The Planning Center - New Orleans (LA)

Kay Notary name "Allison" is an bigot. I corrected her over the phone that Im a woman several times and she still called me sir because I have a naturally deep voice. Inconsiderate and rude. People who shove their views into a phone call shouldnt be working with the public

John Tribou After less than satisfying experiences with a couple of other advisors, a close friend who worked in the insurance industry and whose opinion I value suggested Chris Clayton and Cornerstone for help with my financial planning needs. He worked with Chris for his own financial planning so I knew his was a sincere recommendation. That was 20 plus years ago, and Ive been thankful for the introduction ever since. Working with Chris has been a blessing in every way. He and his whole team are knowledgeable, patient and pleasant while delivering excellent personalized service. Without reservation, I would recommend Chris and the Cornerstone team to anyone no matter their stage of life or current situation for help with their financial planning needs.

Jason Babin Very easy to communicate and work with. I had a limited amount of time to get things done on my end, and they were very eager and happy to help. I recommend everyone to first heritage. Unlike most companies ive dealt with the staff is very friendly and will put a smile on your face even if youre having a bad day.

Dean Lee Payday loans for bad credit from this service were a huge relief when I didn’t think I had any options left. The person appointed to assist me was patient and made the process feel simple and stress-free.

Marc Stevens Ive been using this group for more than five years now. They have always been professional, easy to get in touch with, and help me understand how my money is being used. I could not recommend them more highly! Brad has been beyond helpful for me and the entire team is great!

Susan Bynog I recommend using Jackson Hewitt Tax Service and our Professional Tax Preparer Mrs. Rivers to assist you in preparing your taxes. Weve used JHTS for several years now and Mrs. Rivers for the 2yrs weve filed while living in Natchitoches. She has been a great service to us in helping file our taxes with no problems. -Thank you again, Mrs. Rivers!

Sonia Holliday Courteous and thorough. Named the Friendliest City in the South..... definitely, small town feel!! Loved it!

Chris Juneau Great professional service by Mike and his team!!