Our Range of Services
Our team is dedicated to helping our clients achieve their financial goals by understanding their needs, offering quality investment advice and providing unparalleled personal service. We believe our experience and breadth of available products separate us from our competitors.
As a client of the Richards Financial Group some of the benefits you will receive include:
- Assistance in developing your investment goals and objectives
- Quarterly performance reports for managed accounts
- Clear communications from an experienced client services team
- Access to well-known money managers, some previously available only to institutions
- Original research from Wells Fargo Advisors as well as research from our correspondent firms.
- A broad array of retirement plan services to help your business remain successful
- Concise, easy to read statements, as well as an annual activity summary to assist your tax preparer in preparing tax returns
- Online access to your account activities and confirmation statements
- Client events
Money management may not be suitable for all investors.