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.

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

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!

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.

The more I sit down with Matt the more my eyes open to a much more secure financial future, not…read morejust for me but for our team member at Diversified Energy. I'm learning that its not as difficult and financially strenuous as I originally thought to offer company perks and incentives when combining the proper mix of products, services, and education. Kudos Matt!

From the owner: Keep More of Your Money! Grow Wealth with Less Risk…read more On average our first year clients are saving 20k to 150k in taxes. We work with and advise Individuals, Businesses, CPAs and Accounting practices throughout the country.

Great custodian. I've worked with them for sometime and I do not have any complaints.read more

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.

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.

Updating my review.. David Zanca of Blanchard & Company has…read morenever failed to give me stellar service and attention. I can't say enough about his dedication and trustworthiness.. I'm fortunate to have him as my agent at Blanchard!

This company is the ultimate scam artist. They will sell you collectible gold coins at over $900…read moremark up to the dot price of gold. They will buy from you the same gold coin UNDER the dot price of gold by over $150. I recommend that you never buy numismatic collectible gold coins. Stick to bullion coins. You'll get less ripped off.