Summit Financial Wealth Advisors - Shreveport (LA)

Richard Guidry Outgoing, Helpful, Great rates, and once their process begins they are amazingly smooth, and quick!

Christian Mehalic Best of the best!

Cheryl Phillips Tina is very professional and results driven. She’s efficient, timely and affordable.

Randall Norman Excellent customer service, did everything possible to help me. Ms Stella was amazing.

Joe Peters My wife and I initially contacted Ryan around the time we got married. I had fairly substantial student loans and I felt that I needed advice about the best approach for paying them down while continuing to address all the other financial needs of our growing family. What started as a need to address what to do with my student loans quickly grew into a holistic look at our financial picture. Flash forward several years, my student loans are consolidated and being aggressively paid down (so close), and we have an accurate understanding of how to prioritize our spending and savings to do the things we value most with the resources we have. In the many years weve worked with Ryan, hes saved us money by helping us make financial adjustments both big and small. He set us up for financial success with everything from saving for vacation, to buying a new home, to planning for our daughters future, to our retirement. I cannot recommend Ryan enough.

Roland Caryn I have been using Toni Ladnier CPA for almost 12 years now. We started off using her for our business, now she does our business and personal monthly books + our familys taxes. I cant imagine using anyone else. We used a big, corporate company in the very beginning, but it was too hard to communicate and get information, so we switched to Toni. Toni and her staff are so wonderful. They are professional, friendly, helpful, eager and always so quick to reply. I realize we are one of many clients Toni and her team service (and we are a small business), but they always make me feel like Im their favorite and most important client. During the years, Toni has advised us personally and professionally in ways which have saved us thousands of dollars. Our PPP paperwork was one of the first to be submitted because Toni and her staff worked all weekend to prepare documents for the ever-changing requirements. I just cant say enough good about Toni and her business. I trust them wholeheartedly and am so appreciative of the outstanding job they do every day!