Chamber of Commerce

      MATTHEW JAMES Tax & Wealth Management

      ( 2 Reviews )

      MATTHEW JAMES Tax & Wealth Management
      Owner Verified
      Owner Verified
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Friday:
      8:30 AM - 12:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (2 reviews)
      2
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      0
      0
      0
      Read Our 2 Reviews

      Chamber Rating

      Verified Member
      5.0 - (2 reviews)
      2
      0
      0
      0
      0
      › ‹
      • John Mouton

        I've talked to a lot of advisors looking for the right one, and I finally found one who get's it. These people know more about how income and taxes will affect my retirement than anyone I've talk to.
        Aug 26th, 2023

      • Brian Leleux

        Great staff. Super smart, really on top of the market and all the new government and tax changes.
        Oct 7th, 2022

      • Kate Orchard

        John is so knowledgeable about all the options out there to help me prepare for retirement. His office staff is so friendly and welcoming. While I am not quite ready to retire, now I have a plan in place to help make the most of my savings when I get to that point in my life. I can not recommend them more!
        Aug 19th, 2022

      Read Our 2 Reviews

      About
      MATTHEW JAMES Tax & Wealth Management

      Wealth management, tax planning and income stream strategies for people who are either nearing, or in, the retirement phase of their life. 

      We specialize in strategies for people who have $500,000 or more in retirement assets. 

      We offer customized plans tailored to each individual's unique situation to maximize your income while reducing your tax burden.

      Contact Info

      •   337-366-8366

      Services

      • Retirement strategy
      • Financial Planning
      • Long Term Care Planning
      • Wealth Management

      Questions & Answers

      Q What is the phone number for MATTHEW JAMES Tax & Wealth Management?

      A The phone number for MATTHEW JAMES Tax & Wealth Management is: 337-366-8366.

      Q Where is MATTHEW JAMES Tax & Wealth Management located?

      A MATTHEW JAMES Tax & Wealth Management is located at 1011 Coolidge St, Lafayette, LA 70503

      Q What is the internet address for MATTHEW JAMES Tax & Wealth Management?

      A The website (URL) for MATTHEW JAMES Tax & Wealth Management is: https://matthewjames.com/

      Q How big is MATTHEW JAMES Tax & Wealth Management?

      A MATTHEW JAMES Tax & Wealth Management employs approximately 20+ people.

      Q What days are MATTHEW JAMES Tax & Wealth Management open?

      A MATTHEW JAMES Tax & Wealth Management is open:
      Friday: 8:30 AM - 12:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:00 PM
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM
      Thursday: 8:30 AM - 5:00 PM

      Q How is MATTHEW JAMES Tax & Wealth Management rated?

      A MATTHEW JAMES Tax & Wealth Management has a 5.0 Star Rating from 2 reviewers.

      Hours

      Friday:
      8:30 AM - 12:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM

      Ratings and Reviews
      MATTHEW JAMES Tax & Wealth Management

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
      0
      0
      0
      0
      Write a Review

      John Mouton on Google

      image I've talked to a lot of advisors looking for the right one, and I finally found one who get's it. These people know more about how income and taxes will affect my retirement than anyone I've talk to.

      Business Response on Google Aug 24th, 2023
      Thank you, John! We appreciate the review and your support.

      Brian Leleux on Google

      image Great staff. Super smart, really on top of the market and all the new government and tax changes.

      Kate Orchard on Google

      image John is so knowledgeable about all the options out there to help me prepare for retirement. His office staff is so friendly and welcoming. While I am not quite ready to retire, now I have a plan in place to help make the most of my savings when I get to that point in my life. I can not recommend them more!

      Business Response on Google Nov 22nd, 2022
      Thank you Kate! We appreciate your kind words.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
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      0

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