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.

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.

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.

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.

Many years ago, when I started thinking about how I should plan for retirement, I began listening…read moreto Gregory Ricks on the radio and was impressed by his genuine desire to help others with the strategic financial advice he gives to his callers. A few years later after interviewing several financial advisors, I made the decision to hire Gregory Ricks Total Wealth and I'm so glad that I did. It was then and continues to be the best financial decision I ever made.  From our very first meeting, Gregory Ricks has always stressed that when planning for retirement, the most important thing is not to run out of money. A sound diversification strategy has ensured that my portfolio weathers market volatility and shows steady growth. The customer support and guidance that I receive on a regular basis from the entire team at Gregory Ricks Total Wealth is second to none. I can honestly say that Gregory Ricks has really helped me to feel financially secure and the peace of mind that comes with that is priceless. I highly recommend Gregory Ricks Total Wealth.

Best thing I ever did was to have this firm manage my financial growth…read more They are a caring and competent firm with great people from the receptionist to Gregory. He trains them very well. Every staff member is part of a team that looks out for their clients. My wife and I have definitely prospered in the last 14 years. My one regret is that I should have done this earlier. Mason Goynes is on top of everything and keeps us informed.

This is the second year in a row that we had CMR Associates do our taxes. This year was much more…read morecomplicated and we weren't prepared until crunch time. We had to file on time, and he got it done! Up to date on his ability to conduct business entirely electronically if you like doing your taxes in your pajamas, Charles is also approachable within minutes of a text or phone call. Great job!

From the owner: CPA Tax Accounting Investments Certified Public Accountant Business Valuation Payroll Bookkeepingread more

I highly recommend Denton Wealth Strategies. They have brought very strong results for my…read moreinvestments, and a huge amount of learning. Sam has very patiently and thoroughly explained his approach to me in such a way that I felt very comfortable with his recommendations. Additionally, Sam has become a good friend, and I have found him to be a man of integrity and conviction.

From the owner: I Help Investors and Retirees Outside of Wall Street through Self Directed IRA Consulting and…read morePrivate Lending. My practice consists of tailored financial strategies to put the consumer/business back in control, "alternatives"outside of Wall Street, and risk management planning to protect what is relevant to them.

With an attentive , personable financial advisor who is completely trustworthy and well known…read morewithin the westbank community including a staff that treats you like family, your financial future would be in good hands. It's time to take charge and think ahead! I wouldn't go anywhere else.

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.