Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC - Lafayette, Louisiana

Address: 714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508, United States.
Phone: 3372356233.
Website: bentleyadvisor.com.
Specialties: Financial consultant, Financial institution, Financial planner, Life insurance agency, Stock broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

Location of Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC

3372356233

Bentley & Co Wealth Management is a renowned financial advisory firm located in Lafayette, Louisiana. The firm is under the leadership of Carlo Bentley, who holds the esteemed credentials of AIFA and PPC. With an address at 714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 7

Reviews of Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC

Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC - Lafayette, Louisiana

Brock Angelle

5/5

Chase and his team at Bentley & Co. are thorough and knowledgeable. Chase was able to help me move some investments around and my retirement account is now doing better than ever!

Jennifer Yore

5/5

Knowledgeable, trustworthy, and thorough, Bentley & Co provides excellent financial investment advice and insight. They are reassuring and confident, but also offer their time and patience to explain investment decisions so that you are able to engage in account decision-making at whatever level you feel most comfortable. We have been very happy with keeping our accounts with the team there and highly, highly recommend Bentley & Co.

Mike Ludwick

5/5

Carlo and his team do a fantastic job, and give me security in my financial future, I recommend them to my parents and all my loved ones. This firm will help you build your financial portfolio and help manage it for and in retirement.

Alex DiPietro

5/5

Carlo and his team are very kind and easy to work with. Really great at communication and knowledgeable in the investment field. I'm happy I'm working with this company towards reaching my financial objectives.

LaneVids Travel Vlogs

5/5

Carlo and his team at Bentley & Co. are extremely professional and knowledgeable. You should book a call with them if you are looking for a great advisor.

Janna Robichaux

1/5

Very rude I was asked to leave because I was asking for information about my mother's account that I had power of attorney of.

Carlton Bell

5/5

Very knowledgeable about annuities and retirement products.