Physicians Resource Group

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610 City Park Ave
New Orleans, LA 70119

Physicians Resource Group is a comprehensive financial services firm specializing in providing financial planning and wealth management solutions to physicians nationwide. With over 25 years of experience working with doctors, they understand the unique financial goals and challenges faced by medical professionals. Their objective financial advice and tailored services, including comprehensive financial planning, investment management, retirement planning, insurance planning, tax planning, and estate planning, ensure that physicians can trust their financial health is being handled with utmost care.

Physicians Resource Group's mission is to enhance the wealth of their clients through their comprehensive financial planning process and wealth management solutions. They pride themselves on their ability to guide clients in various financial topics, offering trusted services that provide peace of mind. Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC, with securities cleared through Charles Schwab Co, Inc. Tax and insurance services are provided by Physicians Resource Group.

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Reviews

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3.53 reviews
Photo of Philip H.
Philip H.
3/20/2020

Although I'm disappointed to hear they can no longer do our business returns since our business has grown so much I am pleased to hear them explain why. I was first left with the wrong impression...

Photo of Robert H.
Robert H.
1/5/2021

We engaged them previously to handle our taxes. Basically after collecting all our information, filing an extension and no movement, we were told they would not be able to handle them. By this...

Photo of Eli C.
Eli C.
5/10/2016

We have had nothing but good experiences with this organization, from advice on dealing with student loans, financial planning, and even our taxes. We are impressed with how hard they work for,...

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