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Richon Planning, LLC.
- Financial Services
- Fuquay-Varina, NC
About this business
Specialties We are an independent, fiduciary investment advisor helping to identify opportunities and protect what's important. History Established in 2015. We are a full service financial and investment advisor. Our mission is is to help our clients identify opportunities and protect what's important, while putting their best interests as our top priority when providing recommendations. Meet the Business Owner Peter R. Business Owner Peter has been providing retirees and pre-retirees financial guidance to secure their lifes... read more
Location details
600 Stellata Dr, Fuquay-Varina, NC, 27526, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedRichon was very helpful with all of my questions. I really appreciate all of the time he took to explain and suggest the things that would best help me accomplish my financial goals!
Peter and his team truly care about their clients. As a Dave Ramsey “smart vestor pro” their views on wealth building align with a proven method that has helped millions get out of debt and retire with dignity.
Peter, just wanna say thanks for helping me collect my spousal benefit from SSA, 5 years ago!!. I also told a friend and it was a financial lifesaver for her. I just today converted to mine (because I reached the magic age) and found out it's 2x what I had been getting and retroactive!!! 3 months lump sum!! time for that face lift!!!😄 Thanks again Donna S
Peter is very knowledgeable and experienced.
Knowledgeable team. Extremely focused on meeting my specific needs and not their agenda. It was nice to have everything explained at my level and how things made sense for our future. Walked away knowing I made the right decision with whom to discuss these plans with and not worried or second guessing the decision after.
Frequently asked questions about Richon Planning, LLC.
How is Richon Planning, LLC. rated?
Richon Planning, LLC. has a 5 star rating with 25 reviews.
When is Richon Planning, LLC. open?
Richon Planning, LLC. is open now. It will close at 5:00 p.m.
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