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“We entrusted Gregory Ricks and Associates with our financial planning years ago and haven't been disappointed...Nicholas Rhode has always been helpful and takes to heart our personal goals and needs. We cannot ask for better service and value now in our retirement years. Thanks for your professional guidance and direction with our investments. God's blessings”
8:30AM - 4:30PM
3528 Holiday Dr STE A, New Orleans
Financial Advising
“Joe came highly recommended and I am glad my wife and I used him for our taxes. He is highly responsive, and followed my instructions in regards to filing to the T. We will definitely use Stephens Financial again come next year!! You should use him now!”
“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.”
“I went to the new office on Vets with several changes to my accounts, moderately complicated, to be done. 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.”
“As a former employee and account holder in a local bank that was acquired by a gigantic corporation, I fled the new reality of faceless anonymity in a desperate search for the old-fashioned personal service I once enjoyed there.Fortunately for me, In August, 2010, in the process of purchasing a home, I applied for a mortgage with what was then Hibernia Homestead.And I’m so glad I did, because in the intervening 11 years, I have enjoyed the best imaginable customer service from the officers and employees of what is now Hibernia Bank.Professional, efficient, friendly! A big shout out and a sincere thank you, especially to the employees of the Main Branch on Carondelet Street!”
“The best people to handle and invest our finances.Michael Rivas and Sara Sroka are an outstanding team. They make good choices to grow ourInvestments.They work tirelessly and make theBest choices for theirClients. I'm so blessed to have them handlingAll myAccounts.P. E.”
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8:00 AM - 5:00 PM
3500 N Causeway Blvd STE 108, Metairie
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“My experience with Waterfront Wealth Management has been nothing short of amazing. The financial planning and transparency that I was looking for was outstanding between my relationship with my advisor and the lovely staff. Their Metairie office is always more than accommodating to my schedule and various needs.”