Gregory Ricks & Associates

Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.