Gregory Ricks & Associates - Total Wealth Authority

Category: Financial planner

Address: 2800 Veterans Memorial Blvd Suite 170, Metairie, LA 70002, USA

Phone: +15048329200

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–3PM

Saturday: Closed

Reviews

Richard E Rostrup

Nov 16, 2021

We entrusted Gregory Ricks and Associates with our financial planning years ago and haven't been disappointed...Nicholas Rhode has always been helpful and takes to heart our personal goals and needs. We cannot ask for better service and value now in our retirement years. Thanks for your professional guidance and direction with our investments. God's blessings

Joy Brown

Oct 5, 2021

A 14/4% return on our investment since June, 2020

Lynn Bourgeois

Oct 5, 2021

My investments have done well and I've always been treated with utmost courtesy by staff.

Michael Hudson

Oct 5, 2021

A great experience with a solid plan that meets my needs plus the guidance I need to make solid decisions as I grow older!

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Questions & Answers

I'm selling my interest in a camp on Grand Isle. I'd like to know means to shelter the money amount from taxation. Perhaps building a retirement home/ retreat. Thks. Van

Van Mire | Sep 20, 2019
Gregory Ricks & Associates - Total Wealth Authority | Sep 19, 2020

Van, We would love to hear more about your story. Give us a call at our office so we can see about helping you out. 504-832-9200

Hi, I'm 65 in April and now fully retired as of January 2021. Last year my tax bracket was 12%. Most of my savings is tax deferred. Should I begin small Roth conversions as I believe taxes can only go higher.

Richard Brown | Sep 19, 2021
Gregory Ricks & Associates - Total Wealth Authority | Sep 19, 2021

We would be happy to help you, give us a call at 504-832-9200

I have lost my job ,I have A 401 K AND A portable pension, I'm 53 and planning on seeking employment,where should I put my 401 k

Angela Austin | Sep 20, 2018
Gregory Ricks & Associates - Total Wealth Authority | Sep 19, 2020

Angela, many have been asking this same thing lately. Please give us a call at 504-832-9200 so we can personally address your situation. Looking forward to hearing from you.

Where do I find the Medicare guide download Brandon spoke about in the Medicare webinar

Ruth Whitman | Sep 19, 2021
Gregory Ricks & Associates - Total Wealth Authority | Sep 19, 2021

Hello Ruth, the download is here: https://gregoryricks.com/medicare-open-enrollment-is-here-are-you-covered-for-2020/

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