Great custodian. I've worked with them for sometime and I do not have any complaints.read more

I went to the new office on Vets with several changes to my accounts, moderately complicated, to be…read moredone. Ms Boudreaux provided excellent service & explained everything. At the conclusion, she gave us her card so we can call her with any other concerns. She was so nice & professional, exceeding expectations.

The more I sit down with Matt the more my eyes open to a much more secure financial future, not…read morejust for me but for our team member at Diversified Energy. I'm learning that its not as difficult and financially strenuous as I originally thought to offer company perks and incentives when combining the proper mix of products, services, and education. Kudos Matt!

From the owner: Keep More of Your Money! Grow Wealth with Less Risk…read more On average our first year clients are saving 20k to 150k in taxes. We work with and advise Individuals, Businesses, CPAs and Accounting practices throughout the country.

I have utilized the Ricks Team since 2014. They have done a great job for me and I have seen…read moreamazing results. Brandon Blanchard is great to work with, and so is their entire office. They care about me and my financial results. I highly recommend them!

Mr. Nicholas Rhodes and his team at Gregory Ricks and Associates is a breath of fresh air when it…read morecomes to his humble personality, knowledge and skill sets of being a financial advisor. Their fees are minimal. He has surpassed my expectations with expertise, communicating with us and with my financial growth. He is a total blessing. The only thing I wish I could change is when I met Mr. Nicholas and his team, I wish I would have done it much sooner. I most definitely would refer this team to anyone who wants to be financially secure after retirement.

I am in the process of moving some investments to Waterfront Wealth Management.  So far the process…read morecould not have been smoother, and Rufus and his team have gone above and beyond to answer any and all questions asked.  I expect great things, and have heard great things about Waterfront Wealth Management and can't wait to continue working with them for many years to come.

Rufus and his team are first class. I use Waterfront both personally and for my business. I highly…read morerecommend this company. From the moment you walk in the door to the office, you are greeted warmly. The entire team is professional and I know that I am in good hands.