Lord and Richards - Highlands Ranch, Colorado

Lord and Richards, located at 8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, is a reputable financial planning firm that offers exceptional services to its clients. With a phone number of 202-146-801, and a website at lordandrichards.com, the company specializes in providing expert financial advice and guidance to help individuals and businesses achieve their financial goals. Specialties: Financial planner.

The firm is committed to ensuring accessibility for all clients, with features such as a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended to ensure personalized attention and the best possible service. With a strong focus on customer satisfaction, Lord and Richards has earned a impressive 4.9/5 average rating based on 67 reviews on Google My Business.

In addition to their financial planning services, Lord and Richards offers a range of other valuable resources and support to their clients. These include:

• Comprehensive financial analysis and planning
• Investment management and portfolio optimization
• Tax planning and preparation
• Retirement planning and benefits consulting

With a team of experienced and dedicated professionals, Lord and Richards is well-equipped to address the unique financial needs of each client. The firm's commitment to personalized service, coupled with their expertise in financial planning, sets them apart from their competitors.

For anyone seeking a reliable and knowledgeable financial planning firm, Lord and Richards is an excellent choice. Their impressive track record, combined with their dedication to accessibility and customer satisfaction, make them a top contender in the industry. To learn more about their services and how they can help you achieve your financial goals, visit their website at lordandrichards.com or contact them directly at 202-146-801.

Final Recommendation: If you are looking for a top-notch financial planning firm that prioritizes personalized service and client satisfaction, look no further than Lord and Richards. With their expertise, accessibility features, and dedication to excellence, they are the perfect partner to help you navigate your financial journey.

👍 Reviews of Lord and Richards

Michael S.

5/5

My wife and I attended a complimentary dinner to learn more about the Lord and Richards financial services. My wife's mother-in-law recommended that we attend since she was having a very positive experience with their services. Colin Richards was the presenter and the information he provided was very interesting and made good sense. We decided to move forward and scheduled a meeting with a financial advisor. We found that he was very knowledgeable and we were presented with various options and recommendations. We have been with them for the past year and I am looking forward to my annual portfolio review. We will discuss the performance of our current investment accounts and discuss options for protecting our retirement income, tax consulting, and long-term care insurance. Our financial advisors are very helpful and communicate very quickly to answer any questions that come up.

Ally H.

5/5

Every experience I’ve had thus far with the Lords and Richards team has been refreshingly positive. Has the feel of a boutique firm that treats everyone like family. I am excited to move forward and explore all the ways they can help me establish my new business, tax assistance, and above all, successfully setting myself up for a comfortable retirement.

Linda G.

5/5

The entire team at Lord and Richards are awesome. I have been with them for over 4 years. They have given great advice for my portfolio and everyone has been so helpful. I love the different events and have met so many other clients whom all love Lord and Richards as well. They have a positive attitude and are very professional, knowledgeable and trustworthy

Geralyn R.

5/5

I give a 5 out of 5! We have been clients of Lord and Richards for several years now and every time I reach out to the team with a question or request, they respond immediately. Nobody has customer service as good as theirs! They are ALL very knowledgeable and always super friendly and are very professional. I can't say enough good things about them. Thank you so much Lord & Richards team! YOU'RE THE BEST!!!

Dawna W.

5/5

My experience with Lord and Richard's thus far has been wonderful. They are very informative and knowledgeable. I am excited to work with them.

james C.

5/5

Lord and Richards has treated us well. It is nice to know that someone is taking care of us and our future well-being. I would love for some of you to get to know the staff at Lord Richards

Bruce S.

5/5

We have been very pleased with Lord and Richards. Questions either by email or phone are always answered promptly and professionally. Financial planning is thorough and also clearly explained in understandable terms and ideas.

Gina S.

5/5

We have been with Lord and Richard's for many years. We feel like in the up and down financial Rollercoaster, we have piece of mind with them on board.