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Gregory Ricks & Associates - Total Wealth Authority
2800 Veterans Memorial Boulevard, Metairie, Louisiana 70002
About the Gregory Ricks & Associates - Total Wealth Authority
Gregory Ricks & Associates - Total Wealth Authority is a finance and legal institution located at 2800 Veterans Memorial Boulevard in Metairie, Louisiana, United States. At our institution, we offer a personalized financial Guided Planning System® process to help you assess your current financial situation, identify areas that need attention, and make recommendations based on our findings.
When you schedule a visit with us, you will receive an interactive written plan through our Guided Planning System® (GPS) that will serve as the foundation for implementing and managing your retirement plan with us every step of the way.
With additional locations in Mandeville, Gulfport, and Baton Rouge, we provide insurance products through Gregory Ricks & Associates, Inc. and investment products and services through AE Wealth Management, LLC. Our team of professionals can assist you with tax and legal advice through our strategic partnerships with tax professionals and attorneys.
Please note that investing involves risk and no investment strategy can guarantee a profit or protect against loss. The information provided on our website is for informational purposes only and should not be used as the sole basis for financial decisions. We are dedicated to helping you achieve your financial goals and secure your ideal future. Contact us today to learn more about our services.
Photos of Gregory Ricks & Associates - Total Wealth Authority
2800 Veterans Memorial Blvd Suite 170, Metairie, LA 70002, United States
Opening hours of Gregory Ricks & Associates - Total Wealth Authority
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Gregory Ricks & Associates - Total Wealth Authority
"VERY DISAPPOINTED! I have been listing to Gregory Ricks on the radio for a while now. I heard yesterday a radio ad by his firm offering a free financial workshop in Metairie. I decided to call to schedule my spot in the upcoming workshop. I spoke with a young lady asking her if there were any open spots left in the workshop? She asked me to hold as she needed to transfer my call to the marketing department. A man answered asking me how he could help. I told him I would like to attend the workshop. He was very nice and began asking for some information i.e. Name, address, email, and phone number. The conversation was going well. Then he asked if I had any assets i.e. 401(k), IRA, etc... I told him yes and gave him my figures. Surprisingly, his tone lowered and his attitude soured. His reply to my answer was "oh, this workshop wouldn't really help you much". Confused by his response I said "why". He said that this workshop is catered to people with at least $100k in their 401(k) and if they did work with me it would eat up a lot of my retirement. Frustrated, I said that really isn't what Gregory advertises on the radio. I told him the radio ad doesn't say the workshop is only for people with at least $100k in their 401(k). He said nothing. I then asked if I could schedule a financial retirement planning appointment with Gregory. He said that would not be possible and offered to give my information to one of the other financial advisors and maybe they would contact me only if they wanted to. His response was very dismissive. This angered me. On behalf of Gregory Rick's Total Wealth Management, this member of the marketing team left me with an extremely negative experience. I told this person I regretted disclosing my information and asked him to destroy the info which I provided him. I would give this firm a negative star rating, if I could. They do not seem at all to be interested in working wih the average Joe who needs help with planning for their retirement. Gregory says in his radio commercials "my goal is to not make you rich, but make sure you don't run out of money". Well, having this experience with his colleague in his office that doesn't appear to be the case. They appear to only want to work with the big fish."
"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"
"My investments have done well and I've always been treated with utmost courtesy by staff."
"They managed my money for 4 years average return per year was 2%. Even at the height of the market they were at 3%. After 4 years I was able to escape this firm with my original investment value but left extremely disappointed how my money was managed."
"From their nightly radio show to one on one phone calls. This group is one of the best, for sure. If they don't know the answer to your question, they know someone who does."
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