I’ve been working with Debby Anselmo for almost 20 years and couldn’t be happier. What makes her special is her genuine concern for helping people. Because she’s an independent advisor with multiple licenses and registrations, she’s able provide custom solutions specifically designed to meet the needs and goals of each client. If one of my friends had questions about retirement or financial planning, Debby is whom I would tell them to call first.
- C. Bankston, Prairieville, LA
After experiencing several “big name” financial investment firms, what I dub “Divest then Ditch them” protocol, I met Debby Anselmo through a family member. As a busy female professional, I needed someone who would care about my finances as much as I do, and I definitely found that with Debby. She takes the time to get to know her clients, learning what is important to them in the short and long term, therefore designing investment strategies specifically for the individual. You are not just a number or a paycheck with Debby. She routinely checks in with me regarding any changes in my personal circumstances that may warrant changes to my investment goals. It is definitely a comfort knowing I have someone looking out for me and my future.
Thank you, Debby “Trip” Anselmo!
- S. Rushing, Baton Rouge, LA
I have known Ms. Anselmo for 40+ years both personally and professionally. I would like to start by saying that my time spent with Ms. Anselmo has been an amazing experience and has paid off in all areas of my expectations, and then some. She is an excellent and trusted advisor. She is patient, and explains in detail all aspects of your financial decision to make sure that you understand. I will continue to use Ms. Anselmo's services with the utmost confidence that she will always do what is most beneficial to me as her client.
- N. A., St. Amant, LA
I’ve been with the Anselmo group for several years now, her staff is very friendly & helpful, they’ve always gone over & above what I’ve thought customer service should be. Debby Anselmo handles all of my financial needs from financial planning, 401K rollovers, long term care to life insurance. I knew when I first talked to her, she was the one I could trust. She listened & asked all of the right questions.
Debby, thank you & your staff!
- Ken B, Baton Rouge, LA
Ms. Anselmo has been our financial advisor for about 20 years. She assisted in our retirement planning by advising us on a catch-up payroll deduction deferred comp plan which we initiated before we retired. She was instrumental in helping us transfer inherited investments into our account and with a 1031 property exchange. She is also a notary and assisted with a real estate purchase and has notarized several documents for us over the years. She has advised us on our portfolio and RMDs (required minimum distribution) since our retirement. She is a hands-on advisor, meeting with us several times a year to discuss our options and guide us. She completes all required paperwork in an efficient and competent manner. She is friendly, knowledgeable and professional, and I recommend her without reservation.
- Gayle, Baton Rouge, LA