Gregory Ricks Total Wealth - Metairie

Great place! Excellent customer service and always sound advice. Multiple people recommended…read moreChuck Simmons and his team to me when I was looking for a financial advisor. I just wish I would have found them sooner.

Charles Schwab

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.

Actus Wealth Strategies

Best wealth management firm that I have encountered over the last 20 years. Better results,…read moreperformance, and service than the top 10 wealth management firms in the United States.

I'm a Disabled Veteran that wanted to do something with my disability payments that would help my…read morefinancial situation. I found Kenny through a friend and I have to say that it has been such a pleasure working with him and he helped me set up my finances in a way that just makes sense and I now feel protected and I'm on my way to building my wealth potential. I HIGHLY RECOMMEND KENNY TO ALL MY WINGMEN OUT THERE.

Waterfront Wealth Management - Ameriprise Financial Services

(6 reviews)

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.

Matthew Theriot

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.

Hancock Whitney

4.0

(6 reviews)

I love the old-school stylings of this location, the marble, the columns, to me it just FEELS like…read morea bank should. They have an ATM, they also offer foreign currency exchange, although I haven't used that feature, I notice the sign every time I come in. My employer uses this branch as our choice for banking. I have been coming in about once a week for the better part of the last year and I am happy to report the easy of use at this location is the best I have experienced in quite some time. The staff is very nice and helpful. There is rarely a line.

Although I am not initially happy about the merger with Whitney Bank & Hancock Bank, I do remain…read moreoptimistic that it's going to be better for "me". The Morgan Street Branch, as it's affectionately known, is only 4 blocks from my work in the French Quarter; therefore, it's the most convenient branch for me 90 % of the time. I'm happy to report that even following the merger, it seems like this particular branch was not affected by an influx of new tellers. I love seeing the same faces time after time, as I am a creature of habit and love a little familiarity. The tellers are always courteous and even if the lines are long, they move quickly as it seems that everyone has their "you know what" together. The bank, like most businesses in the French Quarter, is located in a building that is older than all of it's customers. It is an architectural design that is unlike any other banks seen outside of New Orleans. Check out the vaulted (arched) ceiling and you'll see what I'm I'm talking about. However, don't try and snap any photos as it's "against their policy".

Metairie Bank

4.0

(4 reviews)

Don't make any mistakes while transferring funds from your old bank to Red River Bank. They will…read moreaccuse you of conspiracy and close your Red River account.

personable with customers, Sure that their methods have been…read moretested over time. The Metairie road location is the flagship, but all of the other branches are just as adequate.

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Laurie J.

19 days ago

We have been clients with Gregory Ricks for many years now and the professionalism of this firm is unmatched. Our current advisor Nicholas in the Covington office goes above and beyond with his concern for our financial wellbeing. read more

Monique P.

7 years ago

Customer relations are great! The Wealth Advisors are always helpful. I can not speak for the other reviews but they don't seem accurate. I've had a very positive experience with this firm over the last 8 years. read more

Francis F.

10 years ago

No credentials at all - he calls himself an authority and pays a lot to advertise, but it is all flash.

Gregory Ricks Total Wealth - Metairie - financialadvising - Updated August 2026

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