Aucoin Lirette Wealth Management - Houma (LA)

Matthew J James and Ryan at Capital South Wealth Management are the definition of consummate professionals. Each advisor offers a unique, forward-thinking perspective on investing in a way that is easy to understand for someone like me, without much experience in the financial sector. They are great about meeting with clients to hear their goals and work out a specific plan tailored to your future. What impressed me most was the fact that James and Ryan were so personable in addition to being so knowledgeable; with them, I do not feel like just another account, I feel like a friend. I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.

Nicole Solomon I love this place and the manager Shannon goes above and beyond for her customers .Ive been dealing with this company for over 10yrs .never had a bad experience .

Thomas Primeaux Had the opportunity to purchase some land. I am an avid AFR listener and hear Matt Mascona talking about First South on a daily basis. Called them and was blown away on how easy the process was. Total of maybe two phone calls and a couple of emails and the deal was done. Highly recommend. Plus when the interest rates drop they will reprice the loan so you don’t have to refinance. Pay $200 and they give you the lower interest rates the loan term stays the same.

sheena gauthreaux Fantastic service with a friendly and knowledgeable staff.

Pamela Jensen I was consistently rejected by traditional banks since I was a freelancer with an irregular income. I needed these small installment loans to get through a difficult month financially. The staff provided a loan that accommodated my infrequent income because they recognized my particular circumstances. For my small business, it was more than just a loan—it was a lifesaver.

Kishe Nelson Bristol. Zz

Isaac Riggs You will achieve your financial goals with Daniel! He has been my advisor for 3 years and with his help, I have been able to consistently crush my goals. Communication is excellent and he is very personable!

Sam Chip Culotta IV Great place! Very helpful!