Randall Richard
- Role
- President Family Financial Advisor at Richard Brothers Financial Advisors
- Location
- Cape Elizabeth, ME, US
- LinkedIn followers
- 500 followers
About Randall Richard
Wealth Management Expert who manages the firm’s investments and portfolio allocations and…
Experience
President Family Financial Advisor
Richard Brothers Financial Advisors
Sep 1996 — Present
Richard Brothers serves as your family’s enduring guide, preparing you for life’s most challenging transitions. We simplify the complex. We use proven investment strategies. We safeguard wealth for future generations. Our team is passionate about educating and serving each family member by developing personal confidant relationships that only a local firm with unrestricted opportunities can offer.
Skills
- Finance
- Comprehensive Planning
- Fiduciary
- Personal Tax Planning
- Asset Management
- Team Building
- Financial Advisory
- Result Oriented
- Client-Focused
- Strategy
- Investment Advisory
- Mentoring
- Retirement Planning
- Portfolio Management
- Financial Analysis
- Investment Strategies
- Listening to Customers
- Strategic Planning
- Risk Management
- Partnership-Building
- Financial Services
- Client-Centric
- Asset Allocation
- Passion for Helping Others
- Banking
- Alternative Investments
- Investments
- Communication
- Personal Financial Planning
- Mutual Funds
- Wealth Management
- Management
- Facilitators
- Community Outreach
- Accountability
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