Samuel Richmond of Nvestfit, LLC/ LPL Financial is a member of XPX Atlanta

Samuel Richmond

CFP(r)

Lawrenceville, Georgia

Professional Profile

Call Me When

Call Me When... You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

Contact Method

195 W. Pike Street Ste 209 Lawrenceville, GA 30046 call Samuel M Richmond at (770) 648-2348

Profession

  • Coach
  • Insurance
  • Wealth Manager
  • Professional Certifications

    CFPu00ae

    Functional Expertise

  • Cash flow enhancements
  • Charitable giving
  • Debt
  • Investments
  • Retirement
  • Risk management
  • Business Focus

    Medical Practices, IT/ Software companies, Automotive, Legal practices

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Real Estate/Construction
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I value being a part of a brain trust where I can contribute to the knowledge base and tap into the collective expertise of many to accomplish results for the clients that I serve.