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BEST RATED BATON ROUGE, LA FINANCIAL SERVICES

3 Best Financial Services in Baton Rouge, LA

Expert-recommended Top 3 Financial Services in Baton Rouge, Louisiana. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Brian Low Financial Group - Baton Rouge, LA Financial Services
Brian Low Financial Group - Baton Rouge, LA Financial Services
Best Financial Services in Baton Rouge LA - Brian Low Financial Group video
6+ YEARS IN TBR
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BRIAN LOW FINANCIAL GROUP

(4.8 Score)
4463 Bluebonnet Boulevard, Suite B,
Baton Rouge, LA 70809 Directions

Since 2007

Specialty:

✓ Trusts ✓ Probate ✓ Charitable Giving ✓ Estate ✓ Tax and Ira Legacy Plannning ✓ Retirement Income and Wealth Accumulation Strategies ✓ Asset Protection ✓ Annuities ✓ Life Insurance ✓ Tax Minimization ✓ Long-Term Care ✓ IRA ✓ 401(K) Rollovers

“Brian Low Financial Group is an independent financial services firm that helps individuals create retirement strategies using various investment and insurance products. Brian Low is dedicated to helping you plan for the next chapter of your life. He aims to help you reduce your risk, increase your income, and preserve your wealth for a future you truly enjoy. He earned a bachelor's degree in finance from Southeastern Louisiana University and started working in the insurance and annuity industry in 1998. Today, he is a popular financial professional who can offer investment and insurance products and services. His clients include wealthy individuals and families, business owners, executives, professionals, and retirees.”

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License 36440201K

Contact:

(225) 292-4225

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Highland Wealth - Baton Rouge, LA Financial Services
Highland Wealth - Baton Rouge, LA Financial Services
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HIGHLAND WEALTH

(4.7 Score)
1 Smart Wy, Suite 101,
Baton Rouge, LA 70810 Directions

Since 2010

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Asset Management ✓ Business Planning ✓ Succession Planning

“Highland Wealth is your top-tier multi-generational wealth management partner. With over 100 years of combined experience, their team delivers the personalized investment and insurance plans that help you to live a fulfilling life after retirement. They seek to excel in partnering with clients across generations and industries, guiding them to achieve their financial and personal aspirations. Highland Wealth's strength lies in building connections and delivering personalized, all-encompassing solutions covering areas such as retirement planning, investment management, and strategic tax planning. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.”

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Contact:

(225) 408-4569

Mon-Fri: 7am - 6pm
Sat&Sun: Closed

TBR® Inspection Report:

JCN Financial & Tax Advisory Group, LLC - Baton Rouge, LA Financial Services
JCN Financial & Tax Advisory Group, LLC - Baton Rouge, LA Financial Services
JCN Financial & Tax Advisory Group, LLC - Baton Rouge, LA Financial Services
Best Financial Services in Baton Rouge LA - JCN Financial & Tax Advisory Group, LLC video
9+ YEARS IN TBR
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JCN FINANCIAL & TAX ADVISORY GROUP, LLC

(4.7 Score)
18212 East Petroleum Drive, Suite 3A,
Baton Rouge, LA 70809 Directions

Since 2002

Specialty:

✓ Tax Planning ✓ Retirement Planning ✓ Investment Planning ✓ Financial Planning ✓ Equity Valuation

“JCN Financial & Tax Advisory Group, LLC offers personalized guidance and ensures you understand your investments and finances. John Neyland is the founder and CEO of JCN Financial & Tax Advisory Group, LLC. John specializes in retirement planning with a concentration in tax efficiency and distribution strategies. John is a well-known and respected investment advisor representative, holding a Series 66 securities license. His bedrock investment philosophy, which focuses on managing volatility, capital preservation, and prudent, value-oriented investing, is the core foundation of the JCN strategy. Contact JCN Financial & Tax Advisory Group, LLC today to arrange a consultation and embark on the journey to achieving your financial goals with confidence.”

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License 42740866K

Contact:

(225) 755-0488

Mon-Thu: 9am - 5pm
Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BRIAN LOW FINANCIAL GROUP REVIEWS

I've been with Brian for almost 8 years. I appreciate the time he takes to answer my questions and sometimes he has to answer them again next year until I "get it". I have been very satisfied and I am satisfied that I was given good advice for my particular circumstances. That opinion was verified when someone else tried to sell me their product. They said they couldn't offer me anything better.

Brian Low is an independent fiduciary financial advisor that helped me tremendously in achieving my retirement goals. As an independent advisor, he has the ability and takes the time to research a wide variety of investments that are tailored to his clients individual goals. The staff is professional and is extremely helpful in resolving your questions and concerns.

Presents number of options to better your financial status. Knowledgeable and understanding of your wishes. Office staff very helpful. Very easy to schedule an appointment.

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HIGHLAND WEALTH REVIEWS

After acquiring a 47 year old company, the Highland Wealth team helped us establish our 401-K plan and helped employees transition to the new company by seamlessly rolling over their assets. They are currently aiding in the investments of our company with special emphasis on tax savings and investments. The team is very knowledgable and accommodating. Sterling Broussard

The Highland Wealth team has done wonders over the years for my family. Super knowledgeable and professional. I highly recommend them to anyone

Very welcoming and knowledgeable. I did not feel pressured into anything like I anticipated. Phillip and Madison were awesome.

JCN FINANCIAL & TAX ADVISORY GROUP, LLC REVIEWS

John and his team are marvelous. They helped me get all of my little bits of savings here and there consolidated. Now I understand exactly what is going on with my retirement money. I had most of it in one of those chain investors that my employer brought in, and it wasn't making much money. John changed that! I'm not rich, just a middle-class gal, but John and his team treat me like a princess. He's intelligent, patient, and concerned with my life. He knows the markets, watches them diligently, and explains what he is doing and why. For the first time in my life I feel like I have a financial planner who is doing what's best for ME instead of using me to make money for their national chain company.

I don't usually pay attention to John's reports... but I hear them in the background. And I enjoy hearing the upbeat tenor of his voice when my wife is watching. She minds our savings assiduously and with gusto, and I'm comfortable leaving it mostly up to her. It's a funky financial time but I believe our money is in a good place. And I did watch this weekly update from John and, must say it is equally pleasant to watch John on video as it is to just listen.

Moving away from the Baton Rouge area was hard. I miss the events and people with whom I have grown accustomed. The You Tube approach has replaced some of that interaction. It is good to hear John with his quick fire presentations with facts about "our market".

TBR® Inspection Score Report

BRIAN LOW FINANCIAL GROUP Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Review Analysis: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

HIGHLAND WEALTH Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Responsiveness: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

JCN FINANCIAL & TAX ADVISORY GROUP, LLC Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Hours: 9
Reviews Accuracy of : 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10