Keywords: Financial foti financial services la 24510

Foti Financial Services - Plaquemine (LA)

Address: 🏡 24510 LA-1, Plaquemine, LA 70764, USA
Phone : +1 (225) 687-6331
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJM8nabm8CJIYR012otXYt6T8
#Louisiana
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Selina Harrell, MBA - New Orleans

Justin T. Guy My experience with Selina has been exceptional. She provided options and methods to meet to discuss my financial inquiry. She educated me on various options for my financial goals and needs. She worked promptly to initiate my goals and followed-up timely. She made sure she was available to answer questions. She’s a professional but she’s also personal and relatable. Her communication skills are excellent as well as her knowledge and wisdom. Selina orchestrated an amazing experience and still continues to ensure my financial questions and needs are met. I highly suggest and recommend partnering her for financial services.
5 /5

Cornerstone Financial - Mandeville

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.
5 /5

CSE Federal Credit Union - DeRidder

Jamie I went in on a referral from another bank member, when I was looking for the best place to open my business accounts. She mentioned that Michele Chapman the bank manager, was a great person to talk and work with. Tammy Barrow walked with me through the process of opening my accounts, and did an awesome, professional job! She was very patient, personable and kind. Michele is an amazing, also very personable, helpful, manager. She went above and beyond my expectations, in helping me with my business banking needs! I highly recommend CSE in DeRidder, for all and any banking needs! Jamie
5 /5

Pathway Advisors LLC - Alexandria

Jonathan Fischer Lovely office, and Carol was exceedingly patient with me.
5 /5

1st Franklin Financial - Morgan City

Kayley Giroir Very nice and understanding took the time to explain everything and go over options.
5 /5

Flagship Wealth Partners - Houma

Jimmie Price Exceptional customer service I became associated with Flagship Wealth Partners after inheriting part of my parent’s remaining investments. The customer service I experienced was really top notch. They knew I planned to transfer the portfolio to my current management company (which I have been with for ~30 years) and still managed the transition with genuine friendliness, commitment, and professionalism. Anyone seeking a financial advisor, would be well served by contacting Flagship Wealth Partners.
5 /5