Lyndas Tax Services - Arcadia (LA)

Arelis Bruno Like most people I’m often worried with day to day events and immediate future that I place our long term goals in the back burner. Compared to previous experiences, Upbeat Wealth has provided us with tools to not only to manage our current finances and set goals for the future, but also has set in motion a system that allows us to revisit these goals constantly as life evolves and circumstances changes. Mr. Turi has provided a comfortable environment in which he guides us to set realistic expectations, helps us feel in control of our financial future and we feel actively involved in the decision making process.

Christy Sharon Charlotte and everyone in her office are very professional and extremely helpful. My husband and I are completely satisfied with their services. I would highly recommend Charlotte B. Willis to anyone looking for a financial advisor.

Katelynn Jones I’ve had a great experience with them they are very kind and nice and very helpful

Toni Lowery Great customer service. Monica Mclemore was Amazing!

Tod Working Katrice Below with BOM is an absolute joy to work with. Her professionalism and efficiency are unmatched, and she consistently goes above and beyond to address any questions or concerns I may have. Thanks to the financial assistance provided by BOM, I have been able to thrive in my business. Without a doubt, they are the number one bank in Natchitoches. Working with Katrice has been a true pleasure and has played a significant role in my success! Tod Working Owner of Natchitoches Bed and Breakfast (Judge Porter House, Queen Anne, Violet Hill and Andrew Morris House)

Patricia Richard Excellent service. Always ready to help