Randall Richard
Richard Brothers Financial Advisors
South Portland, Maine
Contact
How to contact
207-347-2424
Professional Profile
Call Me When
Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Professions
Consultant
Investor
Wealth Manager
Functional Expertise
Employee benefits
Entrepreneurship
ESOPs
Estate planning
Family business
Investments
Life Coaching
Exit/Transition Planning
Business Focus
Wealth Management
Professional Certification
BS Finance, MBA, CEPA, FINRA 24, 65, 63, 53, 7, Life and Health Agent,
Transition Planning Certification or Methodology
Exit Planning Institute/Value Acceleration Methodology
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Wholesale/Distribution
Client Results
High retention rate with our clients and families
Chapter information
Membership
Greater Boston Individual
Member since
Member for 2 years
Why I'm a Member of XPX
Focus is helping Business owners and their families to have a successful business succession.
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