The Richards Group is one of Vermont's and New England's top retirement and fiduciary advisors

insurance

Wills Insurance is joining The Richards Group

(Bennington, VT) Wills Insurance has joined The Richards Group effective January 4th, 2016. The Richards Group, headquartered in Brattleboro, Vermont, provides Insurance, Employee Benefits and Retirement Plan solutions for clients throughout Vermont and New Hampshire. With the exception of Peter Donavan, who is retiring after 50+ years in the business, the entire Wills staff will remain at their current 116 South St location and will continue to operate under the name Wills Insurance. The partnership with The Richards Group will benefit clients by ensuring that decisions and service remain “local” for years to come and will be especially good news for business customers as they will have access to more insurance carriers and broader risk management services. 

As part of the transaction, the Wills building is also being purchased, ensuring continuity and stability of one of Bennington’s most prominent downtown office buildings. “The Richards Group and Wills Insurance have been “business friendly” for over 25 years with a long history of collaboration. We are thrilled to be a part of the Bennington business community and to make a significant investment in the future of its downtown” said Peter Richards, Vice-President of The Richards Group. 

Wills President David Newell said, “We’re excited to provide the same excellent service going forward that Wills has been providing for the past 100 years while at the same time remaining local and improving on our ability to deliver value to clients.” 

Mike Mandracchia Wins National Retirement Plan Advisor Recognition

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June 2015 (Brattleboro,VT) - The Richards Group is pleased to announce that Mike Mandracchia has recently been recognized by the Financial Times as one of the top Retirement Plan Advisors in the country. The Financial Times hosted the “FT 401 Retirement Plan Advisors” in New York City recently to acknowledge this group based on their experience, expertise and credentials, as well as metrics including growth, assets under management and plan participation rates. 

“There were only 4 advisors chosen from Northern New England, so Mike is in select company”, said Ben Taggard, VP of Wealth Management. “Congratulations to Mike for this well-deserved honor. It’s great to see his excellent work with TRG clients recognized at a national level.” 

The Richards Group consults with many for profit and not for profit employers throughout the region on their retirement plans, providing fiduciary stewardship, investment analytics, benchmarking and cost containment, as well as offering a number of strategies to help with participant education and to improve retirement readiness. The retirement plan consulting practice’s industry focuses include healthcare, education, manufacturing, construction and retail. The Retirement Plan Advisory Team at The Richards Group includes Steve Burnett in Norwich, VT and Jill Golden and Sara Kermenski in Brattleboro, VT. 

“While I’m certainly honored, I think it’s more important to recognize the validation of the advisory model we’ve worked so hard to develop at The Richards Group and what we deliver to our clients,” said Mandracchia. It’s gratifying to see an independent authority such as the Financial Times place such importance on the proper management of retirement plans and to know that TRG meets their high standards.” 

Established in 1867, The Richards Group is one of the region’s leading insurance, employee benefits, retirement plan and HR consulting firms, serving over 10,000 clients in the tri-state area of Vermont, New Hampshire and Massachusetts. For more information about the firm and its capabilities, please visit www.therichardsgrp.com. 

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.