Financial Advising in Metairie, LA

17 locations found near Metairie

“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.”

5 Superb2 Reviews

“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”

4.7 Superb11 Reviews

“My wife and I are more than satisfied with the work Connor puts in to not only help us manage our lives and finances well, but also the time and care that is put in to make sure we understand everything that they are doing and why! We could not recommend Connor more highly, he is great! Helpful, knowledgeable, professional, caring and kind! So thankful.”

5 Superb2 Reviews

“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.”

3 Average14 Reviews

“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.”

5 Superb6 Reviews