Investment Partners 

At The Richards Group we’re not owned by or affiliated with any bank, insurance company or mutual fund family – we’re independent, so we’re able to access a large universe of products and programs with the singular goal of helping our clients. We also recognize that while there are many advantages to being a local advisory firm, our clients benefit when we seek industry best practices from organizations throughout the country. To that end, below are some of the strategic partners that we have established to help with client solutions, analytics, fiduciary standards and more.

Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA / SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Federally Registered Investment Adviser. Cambridge Investment Research, Inc. and The Richards Group are not affiliated and do not provide legal or tax advice.
Investment Advisor Representatives at The Richards Group are licensed and registered to offer products and services in Vermont, New Hampshire, Massachusetts, Connecticut, Maine, New York, New Jersey, California, Colorado and Florida