Bernard Wealth Management - Ameriprise Financial Services, LLC - Baton Rouge (LA)

kenneth carter My experience with the company has been one of excellence.

V C Tower Credit has been amazing. Any time I needed extra time to pay they have shown me so much grace. Jenny explains everything and makes sure there are no questions. Cory is funny and friendly. Bethany was so patient helping me with my papers. Tower staff is just the best!

Ms Parker The staff always gave me exceptional customer service

Dana Springer Ms. Angie is always responsive and friendly. She will go the extra mile to help her customers get approved! Thank you Ms. Angie for working with Carpro Auto Sales.

Lakosha Chambers Angelle Tatum was my financial representative, Miss Tatum has a true love for helping others find ways to become financial free. She has helped me tremendously on creating a financial plan that my future self will thank me for later.

Erin Alvarez Gavin and his team at Highland Wealth are wonderful! From our very first meeting they took the time to answer all of our questions giving us insightful information and formulated a detailed game plan to follow in order to achieve our financial goals. We are thankful to be in such great hands!

Edna Cosey My experience with Mrs. McClure today was so pleasurable. Each time I encounter her, whether in-person or via telephone, she makes me feel like a valued client. She is so patient and personable, yet maintains an aire of professionalism. All of my questions are answered , no matter how simple they may have been. I did not feel rushed and left her office with a feeling of total satisfaction. Mrs. McClure is certainly an asset to your staff and Business. It’s staff like her who keeps me confident in the fact that I have the best company to handle my financial needs. Thank you.

Matthew J James and Ryan at Capital South Wealth Management are the definition of consummate professionals. Each advisor offers a unique, forward-thinking perspective on investing in a way that is easy to understand for someone like me, without much experience in the financial sector. They are great about meeting with clients to hear their goals and work out a specific plan tailored to your future. What impressed me most was the fact that James and Ryan were so personable in addition to being so knowledgeable; with them, I do not feel like just another account, I feel like a friend. I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.