Jacque Leathem This team showed me how to open a brokerage account with my Fidelity work 401(k). We bought a lot of blue chip stocks like Apple, Google, and Amazon in 2013 and have never sold. We are all set for the long haul and I couldn’t be happier!
Joe Kopfler Lee Stiel is a valuable member of the Houma Terrebonne community. Lee has been willing to lend his hand and get involved in numerous charitable and civic projects. His sage professional advice has resulted in good returns on my investments. I recommend Lee as a financial advisor
Frances Wiggins Tareale Jackson is an awesome employee. She goes above and beyond to assist the customer. She makes you feel appreciated and respected.