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Ben is a Vice President and has led Wealth Management & Retirement Plan Advisory Services at The Richards Group since 1998. He is an Investment Advisor Representative and provides individuals, business and non-profit clients with investment management, executive benefits and retirement planning strategies.
The Richards Group is a family-owned independent insurance, employee benefits, and financial services firm founded in 1867. While we have certainly grown since then, our commitment to exceptional service and creative protection solutions remains the cornerstone of our business model. Our team of roughly 148 insurance professionals now serves more than 20,000 clients located throughout Vermont, New Hampshire, and Massachusetts. As an independent agency, we work with a comprehensive network of insurance carriers.
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.
Working with a financial advisor at The Richards Group can make the process easy and seamless. We focus on your unique goals, interests, and plans, rather than offering a cookie-cutter approach to your finances. There is no single "right" solution for an effective investment strategy; instead, we will identify a range of options to align your financial resources with your lifestyle and the future you envision. Who needs an advisor? You've been saving diligently or maybe you've received an unexpected windfall.
Reviews (1)
Dylan
Nov 04, 2021