I can't estimate how many people I've sent to Upperline Financial and how positively they've…read morereflected about their experiences. Though it'd been two years since I'd seen him, Jude (the owner) recently introduced me to one of my new favorite people because he recognized our compatibility. Jude is one of the most gracious, intuitive, and empathetic professionals I have ever had the pleasure to work with. If you're looking for financial planning support or to work through some of your money blocks (I tease that he's my money therapist), I can't recommend Upperline highly enough.

From the owner: We are a fee-only financial planning firm based in New Orleans. Our unique process helps people…read moreget clarity on their goals, and then guides them as they take the steps towards their ideal life.

I went to the new office on Vets with several changes to my accounts, moderately complicated, to be…read moredone. Ms Boudreaux provided excellent service & explained everything. At the conclusion, she gave us her card so we can call her with any other concerns. She was so nice & professional, exceeding expectations.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I have utilized the Ricks Team since 2014. They have done a great job for me and I have seen…read moreamazing results. Brandon Blanchard is great to work with, and so is their entire office. They care about me and my financial results. I highly recommend them!

Great staff! Everybody quite polite and knowledgeable, truly able and willing to assist!read more

Great place! Excellent customer service and always sound advice. Multiple people recommended…read moreChuck Simmons and his team to me when I was looking for a financial advisor. I just wish I would have found them sooner.

I am in the process of moving some investments to Waterfront Wealth Management.  So far the process…read morecould not have been smoother, and Rufus and his team have gone above and beyond to answer any and all questions asked.  I expect great things, and have heard great things about Waterfront Wealth Management and can't wait to continue working with them for many years to come.

Rufus and his team are first class. I use Waterfront both personally and for my business. I highly…read morerecommend this company. From the moment you walk in the door to the office, you are greeted warmly. The entire team is professional and I know that I am in good hands.

Ryan's ability to apply world-class financial wisdom in very personalized ways that meet you where…read moreyou are is next level. I was most impressed by his generosity and integrity, though. After meeting with me for an hour and dispensing TONS of worthwhile guidance and advice, he actually advised me that continuing to work with him wouldn't actually be the most financially beneficial option for me! I love few things more than when people are real enough to let you know what they are offering isn't the best option for you...I think it's a one of the highest water marks of character there is. And, that's Ryan. Go see this guy. Seriously. Absolutely worst case scenario, you will walk away with tons of free wisdom with no strings attached. Can't speak highly enough about him. Wish there were ten stars.

My company hired Deliberate Finances to offer a financial literacy class to our employees - mostly…read moreyoung people with no background in finance. He created a curriculum that covered a range of important topics (debt, retirement, home-buying) in an in-depth way without either using too much jargon or talking down to anyone. Our employees who took the class really appreciated it and got a lot out of it. Knowledgeable, personable, and trustworthy. Highly recommend.

Sandra is wonderful!! She spends lots of time with her clients. It is a treat for me when I get…read moreto meet with her and discuss investments. It is also wonderful having someone I KNOW I can trust with my money!