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
- Website
- www.richonplanning.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2013
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Landon Holland | Head of Production at Richon Planning | Fuquay-varina, North Carolina, United States |
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|
| Peter Richon | Financial, Investment, & Retirement | Fuquay-varina, North Carolina, United States |
Email
Phone
|
| Amber Richon | Broker Developer/benefit Adviser |
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|
|
| Ginalee Carter | Benefits Consultant*health | Fuquay-varina, North Carolina, United States |
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 | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Executive | 1 | 1 | 1 |
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