Deupree James Wealth Management - Shreveport, Louisiana

Address: 5925 Line Ave #5, Shreveport, LA 71106.
Phone: 85621030.
Website: deupreejames.com
Specialties: Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Deupree James Wealth Management

☎️85621030

⏰ Open Hours of Deupree James Wealth Management

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Deupree James Wealth Management: A Comprehensive Overview

Deupree James Wealth Management, located at 5925 Line Ave #5, Shreveport, LA 71106, is a leading financial planning and investment firm that has been providing exceptional services to its clients for many years. With a phone number of 85621030 and a website at deupreejames.com, the firm specializes in financial planning and investment management.

Specialties and Services

The specialists at Deupree James Wealth Management are dedicated to helping their clients achieve financial success by offering personalized investment strategies and financial planning services. Their years of experience and expertise set them apart in the industry, as they are known for their in-depth knowledge and proficiency, making them "pro bowlers" compared to other wealth managers in the field.

Accessibility and Appointments

Deupree James Wealth Management is committed to providing a comfortable and inclusive experience for all clients, with wheelchair accessible entrance, parking lot, and restrooms available on-site. While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure the best possible service.

Client Reviews and Opinions

With a 5/5 average rating based on 5 reviews on Google My Business, Deupree James Wealth Management has garnered a strong reputation for its exceptional services. One satisfied client remarked, "Deupree James Wealth Management has served our family well for almost two years now. We have been truly appreciative of their service as it's given us peace of mind no matter which way the markets have headed."

Why Choose Deupree James Wealth Management

Deupree James Wealth Management stands out for its high level of knowledge, skill, and personalized approach to financial planning and investment management. Their dedication to their clients and commitment to delivering results have earned them a loyal clientele and a stellar reputation in the industry.

Final Recommendation

If you are looking for a reputable and experienced wealth management firm to help you achieve your financial goals, look no further than Deupree James Wealth Management. With their proven track record, personalized services, and commitment to client satisfaction, they are the ideal partner for your financial planning needs. To learn more or schedule an appointment, visit their website at deupreejames.com or call 85621030 today.

👍 Reviews of Deupree James Wealth Management

Deupree James Wealth Management - Shreveport, Louisiana

John J.

5/5

Deupree James Wealth Management has served our family well for almost two years now. We have been truly appreciative of their service as its given us peace of mind no matter which way the markets have headed. Our family has had other very capable wealth managers over the past two decades. Since joining Deupree James though, we've seen a whole 'nother level of knowledge and skill. To use a football analogy, they are pro bowlers compared to the rest of the players in the league. We wish we would have joined them sooner, but are very thankful to have them going forward.

Leslie O.

5/5

Ben James and Scott Deupree are a great balance and make a great team! They offer strategies to fit every risk profile. The entire team is knowledgeable, trustworthy and kind. I'm so thankful for their unique approach to wealth management and that I can trust they are looking out for my family's best interests.

Margaret M.

5/5

Want to make the best financial decisions for you and your family but not sure where to start? Or maybe you've been investing your entire life but feel you're missing that quick response and personal touch you and your money deserve? No matter where you are in your investing journey, Deupree James is for you!

Ben, Scott, Kathy, and Susan make up this incredible team. Their doors are always open, and they're always happy to see you. Having felt undereducated when it comes to my money (though I've been investing most of my adult life with another company), I cannot overstate how refreshing it is to come into a nonjudgmental space. They really treat you like family and protect your money like it's their own.

I work mostly with Ben, who is just phenomenal! Respectful and kind, his only aim is to invest my money the way I would if I had the reins (and the time and tools and education). His thoughtful approach means I know exactly how much risk I'm taking, and I know exactly which companies I'm supporting. Having my money in line with my values and morals makes me proud. Knowing my money is working hard lets me rest easy.

I cannot thank them enough for all they do. I'm sometimes amazed by the fact that they're in Shreveport. Who knew you could get world class investing right around the corner?

Greg W.

5/5

Deupree James is top notch, and I've put my money where my mouth is.

Matt S.

5/5

Great Local Financial Advisor Company.