Welcome
Brenda and I offer a unique background of customer service support and investment services. We service clients throughout the south and other locations across the country. Between us we have a total of 66 years of experience in the financial industry. Our recent partnership with Summit Bank allows us to provide financial planning and investment services to the customers of the Bank and the Hot Springs community in a convenient location. Our goal is to provide you with life planning that will help you achieve your financial dreams.
FEATURED REPORT
BULLETIN BOARD
- Our mission is to help clients build, manage and preserve wealth through sound investment management, and provide valuable custom tailored service that is a long term resource. To learn more about our process please click on Our Business.
- Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
- The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
Lee Richardson is licensed in the following state(s): AR, CA, FL, GA, IL, LA, MI, MT, NM, OK, TX, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
