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Branch Wealth Strategies
- Financial Services
- Covington, LA
About this business
If you want to work your whole life that's your business, if not, that's my business. I work with two types of people: 1. folks within a 24 month window of retirement trying to make sure their income can be maximized using strategies that are sound not left up to just chance, and 2. folks trying to determine how to get themselves in an optimal position with their savings to not just accumulate a sum of money but have that money produce the desired income, liquidity, and legacy in that order of priority.
Location details
201 Holiday Blvd #400, Ste 400, Covington, LA, 70433, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedJack Branch always has his clients best interest at heart..very knowledgeable and professional. He's an okay fisherman too!!
Jack Branch always has his clients best interest at heart..very knowledgeable and professional. He's an okay fisherman too!!
My wife and I have used Jack Branch / Branch Wealth Strategies for a number of years. We appreciate their fresh take on current investing options, communication, and sincere concern for your future financial stability.
Jack and his team are always professional, honest, and trustworthy. He has given my family great financial guidance for several years. Jack helped educate us on financial concepts and investment strategies that i never considered. He thinks outside of the box and is always willing to meet and discuss our concerns and questions. Jack also has a great professional network that has benefited us on several occasions. If you want an active team managing your money set up a meeting with Branch Wealth Strategies.
A trusted friend recommended Jack to us a number of years ago (I forget how many) and I am so happy that we switched our financial management to him. He has given us excellent advice and has become a good friend and trusted source.
We have been clients of Branch Wealth Strategies for about six years now and have been extremely satisfied with both the quality and depth of service and other related recommendations. Our investments have grown at rates greater than prior to us shifting them, and we appreciate the easy and friendly office atmosphere.
I have met with Jack on numerous occasions to discuss future of my businesses, my long term and short term goals, advice, and sometimes just to see if I was thinking wrong. I have life insurance from him as well. Very smart guy here. Listen to you and the details. One of the best guys I met so far to have long term conversations about many different topics. I'd recommend him to anyone I know. Thanks Jack Branch!!! Have a great day.
Jack does a great job explaining how to meet your short and long term goals. A trusted partner.
Helped me find life insurance from an excellent company without breaking the bank.
Frequently asked questions about Branch Wealth Strategies
How is Branch Wealth Strategies rated?
Branch Wealth Strategies has a 4.7 star rating with 18 reviews.
When is Branch Wealth Strategies open?
Branch Wealth Strategies is open now. It will close at 5:00 p.m.
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