Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Stock Brokers > Richey Financial Group, Inc.

Richey Financial Group, Inc.


Richey Financial Group, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Richey is an investment advisory firm whose purpose is to assist both individuals and businesses in achieving their financial goals. Through their team of qualified professionals and specialists, they offer the information and experience to assist clients with various aspects of the financial planning process.

The professional consultants at Richey Advisors can answer questions and address concerns you may have relative to financial and investment needs, holding all information in strict confidence. 

 The company offers a range of financial planning services. Whether you need a complete financial plan or simply want to assure that you will have enough assets to fund your retirement, they can help you in that. They provide such as Insurance Needs Analysis, Educational Funding, Investment Planning, Asset Allocation and Risk Analysis, Retirement Planning, Estate Planning, Distribution of Assets.

These plans typically include a written summary of your goals and objectives, current and projected net worth statements, projected tax and cash flow analysis, as well as personalized recommendations.

The Company provides asset management services for the purpose of establishing an investment and asset allocation policy for a client's investment portfolio. Whether for personal use, retirement or educational funding, Richey Advisors has the experience necessary to walk a client through the steps needed for properly developing a successful investment strategy tailored to their specific needs.

The client's desire for income or capital appreciation is assessed, as is tax status, risk tolerance, and requirement for liquidity. Once a portfolio is implemented, their Advisors monitors each investment on a daily basis and reports to the client each quarter with a comprehensive investment status report monitoring the progress of the portfolio over time.

They will provide an analysis of your financial and investment affairs and tailor recommendations to suit your needs and objectives. They will also address potential areas of opportunity and clarify problems with respect to your financial circumstances that may be directly impacted by economic and tax implications.
 
 
 

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers

 
 
Infinit-i