UBS Financial Services Inc. - Baton Rouge (LA)

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.

Emily Jocius Sara is always a rockstar! As the listing agent in the transaction, Im always excited to see Assurance on the preapproval, especially when its from Sara! Fantastic communication every step of the way, and always able to close early! Love love love! Thank you for you hard work and making it look so easy!

Nishs Martinez Dee Jarvis is awesome! He went over and beyond assisting me with getting the job done. He is truly a blessing!

Joshua Williams I love the service. The process was quick and raised my scores by 110 points im 3 months. Thanks guys

Billy McD Kayla has managed my money for years, even before Sapphire. She has earned my trust, to the point when my son asked how he should start investing, I simply gave him her number.

King store Dj Mrs Tiffany is professional and has great customer service. If you need a loan go see her.

Joshua Spencer I hate loan companys.. Alot of predators out there.. BUT, these guys are fair. And honest! Ive been dealing with them for a while now without ANY problems. Even when i was a little late,there were no threatening calls or letters,which is always a plus. Id definitely recommend this company✌

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