Richon Planning LLC
Company Management

Richon Planning LLC

Financial Services Fuquay-varina, North Carolina, United States 7 employees
Employees
7
Contacts
2
Emails
2
Phones
2

Richon Planning LLC Overview

Headquarters
Fuquay-varina, North Carolina, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
7
Founded
2013
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Richon Planning LLC

Richon Planning, LLC. is an independent investment, insurance and financial services firm, headquartered in the Research Triangle Park and serving as a trusted resource to residents across North Carolina and beyond. We offer comprehensive planning, protection, and savings strategies, as well as investment planning and guidance for individuals and businesses. We focus on helping our clients define and achieve their financial goals and protect what is most important to them. We have built our business based on service, trust and integrity. Peter and Amber Richon, along with their team of professional, local advisors and trusted benefit consultants have the experience to help design, implement and administrate comprehensive personal wealth and retirement planning strategies, business solutions and employee protections. We provide personalized investment and income strategies, as well as tax and estate evaluation for all sizes of portfolios and estates. We help businesses protect their productivity, profits and personnel. We help people protect and grow their savings, investments and lifestyle through planning strategies that are designed to replace doubt and uncertainty with knowledge and clarity. We maximize your financial progress by reducing unnecessary risks, fees and taxes so that you can retire with confidence.

Richon Planning LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Richon Planning LLC Org Chart

Sample employees and titles
Name Title Contact
Landon Holland Head of Production at Richon Planning
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Peter Richon Financial, Investment, & Retirement
Email Phone
Amber Richon Broker Developer/benefit Adviser
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Ginalee Carter Benefits Consultant*health
Email Phone

Employees by Management Level

Individual contributor 3 profiles
VP / Head 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Executive 1 1 1

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