Stone Wealth Partners - Lafayette (LA)

5 /5 Glen Schoot: I recently retired from the military and worked with Josh Savoie to set up my investment accounts, and I couldn’t be happier with the experience! Josh took the time to understand my financial situation, including my current assets and future retirement income, and crafted a personalized investment plan that’s designed to grow steadily over time. His expertise in navigating investment strategies was invaluable, and he explained everything in a clear, straightforward way. I feel confident knowing my financial future is in good hands with a plan that’s tailored to my goals. Highly recommend Josh to anyone looking to secure their retirement!

5 /5 Sophia Spallino: I’ve been impressed with the professionalism and knowledge at this wealth management firm. They take the time to understand client goals and offer tailored advice that balances growth with risk management. The location is great and parking is easy, which makes it convenient to visit. I also appreciate being able to sit down face-to-face rather than doing everything online in this day and age. The team is attentive, responsive, and dedicated to helping clients feel confident about their financial future. I would recommend their services to anyone looking for a thoughtful and reliable approach to wealth management.

5 /5 Chris Snead: Stone Wealth Partners has been fantastic to work with. Josh is knowledgeable, professional, and truly cares about helping clients reach their goals. He makes everything easy to understand and gives clear, personalized guidance. Highly recommend!