Why Richmond Brothers

Personal versus Personalized

It is quite common for financial firms to say that they provide personal service to their clients. But do they really mean it?

Is your portfolio being put into a fund based solely on the date you will retire? Or, are all of your objectives for retirement, your lifestyle and your beneficiaries being considered first before investment recommendations are even made to you?

Does your investment firm really know you and what is going on in your life?

Do you receive phone calls from your investment firm just to see how you are doing after your mother moved in with you? Do you get a card when your daughter gets married?

Here at Richmond Brothers Inc., we provide true, personal service to all of our clients; not the personalized service you receive with the big, powerhouse firms. Come see for yourself with a free, no obligation meeting. We’d be honored to have an opportunity to personally help you reach your goals.

Richmond Brothers, Inc. is a Registered Investment Adviser. Want to know more about what that means? Visit the RIA Stands for You website.

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Richmond Brothers Family Core Value: #3. Be Adventurous, Fun & Open-Minded