“Jeff is a great person with the best interest of his clients at the forefront of any decision he makes. He takes great care in making decisions that are best for his clients. Jeff has been my advisor for number of years and he is always available for me if I have any questions.”
“After trying to get help from the 877 toll free, I was able to get through to Howard at the Metairie offices. He was quick, attentive and took care of my needs immediately.”
“I’ve been a client with Gregory Ricks Total Wealth for years now! I’ve never been stock or investment savvy so I was looking for a company to help me with investments. I have all the confidence they’re managing my money in the ways I would. Safely and effectively.
They make a point to check in to assess and life changes that may affect my portfolio, but also keep a line open if I need to reach out myself.
They send out newsletters and emails about changes they notice in the markets that could affects investments that are insightful and helpful without being overwhelming.
Brandon has been very transparent about the markets without making me feel pressured to make any changes or decisions. I’ve been able to use his expertise to consolidate money from prior jobs’ accounts.
I would highly recommend GRTW given their insight, expertise, and professionalism whether you’re local to New Orleans or out of state, as they do accommodate meetings for us out of towners!”