3421 N Causeway Blvd suite 400, Metairie, LA 70002
find phone number Cypress Financial Group 📱?
(504) 345-2020
What Clients Are Saying Cypress Financial Group (GG)
5 /5 Lewis Mercier: John and Jay was very informative and easy to work with. We look forward to a long relationship with them and their firm. We appreciate everything they have done to secure our financial future.
5 /5 tboy Dempster: I never thought that there were anymore people that cared for their customers, until I heard a commercial about Cypress Financial. I went for a consultation on Monday and met with John, Jacob, Jay and the Nice Lady at the front desk Johns wife. These are the nicest people and they treated me so kindly and made me feel like they have been knowing me all of my life.
Their explanations , where very easy to understand so I can see why they are a great company for anybody to let them take care of their finances. I was a perfect stranger to them and they were determined to give me the help I needed and the knowledge I was looking for. I will be telling everybody about them because they
are the kind of people that they dont have to much of anymore. All of you should be proud of yourselves for being the kind of people you are and John for the way you raised your kids because it all shows.
It was a great pleasure to meet a high caliber Financial Group
Melien Dempster
5 /5 Chris Starkey: So impressed by the free Social Security Seminar that we immediately booked an appointment with John and his Team. John took the time to become personally acquainted with my wife and I. By getting to know us he was able to tailor his advice specifically to suit our situation and future needs. We felt very comfortable putting our finances in his care and letting him guide us in the right direction. We look forward to many years of personalized professional service from John and his Team!
5 /5 Charles Schof: Very thorough and took the time to put together a plan that my wife and I can use to make the important decisions in life. Highly recommend!
5 /5 Weber Ed “Big E”: I met with John and Jarret for a Social Security Planning Analysis. They were very friendly and helpful. John also gave me a brief explanation of what to expect when I sign up for Medicare later this year.
Dejanic Godfrey If I could give more than 5 stars, it would be for Tatiana! She is hands down the brightest part of this location—always welcoming with a genuine smile, full of positive energy, and providing the best customer service every single time. No matter how busy it gets, she makes you feel valued and appreciated. Tatiana doesn’t just do her job, she elevates the entire experience. She is the reason I keep coming back!
Glenn Morgan Excellent and personal service.Chad has been our financial advisor since 2009 and had been instrumental in providing great advice regardless of the ups and downs of the market.His long term outlook is refreshing.
Qwendolyn Guillory Customer service was very excellent with Sandy. Robinson was very helpful. She helped me with the fallen procedures and show me how to do everything on my phone. Everything went smoothly. I highly recommend people to come to Credit center because they are very awesome and they are very patient to help you with any thing that you have going on. Thank you very much.
jake duos Richard is very focused on doing what is right. His office including Heather display professionalism and a vast amount of expertise regarding accounting, business entities and filing taxes. They are easy to work with and will lend you their services at a fair price.