Richardson Financial, Inc.
Richardson Financial, Inc. (CRD# 159249) is a financial advisory firm headquartered in , . They manage $5,045,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$140,139
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Michael Richardson (CRD# 3125837) is an Investment Advisor Representative working at Richardson Financial, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
Michael has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
At Richardson Financial, our Private Client Group excels at customizing wealth management and investment strategies for families and businesses. This includes Asset Management, Retirement Planning, Investment and Tax Planning, Legacy, Estate and Philanthropy Planning.
More than that, we understand that the process involves getting to know you and your overall situation in a deep and meaningful way so we connect to the things that matter in your life. Your family, your business, your dreams.
Our goals are to make sure your goals become reality – to ensure that your plans and portfolios effectively meet your needs now and for the future.
A Registered Investment Advisor, Richardson Financial brings knowledge and experience in the most critical areas of the financial and investment world.