Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
| Website | http://www.gregoryricks.com |
| Employees | 18 (16 on RocketReach) |
| Address | 2800 Veterans Memorial Blvd Suite 170, Metairie, Louisiana 70002-, US |
| Technologies |
JavaScript
,
HTML
,
PHP
+29 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Legacy Planning, Financial Advisory, Capital Preservation, Portfolio Management, Investment Strategies, Retirement Planning, Wealth Management, Financial Planning, Investment Advisor, Retirement Portfolio, Asset Management, Estate Planning, Tax Planning, Financial Consulting, Investment Services, Retirement Accounts, Risk Management, Wealth Preservation, Long-Term Investing, Financial Security |
| Competitors | Fidelity Investments, Schwab Advisor Services, Northwestern Mutual, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, Wells Fargo Advisors, TIAA +38 more (view full list) |
Looking for a particular Gregory Ricks & Associates employee's phone or email?
Gregory Ricks & Associates Questions
Gregory Ricks is the CEO of Gregory Ricks Total Wealth of Gregory Ricks & Associates.
16 people are employed at Gregory Ricks & Associates.
Gregory Ricks & Associates is based in Metairie, Louisiana.
Top Gregory Ricks & Associates Employees
-
24
-
Stacey Ricks
Chief Financial Officer at Gregory Ricks & Associates
Metairie, LA, US25 -
Jennifer Luquette
Marketing Director at Gregory Ricks & Associates
New Orleans, LA, US15+ -
Lance Malter
Investment Analyst at Gregory Ricks & Associates
New Orleans, LA, US25 -
Mason Goynes
Wealth Advisor at Gregory Ricks & Associates
Texas, United States12 -
Luke Malter
Wealth Advisor at Gregory Ricks & Associates
Metairie, LA, US -
Shelby Ladner
Client Services at Gregory Ricks & Associates
Long Beach, MS, US3 -
11
Related Companies
