Gregory Ricks & Associates

Gregory Ricks & Associates is a comprehensive financial advisory firm with the slogan Total Wealth Authority®. The firm is dedicated to assisting clients in achieving their financial goals through a range of services including portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. The ultimate vision of the company is to educate clients about finances and help them plan for a comfortable retirement. It's important to note that investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). It's emphasized that AEWM and Gregory Ricks & Associates are not affiliated companies. The disclaimer also stresses that investing involves risk, including the potential loss of principal, and neither the firm nor its agents or representatives may give tax or legal advice. Individuals are encouraged to consult with a qualified professional for guidance before making any purchasing decisions. As for the financial industry, Gregory Ricks & Associates operates within the Financial Services sector. Currently, there is no specific information available regarding the establishment date, headquarters, last investment, or the investors involved.