Lincoln Financial Group - Alexandria (LA)

Matthew J James and Ryan at Capital South Wealth Management are the definition of consummate professionals. Each advisor offers a unique, forward-thinking perspective on investing in a way that is easy to understand for someone like me, without much experience in the financial sector. They are great about meeting with clients to hear their goals and work out a specific plan tailored to your future. What impressed me most was the fact that James and Ryan were so personable in addition to being so knowledgeable; with them, I do not feel like just another account, I feel like a friend. I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.

Kyleigh Graves I always have a wonderful experience here. The workers are so nice, especially Matthew!

Samantha Dauzat SHANNON & RAMONA MADE MY EXPERIENCE WITH DEEP SOUTH SO PLEASANT. I FELT AT HOME AND THEY HAD EVERYTHING ORGANIZED AND READY NO WAITING PERIOD AT ALL! THEY WELCOME YOU AND DONT HAVE ANYTHING NEGATIVE TO SAY. THEY FEEL LIKE FAMILY! THANKS GUYS FOR ALL OF THE HELP!

James Unfortunately they couldn’t help me on some delinquent accounts. The grace took the time and put forth the effort to fill in some gaps in information and processes on our end to try and keep this from happening again.

Dr Joyclen White Prevost Financial Professional with 30 years industry experience