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MEMBER PROFILE

 

Randall Richard

Richard Brothers Financial Advisors

 

Member profile details

Membership level
Greater Boston Individual
First name
Randall
Second name/initial
Jon
Last name
Richard
Title
President
Company
Richard Brothers Financial Advisors
 

CONTACT INFORMATION

City
South Portland
State
Maine
 

PROFILE INFORMATION

Call me when
Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Why I/we support XPX
Focus is helping Business owners and their families to have a successful business succession.
Profession
  • Consultant
  • Investor
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Life Coaching
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Wholesale/Distribution
Professional Certification(s)
BS Finance, MBA, CEPA, FINRA 24, 65, 63, 53, 7, Life and Health Agent,
Transition Planning Certification or Methodology
Exit Planning Institute/Value Acceleration Methodology
In Business Since
1996
How to contact
207-347-2424
LinkedIn profile link
http://linkedin.com/in/randyrichard
Business Focus
Wealth Management
Client Results
High retention rate with our clients and families
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