Evans Financial Group is a financial services firm that operates independently, providing clients with retirement strategies that use a range of insurance and investment products tailored to their needs and goals. Their professionals can assist you in creating a solid financial plan that takes into account your unique needs and concerns, employing a variety of investment and insurance products and services. The company specializes in helping clients develop retirement strategies that employ a variety of assets and insurance products that suit their specific needs and goals. By assessing your current financial position, they can help determine what you need for retirement. To set up a meeting, you can get in touch with them.
3 Best Financial Services in Shreveport, LA
Expert recommended Top 3 Financial Services in Shreveport, 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.
EVANS FINANCIAL GROUP REVIEWS
We attended an Evans seminar in the Fall of 2019. We were very impressed with the presentation. We were with another investment firm. We weren't sure about switching until Covid arrived in 2020. We watched as our portfolio went down. The other firm was not very concerned with our worries. We made an appointment with Evans Financial Group. We met with Dave Evans. We immediately trusted him and we moved our portfolio to Evans. Trust is very important to us. We trust all the group at Evans and feel they have OUR best interests at the forefront. We are not wealthy people but the folks at Evans treat us as if are at the top of the ladder. What more could we ask for? Mike and Rachel Bates
Evan's Financial Group is 1st class, all the way. Dave and Colin are not just my financial advisers. They have become people I can trust with my life savings. They are really personable and trustworthy. When I'm going through personal issues that they are aware of, they reach out personally. Thier office personnel treats you like family. Of course, Dave never lets a lady leave the office without a rose. They make you feel special. This was not the 1st company I had an annuity with, but they are the last.
Evans Financial has been helping my husband and I for many years. We consider them friends at this point. Now that we’re retired we need our money to continue growing so we can realize our senior dreams. With a crazy market Dave checks in to discuss options and I appreciate that so much. We had choices but we made the best one choosing the Evans Family. Thank you Dave, Colin and all the office associates!
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Cornerstone Investment Strategies is an independent firm located in Shreveport, Louisiana. The Firm takes a proactive approach to assist its clients in efficiently developing a plan to meet their financial goals and objectives. Their primary mission is to understand and comprehend their client's needs, wants, and long-term goals. Additionally, they aim to gain an understanding of their client's personal situations and identify their goals, dreams, and risk tolerance. Their foundation of success is based on building long-term relationships that encourage open and honest communication. They are committed to using all their resources to help their clients pursue their goals by developing, implementing, and monitoring a strategy designed to address their situation. Don't hesitate to get in touch with them to schedule an appointment.
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Sat & Sun: By Appointment
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CORNERSTONE INVESTMENT STRATEGIES REVIEWS
Over the years, they have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
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Fulco Capital Management, LLC is an established financial planning firm based in Shreveport, Louisiana, founded by Walker. As an Investment Advisor, Walker specializes in providing portfolio management services, financial planning, and investment banking solutions primarily for affluent families and small businesses. He also offers retirement planning guidance to complement his holistic management approach. His investment strategy is based on a forward-looking approach to economic conditions, a thorough analysis of investments, and an objective outlook. Fulco Capital Management, LLC recognizes that its clients have needs that go beyond their portfolios and strives to service those needs with minimal conflict and additional fees. In addition, they work with trusted partners to provide valuable additional services.
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FULCO CAPITAL MANAGEMENT, LLC REVIEWS
Walker Fulco handled my mother's estate for years, growing its value impressively. Working with him on my family's behalf, I recognized the quality of their advice and commitment. I was so impressed, I placed all my investments under his supervision. I have seen the steady growth my mother enjoyed. But aside from the financial performance, Walker goes far and above with personal service, one-on-one meetings and planning sessions. The Darden group sets a standard that would be pretty darn difficult to match. I recommend them without hesitation.
Always available, manages accounts well for financial growth and professional while providing easy to understand answers. Walker is the best.
Walker Fulco helps my mother with her finances and is absolutely amazing! He's always there for her - even with non finance related questions/life events! Thanks Walker.
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