What You Can Expect From Us

What You Can Expect As A Client of The Richards Financial Group

Accountability

We are not under any obligation to favor one financial product or service over another.  The advice you receive is objective and designed to be in your best interests.  Our only obligation is to you.

A Disciplined Approach To Investing

At the foundation of your relationship with The Richards Financial Group is a precise, deliberate investment management process to help you identify your values and priorities and help keep your plan on track toward your stated goals.  We believe that applying a well-defined process helps reduce emotional errors, enhances potential returns and lowers volatility.

Integrated Strategies

As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

At The Richards Financial Group, we offer an integrated approach to finances and available access to lending and personal trust services through Wells Fargo affiliates.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CO, DC, FL, GA, IL, MA, MD, MN, NC, NY, PA, SC, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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