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  • Richmond Investment Services LLC

    Categories

    Financial ServicesInsuranceInvestment

    About Us

    Comprehensive Planning & Management

    We have decades of experience and have worked for some of the largest insurance, banking and investment firms in the country.

    We believe investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with an independent, trustworthy representative who has a clear understanding of their needs.

    By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

    We prefer to work in a fee based model that puts our interests in line with your own. Enjoy knowing that pro-active moves generate results not commissions. Minimum investment is $100,000

    We are currently licensed for business in AZ, CA, FL, IA, IL, IN, NC, OH, TX, WI and WY
    Secutities offered through LPL Financial, Member FINRA/SIPC

    Highlights

    • Fee Based Advice vs. Commission
    • Comprehensive Portfolio Construction and Review
    • No-load mutual funds, ETF's, stocks, covered calls and more
    • High Grade Corp and Muni Bonds vs. Bond Funds
    • Life Insurance and Long Term Care Insurance & Estate Planning

    Images

    Richmond Investment Services Team
    Office
    Matthew Richmond
    Peggy Boris
    Ryan Gray
    Peter Anderson
    Andy Boyd
    Marc Mrugala
    Kelley Donovan
    Jeri Powalish
    Sarah Will
    Amy Wagner
    Andrea Richmond
    John Richmond

    Rep/Contact Info

    Peggy Boris
    LPL Financial Advisor
    Ryan Gray
    CFP, LPL Financial Advisor
    Jeri Powalish
    Office Manager
    John Richmond
    ChFC, CLU, LPL Financial Advisor
    Card image cap
    Matthew Richmond
    MBA, LPL Financial Advisor
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