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Member Announcements
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Member Announcements
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Richmond Investment Services LLC
Categories
Financial ServicesInsuranceInvestment
Hours:
8:30 am to 5:00 pm Monday-Friday
Driving Directions:
On Mequon Rd just East of 76 (or Wauwatosa Rd) in the red-brick Mid-State Insurance Building on the South side of Mequon Rd
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/SIPCHighlights
- 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
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