Platinum Financial, LLC - (Near Lafayette, LA)

5 /5 Joseph G. Vallee: Great place to put money to work. Financial professionalism in regard to your investments!

5 /5 Cathrine Duex: Rory is easy to understand and I trust him completely. Josie runs the office and is very helpful. They have made my husband and I feel very good about getting someone to help us through this crazy retirement time of Covid, Inflation, etc. I told Rory I want to be that the couple that comes in and says we have changes, we need… He has also been extremely patient and helpful with a difficult account we have been trying to rollover from Texas. What a pain these people are. Can’t wait to be done and have the money in accounts with Platinum Financial and be able to get to our money. Very happy!

5 /5 Bart Viator: Rory is very helpful to us. Thanks for your assistance.