find place the Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC?
714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508
find phone number Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC 📱?
(337) 235-6233
What Clients Are Saying Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC (GG)
5 /5 Brock Angelle: Chase and his team at Bentley & Co. are thorough and knowledgeable. Chase was able to help me move some investments around and my retirement account is now doing better than ever!
5 /5 Jennifer Yore: Knowledgeable, trustworthy, and thorough, Bentley & Co provides excellent financial investment advice and insight. They are reassuring and confident, but also offer their time and patience to explain investment decisions so that you are able to engage in account decision-making at whatever level you feel most comfortable. We have been very happy with keeping our accounts with the team there and highly, highly recommend Bentley & Co.
5 /5 Mike Ludwick: Carlo and his team do a fantastic job, and give me security in my financial future, I recommend them to my parents and all my loved ones. This firm will help you build your financial portfolio and help manage it for and in retirement.
5 /5 Alex DiPietro: Carlo and his team are very kind and easy to work with. Really great at communication and knowledgeable in the investment field. Im happy Im working with this company towards reaching my financial objectives.
5 /5 Lane Fournerat: Carlo and his team at Bentley & Co. are extremely professional and knowledgeable. You should book a call with them if you are looking for a great advisor.
Eric Gabriel Shoutout to Casey @ Bank of Abbeville absolutely GREAT FRIENDLY SERVICE!!!! Spent almost 2 hours setting up account (our fault) Casey was super friendly and answered all my questions and concerns!!! BOA is lucky to have a worker like her!!
Also a shoutout to Dana who via telephone helped my father get his mobile app set up!!!! Look forward to being a customer of BOA for the next 45 Years like my father!!!! GREAT JOB!!!!
John Mouton Ive talked to a lot of advisors looking for the right one, and I finally found one who gets it. These people know more about how income and taxes will affect my retirement than anyone Ive talk to.
A. J Rivette Awesome customer service. Taylor and the management here are great . They go out of their way to make sure they have exactly what you are needing and asking for . Thanks for accommodating our request. This is my second loan with them and I’d recommend that you call them first & save some time .