Integrity RIA, LLC :Retirement Planning for First Responders - Lafayette (LA)

5 /5 Jacque Leathem: This team showed me how to open a brokerage account with my Fidelity work 401(k). We bought a lot of blue chip stocks like Apple, Google, and Amazon in 2013 and have never sold. We are all set for the long haul and I couldn’t be happier!

5 /5 Patrick Menard: They helped me understand disability insurance, whole life insurance, long term care Insurance and manage my portfolio. Very happy.

5 /5 Scotty Verret: Shawn is absolutely fantastic! He went out of his way to meet with us on Saturday morning since our schedules didn’t align during the week. He took the time to thoroughly review our Schwab accounts, made thoughtful adjustments to our 401(k)s, and even showed us how to maximize the interest we earn on our Capital One bank accounts—something we hadn’t realized we were missing out on. We really appreciate his expertise, dedication, and flexibility in working around our availability.

5 /5 Libby Blanchard: Someone from my job recommended integrity. They helped me understand where my money was and how much more the other places were charging me. We have done things for my kids and Roth IRAs and also my work retirement plans. Very pleased.

5 /5 Elaine Picou: Integrity has surpassed our expectations. They are always so kind & helpful. They’re like family! Our investments have increased so much since we switched to them. They are always in touch with us, giving us up to date information. We are so very satisfied. At 1 out 10 they are a 20!