Fantastic customer service and wonderful staff. Highly recommend for your financial planning and…read moreretirement strategies

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My wife and I bought our first home in New Orleans with the help of these great people,…read morespecifically Billy Persohn. We first found them through the great recommendation of our real estate agent. Billy answered all of my calls (many[/day) timely and always had an answer to my questions. I'm actually writing this review today because he answers calls from me on his personal cell when I need anything. I needed help figuring out the lending website today to get my tax forms and Billy found everything I needed. I never stress over this stuff because this guy is awesome!!!

We recently purchased a new home and Billy Persohn was our mortgage specialist. I can't say enough…read moregreat things about Billy. He worked very hard to get us the lowest possible interest rate and he made sure we were able to close right on time despite a few bumps in the road. He was easily accessible and returned emails and phone calls promptly. He is personable, honest and made us feel like we were his only clients. He is very knowledgeable and made this experience a lot less stressful for us. I would recommend Billy to anyone and will definitely use him for any of our future needs.

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