Wealth Management and Retirement Plan solutions you can trust.
Why work with The Richards Group?
Our proactive solutions, stewardship, and expertise will help you achieve financial well-being now and in the future. The Richards Group is a family-owned firm serving New England since 1867. Our mission has always been to provide transparent, honest, and exceptional service to our clients. We invest in the people and technology to deliver this promise. With national strategic partners and research capabilities, we can apply our investment process to your individual needs. We have the flexibility to access products throughout the financial marketplace in order to work in your best interest.
Since there is no single approach to achieving financial objectives, our clients appreciate The Richards Group for our flexible solutions to advisory services because they are based upon:
As an independent firm, we do not work for and are not affiliated with any bank, investment manager, mutual fund, or insurance company. Our sole responsibility is to act in our client’s best interest.
Our expertise and outstanding personal service has earned us an unquestioned reputation as a trusted advisor.
We specialize in a customized, continuous, disciplined approach that identifies both your goals and the right path to achieving them.
Stability and Experience
Our firm has become a leader in the region by providing our clients with the solutions they need, as well as the security of knowing we will be here to assist them in the decades to come.
You can view the background of investment firms and professionals on FINRA's BrokerCheck.
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