BBB Accredited Business Profile

Gregory Ricks & Associates Inc.- Louisiana's 401k & Retirement Authority

Gregory Ricks & Associates Inc.- Louisiana's 401k & Retirement Authority

(504) 832-9200

Gregory Ricks & Associates Inc.- Louisiana's 401k & Retirement Authority

36 years in business
2800 Veterans Memorial Blve., Ste. 170
Metairie, LA 70002
Fax Numbers
  • (504) 846-9356
Additional Email Addresses
  • gregory@gregoryricks.com
BBB File Opened: 03/24/2009
Business Started: 01/01/1981
Business Incorporated: 03/01/2010
Type of Entity
Corporation
Business Category
  • Financial Planning Consultants
Alternate Business Names
  • Gregory Ricks & Associates Inc.
  • Louisiana's 401K & Retirement Authority
BBB accredited business

A+

Overview

  • Portfolio Investment Management - we build a portfolio unique to your circumstances in order to match your investment goals with your investment tools.
  • Retirement Portfolio Tax Management - often your largest tax liability, we evaluate your options for tax-free distribution strategies.
  • Retirement Income Management - provide you guaranteed income that increases over time while protecting your principal.
  • Annual Income Tax Management- initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
  • Estate Distribution Planning - strategies that help you structure a meaningful distribution of your assest in the manner you desire.
  • Legacy Planning - we assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.
  • Medicaid Planning - we assist you in protecting your assets from the high cost of a nursing home or other long-term care expenses while providing security for your spouse and a legacy for your children.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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Gregory Ricks & Associates Inc.- Louisiana's 401k & Retirement Authority

Gregory Ricks & Associates Inc.- Louisiana's 401k & Retirement Authority

BBB ACCREDITATION SINCE 03/19/2009

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