4 Best Gold IRA Investment Companies Near Me in Metairie, LA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Crescent City Retirement Group
ADDRESS: 3500 N Causeway Blvd Ste 1442, Metairie, LA 70002, United States
NUMBER: +1 504-828-2171
DESCRIPTION FROM BUSINESS: Crescent City Retirement Group’s mission is to offer independent financial management and advice in Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great place with great people. They treat you like they have known you forever. Best decision we have ever made, was making the phone call. They really give us a peace of mind , knowing they handle everything for us. – Kim Hughes
REVIEW #2 – Great group of people. Very knowledgeable. More than willing to help, and make you feel like you’re not an imposition. you’re family there. I highly recommend them. – Scott Duhon
REVIEW #3 – Awesome Advocate event! Great food & entertainment. Thank you to Anthony & staff. – Susan Danos
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Gregory Ricks & Associates – Advisors & Retirement Strategies
ADDRESS: 2800 Veterans Memorial Blvd Suite 170, Metairie, LA 70002, United States
NUMBER: +1 504-832-9200
DESCRIPTION FROM BUSINESS: Gregory Ricks & Associates is an independent financial advisory firm that specializes in creating custom financial plans to best suit you in retirement.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m in my 10th year of my relationship with Gregory Ricks and Associates and I really appreciate what they have done for me and my family. The wide range of services that they offer is amazing. The seminars that are offered are very informative. There is never any pressure to invest in a particular product, they just present their suggestions and then let you decide what is best for you at your stage of life. They check with me on a quarterly basis just to see how I’m doing and they will set up a meeting with me as often as needed. Mr. Wes Blanchard helped us with our estate planning and he was great to work with. Thanks to all the employees at the Metairie office for your valued service and great attitudes! – Ken Meyn
REVIEW #2 – My wife and i have been clients for around 8 years. The whole team has been great. Mason has done a fantastic job keeping us up to date on our investment platform. He has made sure that we understand our portfolio and that they’re a team of employees working together for our best interest. I like the fact that not only one individual has a watchful eye on daily market trends. So my opinion is that if your concerned about current strategies, want a reassurance on current positions or any advice. Give them a call for a meet and greet. Can’t hurt to find out weather your already on the right track or not. And also they are not pushy one bit so don’t let that worry you. So “GOOD LUCK” with your goals I’ am. – Keith Marks
REVIEW #3 – My wife and I have been working with Brandon @ Gregory Ricks & Associates (GRA) for 7 years. The professionism and excellent service from all the staff is top notch. They have worked with us to successfully achieve our financial goals prior to retirement and now during retirement. We strongly recommend them. – James Bourgeois
REVIEW #4 – I’ve been with Gregory Ricks and Associates for a couple of years now, before and after retirement and I am very satisfied with his philosophy and the team he has put into place.
They are extremely attentive, very professional and they create a friendly atmosphere. They tailor retirement strategies to fit my personal needs. When I call and have questions, a live person always answers. They are local and therefore are easily accessible. They offer a wide range of services in one convenient place. – Cyndi Trygg
REVIEW #5 – I always feel comforted after visiting Nicholas, Hailey and the rest of the team at Gregory Ricks & Associates. I know that every financial decision has been looked at from every angle to ensure it is the best use of my money to secure my family’s future. From the minute I walk thru the door I feel like I’m amongst family. Enlisting Gregory Ricks was the best decision for me and my family. – Mark Wilson
REVIEW #6 – Very pleasant experience. Everyone was courteous and helpful. The representative handling my account was very knowledgeable and presented a go forward strategy that fulfilled all my needs. He was well informed and was able to satisfactorily answer all my question and quail my concerns. It was, always has been and hopefully will be a pleasure to do business with you and your associates. Looking forward to a satisfying and profitable future for everyone. – Phillip Wilsey
REVIEW #7 – I have been with Gregory Ricks & Assoc. for almost 10 years now. They have the best team of advisers by far. I recently had my quarterly meeting with Brandon and we spent a good 45 minutes discussing current and future financial decisions. It was comforting to have been given the time and attention necessary to discuss these important life decisions. – Leroy Trosclair
REVIEW #8 – We’ve been working with Brandon at Gregory Ricks for almost 2 years; he has been so helpful in streamlining and managing our investments and assets. Everyone there is lovely; they are in constant communication with us and check in regularly. – Dr. Katherine Schilling
REVIEW #9 – I have been with Gregory Ricks & Associates for 10+ years. My Wealth Advisor, Nicholas Rohde takes the time to explain the different types of investments and helps you make the correct financial decisions for your needs. The support team are also great at taking care of your every need. I highly recommend you meet with this firm for planning your retirement. – ray
Messina’s Wealth Management & Messina’s Wealth Advisors
ADDRESS: 3224 N Turnbull Dr Suite 100, Metairie, LA 70002, United States
NUMBER: +1 504-655-9933
DESCRIPTION FROM BUSINESS: We specialize in wealth management, legacy planning, insurance and annuity strategies, and investment advisory services. Our mission is to help individuals and families protect their assets, grow their wealth, and build custom financial plans that support retirement goals, income stability, and long-term financial confidence.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Very friendly, professional, courteous, & knowledgeable staff. Nick calls us for our Birthday & Anniversary & never forgets his clients. He gives pecan pies for Thanksgiving every year, He has many events & meets with his clients personally. – Alicia OBrien
