Richard Financial Resources

Specialties

Richard Financial Resources is a personal financial planning firm located in southwest Wisconsin in the town of Platteville. Jeff T. Richard, Investment Consultant, takes his clients to a higher level of service. The wide range of our products are designed to suit each individual’s needs in all phases of life. We design life-​long plans to reach our clients’ full financial potential.

By committing to some basic principles, you too can be on the road to success, wealth and financial security. To achieve your financial objectives, you need a partner you can trust. Richard Financial Resources offers exceptional service backed by over 30 years of experience. You can rely on us for all of your investment and insurance needs.

Meet the Business Owner

Jeff R.

Business Owner

Jeff T. Richard began his career over 30 years ago in the investment/​insurance industry. Over those years he has represented some of the largest insurance companies in the nation. However, being affiliated with a large corporation and contractual agreements often limited Jeff’s ability to provide the best options available to his clients. In 2010, Jeff decided to break free of restrictive corporate limitations to become a self-​employed Investment Consultant. Hence, Richard Financial Resources was born. This career move allows Jeff to bring exceptional products and services to his clients.

Jeff’s present business practice remains true by providing quality products from companies that are rated highly by top rating firms. In all cases, Jeff makes recommendations which he would also do for himself or his family if faced with a similar situation. He does his best in providing solutions to protect and increase your hard-​earned dollars. Jeff works to build client relationships