Richmond Brothers Welcomes Alexis - Our Newest Team Member!

Posted on January 16, 2018

We’ve expanded our team once again and are excited to introduce Alexis Knowles as the newest addition to our family!

Alexis will be working hard for our clients as a Client Service Associate. By increasing the amount of team members working directly for our clients, we are committed to providing service experiences that WOW! Alexis will become the main point of contact for a segment of our clients and will walk them through things like opening and transferring new accounts, filling out paperwork, tracking all transfers, processing checks and trades, and providing status updates.

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Matt’s Minutes: Roth IRA’s, Tax Reform & More (December 2017)

Posted on December 22, 2017

Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers, Inc. talks about the Roth IRA's 20th birthday as well as looking ahead into 2018. Get the Closed Captions here.

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Richmond Brothers 2017 Charitable Giving

Posted on December 20, 2017

As many of you know, Richmond Brothers is dedicated to making a difference in the lives of others. Our day to day activities of our core business allow us to do that through providing peace of mind to clients through their financial goals and beyond, but we are driven to take that even further. Every year we give to local, national and international causes, either monetarily and/or through volunteer work. So how did we accomplish that in 2017?    Richmond Brothers spearheaded Transform Jackson, a Make a Difference Day event for participating local Jackson area non-profits. We worked...

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Matt’s Minutes: November 2017

Posted on November 30, 2017

Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers, Inc. discusses tax reform as well as the three fastest sectors in the market right now in this short clip. Get the closed captions here.

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Social Security Seconds: 2018 Changes

Posted on November 15, 2017

Dan Vredeveld, CFP®, Financial Advisor at Richmond Brothers, Inc. discusses the changes that are ahead for next year when it comes to Social Security benefits in this short, two minute clip. No time to watch? Get the closed captions here!

 

Source: https://usat.ly/2gCDb88 

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