Beau Autin I started investing with Broussard Wealth Management almost 2 years ago, and on day one, Bart sat down with me to analyze my current financial picture for my portfolio. As a young person just getting started with retirement planning, I cant emphasize enough how helpful this was.
Liddi and Randi, Barts assistants, are always responsive to any questions I have!
John Tribou After less than satisfying experiences with a couple of other advisors, a close friend who worked in the insurance industry and whose opinion I value suggested Chris Clayton and Cornerstone for help with my financial planning needs. He worked with Chris for his own financial planning so I knew his was a sincere recommendation.
That was 20 plus years ago, and Ive been thankful for the introduction ever since. Working with Chris has been a blessing in every way. He and his whole team are knowledgeable, patient and pleasant while delivering excellent personalized service.
Without reservation, I would recommend Chris and the Cornerstone team to anyone no matter their stage of life or current situation for help with their financial planning needs.
Laura Lee Fast professional and well detailed. The staff is so friendly and welcoming while going above and beyond to meet your needs. Highly recommended.