REVIEW #2 – Mr. Messina has an excellent presentation. He is an excellent speaker. He’s straight forward and presents the information in manner that is easy to understand. – Toni Bork
REVIEW #3 – Messina’s Wealth Management is absolutely awesome. Nick and his team give you first class quality Customer Service with one on one service at any time needed. I highly recommend Messina’s Wealth Management to anyone who may be seeing this post. Invest with Nick and watch your money grow. They are simply the best you will find. No one compares to Messina’s Wealth Management! – Eileen Hamblen
REVIEW #4 – Messina’s Wealth Management has been a pleasure to work with! Nick and his entire staff are always friendly and professional. They go above and beyond to meet my needs and expectations. They work around my schedule and don’t expect me to work around theirs. Customer service at its best. Thanks Nick for all you do! – Dennis R Jones
REVIEW #5 – We have been aquatinted with Messina’s for going on 3 years. Nick has given us a personal touch at every chance. He insures we completely understand what is going on and takes an interest in our money being safe. The staff communication is very good at all levels. Nick has not failed a birthday phone call or birthday card to me and my wife, he is on top of it. We feel comfortable with Messina’s Wealth Management. Thank You – David LaBrake
REVIEW #6 – Many financial advisors have knowledge, experience, and even wisdom for guiding you in retirement. But mot all have integrity. Nick Messina does. Knowing you can trust Nick and his team makes all the difference. And to top it off, not many can match their customer service. Highly recommend. –
Keith Cognevich (GuyRob Family)
REVIEW #7 – The folks at Messina’s Wealth Management are fantastic. They really take your needs into consideration. Nick and his team work tirelessly to help their clients exceed! Great personal service, part of the family. – Nancy Caddigan
REVIEW #8 – I have dealt with financial advisors a lot as a professional, but Nick is far and away the best I have met. His expertise and knowledge are not focused solely on the business – we have talked about investing and insurance and his guidance on how to maximize returns in my retirement even with products he has no interest in has been incredibly valuable to me. He’s honest and genuine and I recommend him to anyone who wants unbiased advice instead of just a sales pitch. – William Christmas
REVIEW #9 – Way above expectations, I was just looking for a safe place to keep my retirement, that would have some growth while I could access a portion each year. I got that and so very much more. Nick & his staff are great. And they go out of the way to make contact with you , so they can keep telling you about more benefits you have that you didn’t expect. Consider myself very fortunate to have found them. – patricia Allen
Cypress Financial Group
ADDRESS: 3421 N Causeway Blvd suite 400, Metairie, LA 70002, United States
NUMBER: +1 504-345-2020
DESCRIPTION FROM BUSINESS: A firm that specializes in retirement planning with an understanding of crafting personalized plans. This comprehensive planning includes Social Security optimization, RMD, Insurance, Investment and Tax planning. Cypress Financial Group is committed to making financial goals a reality.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – So impressed by the free Social Security Seminar that we immediately booked an appointment with John and his Team. John took the time to become personally acquainted with my wife and I. By getting to know us he was able to tailor his advice specifically to suit our situation and future needs. We felt very comfortable putting our finances in his care and letting him guide us in the right direction. We look forward to many years of personalized professional service from John and his Team! – Chris Starkey
REVIEW #2 – I never thought that there were anymore people that cared for their customers, until I heard a commercial about Cypress Financial. I went for a consultation on Monday and met with John, Jacob, Jay and the Nice Lady at the front desk John’s wife. These are the nicest people and they treated me so kindly and made me feel like they have been knowing me all of my life.
Their explanations , where very easy to understand so I can see why they are a great company for anybody to let them take care of their finances. I was a perfect stranger to them and they were determined to give me the help I needed and the knowledge I was looking for. I will be telling everybody about them because they are the kind of people that they don’t have to much of anymore. All of you should be proud of yourselves for being the kind of people you are and John for the way you raised your kids because it all shows. It was a great pleasure to meet a high caliber Financial Group – tboy Dempster
REVIEW #3 – John and Jay was very informative and easy to work with. We look forward to a long relationship with them and their firm. We appreciate everything they have done to secure our financial future. – Lewis Mercier
REVIEW #4 – I met with John and Jarret for a Social Security Planning Analysis. They were very friendly and helpful. John also gave me a brief explanation of what to expect when I sign up for Medicare later this year. – Ed “Big E” Weber
REVIEW #5 – Very thorough and took the time to put together a plan that my wife and I can use to make the important decisions in life. Highly recommend! – Charles Schof
REVIEW #6 – Great experience having John explain Social Security benefits, including health care options. Looking forward to our next appointment to setting retirement plans. – Nathan Lomonaco
REVIEW #7 – Thank you all at Cypress Financial Group. WWII Museum was a great experience. My family and I learned alot. Thank you for the help on preparing me and my family for the future. – Richard Neal
REVIEW #8 – Called for financial advice, and was helped by Jay. He gave me great advice and and helped me start a plan. Will continue to recommend – Katie T
REVIEW #9 – Cypress Financial performed beyond expectations. They were able to identify my problem statement and address it. A+ – Charlie Bordelon
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