Company Overview
- Headquarters
- W134N8688 Executive Parkway, Menomonee Falls WI
- Website
- richardson-financial.com
- Phone
- (262) 255-4100
- Employees
- 18
- Founded in
- 1969
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
Who is Richardson Financial
Richardson Financial is a boutique wealth management firm based in Menomonee Falls, Wisconsin. The company employs 18 people and generates $5.1 million in annual revenue. Richardson Financial specializes in providing concierge-style service to clients seeking assistance with investments, tax planning, estate planning, and insurance. Their focus is on helping clients grow and protect their assets while simplifying their financial complexities. The firm distinguishes itself by offering a personalized approach, combining the resources of larger financial institutions with the individualized attention of a smaller firm. This allows them to deliver financial security and peace of mind in a discreet and private manner. For more information, visit Richardson Financial's website at richardson-financial.com.
Company Leadership
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