say it was an easy experience is an understatement. After my mother passed to say it was an easy experience is an understatement. After my mother passed away and we had to pay For unexpected funeral expenses, I realized how important it is to have something set in place. Mr.Baylee help me understand everything that goes into this process. He probably stayed on the phone with me for an hour time after time answering every stupid question that I have to make sure that I was sure and comfortable with the whole process. I have nothing but good things to say about this company. I recommend them to everyone And will continue to do so. Very simple, very fair pricing and lots of peace of mind that everything will be taken care of. Thank you, Northwestern mutual.“

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“This is a great place to go for honest advice that has served our area for almost 40 years.“

“Stine Tax and Wealth Management brought me out of fear and failure through their exceptional expert attention to my financial and future needs. They are experts in their fields and take great care for their clients. They brought me to Peace in my today’s and Security for my future. I highly recommend Stine Tax and Wealth Management, LLC“

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