Richardson Financial Group
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
2015 All Rights Reserved, Menomonee Fall...Phone Number
(262) 255-4100Website
www.richardson-financial.comRevenue
$5.1 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
2
About Richardson Financial Group
Richardson Financial Group is a boutique wealth management firm that offers personalized financial planning services tailored to the unique needs of successful and busy families. They provide a comprehensive approach to wealth management, including investment strategy, tax planning, insurance, and estate planning. Their clients range from young professionals to retirees, all seeking to protect their financial future while managing the complexities of their wealth. The firm prides itself on its experienced team of professionals who are dedicated to helping clients achieve their financial goals.Explore more
Richardson Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Richardson Financial Grou...
$5.1M
11-50
Private
<$5M
1969
JL
Janice LubnerOffice Manager and Director of Insurance Client Services
Company Profile Activity
Activity Insights
Richardson Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Richardson Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Richardson Financial Group.
Richardson Financial Group financials insights
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2020
Debt
$150K
Richardson Financial Group Tech Stack
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Richardson Financial Group is a boutique wealth management firm that offers personalized financial planning services tailored to the unique needs of successful and busy families. They provide a comprehensive approach to wealth management, including investment strategy, tax planning, insurance, and estate planning. Their clients range from young pro... Read More
