As a boutique wealth management firm, we are unique with concierge-style service focused on investments, tax, estate and insurance concerns. We are chosen to grow and protect our clients’ assets, and to simplify their financial complexities. We are valued for our ability to deliver financial security and peace-of-mind in a very private, quiet way. Richardson Financial Group is both large enough to deliver all the horsepower of the syndicated financial institutions, and small enough to personally care for the well-being of you and your family.
View Top Employees from Richardson Financial Group, Inc.| Website | https://www.richardson-financial.com |
| Revenue | $5 million |
| Employees | 18 (18 on RocketReach) |
| Founded | 1969 |
| Address | W134N8688 Executive Parkway, Menomonee Falls, Wisconsin 53051, US |
| Phone | (262) 255-4100 |
| Fax | (262) 255-4410 |
| Technologies |
JavaScript,
HTML,
PHP
+18 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 32 Million |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Richardson Financial Group, Inc. Questions
The Richardson Financial Group, Inc. annual revenue was $5 million in 2024.
Scott Richardson is the President of Richardson Financial Group, Inc..
18 people are employed at Richardson Financial Group, Inc..
Richardson Financial Group, Inc. is based in Menomonee Falls, Wisconsin.
The NAICS codes for Richardson Financial Group, Inc. are [52, 52393, 5239, 523].
The SIC codes for Richardson Financial Group, Inc. are [62, 628].
Top Richardson Financial Group, Inc. Employees
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22
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ViewSandy Riley
Chief Executive Officer at Richardson Financial Group, Inc.
Winnipeg, Manitoba, Canada3 -
View
Daniel Brown
Director of Investment Management at Richardson Financial Group, Inc.
Brookfield, WI, US13 -
ViewNathan Corroy
Director of Financial Planning at Richardson Financial Group, Inc.
Menomonee Falls, WI, US44 -
42
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24
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ViewNathan Corroy
Director of Financial Planning at Richardson Financial Group, Inc.
Menomonee Falls, Wisconsin, United States34 -
1
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View
Mary Olson
Director of Investment Operations at Richardson Financial Group, Inc.
Menomonee Falls, WI, US11
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