3 Best Financial Services in Baton Rouge, LA

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.

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".