Community Financial Services - New Iberia (LA)

Glen Schoot I recently retired from the military and worked with Josh Savoie to set up my investment accounts, and I couldn’t be happier with the experience! Josh took the time to understand my financial situation, including my current assets and future retirement income, and crafted a personalized investment plan that’s designed to grow steadily over time. His expertise in navigating investment strategies was invaluable, and he explained everything in a clear, straightforward way. I feel confident knowing my financial future is in good hands with a plan that’s tailored to my goals. Highly recommend Josh to anyone looking to secure their retirement!

Joseph G. Vallee Great place to put money to work. Financial professionalism in regard to your investments!

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.

L Warner Such an easy process! Super sweet staff. Will definitely be a repeat customer.

bossshun9 Professional and sensitive to any and all transactions. I recommend anyone come here to start an account with them.