What Clients Are Saying deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS (GG)
5 /5 Rebecca Ohler: I grew up without financial assets but I also have a masters degree and am an intelligent person. I was desperately seeking very knowledgeable help in straightening out my retirement and estate planning without being spoken to like an idiot by a bunch of finance bros and Marigny was the answer. She is down to earth, knowledgeable and she also supports my goals of being simultaneously financially strong and socially just. I would recommend her to anyone and trust her wholeheartedly.
5 /5 Inner Design: My father moved into an assisted living facility and I needed to start liquidating his multiple accounts to have available monthly funds (I have POA). I do NOT know which funds are good to take out first, etc, -or even how. But luckily for me, Marigny does! Shes taking care of ALL of it. Shes also utilizing some funds that were not working well for him so that his funds will last longer. Thank you, Marigny!!!!
5 /5 Susan Stentz: Clients consistently praise Marigny for her professionalism and extensive knowledge. She takes the time to listen attentively and ensures clients fully understand their financial situations. She willingly shares valuable insights and proactively advises on both current and potential issues, empowering clients to make informed decisions. It is evident that her passion lies in helping others achieve financial strength and awareness, especially in today’s uncertain times. Her dedication and expertise provide clients with confidence and peace of mind, knowing they are in capable hands.
5 /5 Linda Glickauf: Marigny is the best. Shis is intelligent, understanding of my needs as a retired individual, informative and a great listener. Now, with tariffs and uncertainty, is one of the most important times to have a financial planner to guide through the turmoil. I am very grateful for her knowledge.
5 /5 Nathan Manuel: Marigny, has created a custom plan that takes our concerns and values into consideration at every turn. She’s knowledgeable about a number of subject areas including retirement planning, debt management, and has helped us plan for a future in which we can change careers and buy investment properties.
I have worked with a number of wealth management agents over the years and none have had the personal touch and care for us that we’ve found with deMauriac.
Lisa Brown If you want to be treated well and with the utmost respect then this is definitely the place you want to do business with. They not only do their job well, they will go out of their way to help you in any way and in my opinion are the best finance company.
barney barnhill I recently applied and received SBA LOAN at the Many La Hancock Whitney. Worked with Vanessa Leone . SHE ROCKS!! Very knowledgeable, attentive, tracked an kept me appraised of disposition of loan, with very little effort in closing. To BUSINESSES THAT QUALIFY, HIGHLY RECOMMEND, Very little paperwork BIG PAYOFF
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.