Financial Planners in Metairie

“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!“

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“Very professional agent at all times. Knowledgeable staff. Thank you for your service“

“Compass Capital has been very helpful guiding us to the most productive retirement service, effectively investing our funds to make the most of them. The professionalism and honesty of Lane Bates have been much appreciated. We trust in his suggestions and support. It's a great company.“

“Our initial appointment with Jamie at Burns for our Trust was very informative. She answered all our questions and made us feel at ease about doing the trust. She explained it in detail and also explained difference between Trust and Will. Next appointment was with Jamie, Lilly and Attorney Mr. Fulda who explained to us in detail everything we were signing and our next steps to finishing the trust. I definitely recommend Burns to do your will or trust.“

“My whole family is with BPG and have been pleased for many years. Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice. Good location with off-street parking. Good communication, including reminders when it's been too long between visits.“

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

“Darren took the time to listen to my situation, answered my questions, and gave me guidance on how to move forward.“