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Any recommendations for a broker on the Northshore?
Posted on 10/7/14 at 6:38 pm
Posted on 10/7/14 at 6:38 pm
nothing too fancy, but moving some funds and $$ from Lafayette. and handle a couple of Roth's
TIA
TIA
4
Posted on 10/7/14 at 8:06 pm to lsuroadie
Posted on 10/7/14 at 9:45 pm to lsuroadie
Why north shore? More options in the city.
In Mandeville look up Jim Kropog
In Mandeville look up Jim Kropog
Posted on 10/7/14 at 11:13 pm to lsuroadie
Speaking as a financial professional...Jason Appe in Mandeville (JP Morgan Chase) is the best in the business. And I've been around a lot of them. FWIW, my parents use him also. I trust him that much.
Posted on 10/8/14 at 9:10 am to lsuroadie
Ponchartrain Wealth Management ask for Andy Prude. I'm a FA but this is the guy I would tell my wife to go see if I died.
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