My wife Janis and I have worked with Will and Richardson Financial for a number of years now.  They have been extremely helpful in creating a plan to meet our retirement goals.  Now that my retirement has begun, I am seeing the benefits of Will's thorough planning and strategic thinking.  I appreciate all of his team's efforts and am confident that our financial needs will be met for years to come!

- Bill White, Senior Vice President, Private Equity & Venture Capital Group at Woodruff Sawyer in San Francisco

I have been a NM customer for over thirty years, and the past several years I have had the pleasure to work with Financial Planner Will Richardson.  NM handles all my investment needs: retirement accounts, long term care, life insurance, annuities, and a brokerage account.  When I first met Will, he had prepared a comprehensive financial analysis for me and we focused on retirement planning, at my request.  Not only does Will respond, promptly, to my questions or concerns, but he is proactive.  I receive occasional emails, an annual in-person meeting, and occasional telephone calls just to check in.  Will is intelligent, serious, personable, and very easy to work with.  He displays a rare combination of professionalism and friendliness.  Will works with a team and each team member I have interacted with has been pleasant, respectful, and responsive.  Will’s team works together efficiently so setting up meetings or calls, getting documents filled out and submitted, or receiving funds, etc. is seamless. 

- Lynn Pasco, Attorney


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Richardson Financial, Wealth Management & Insurance Services

William Richardson III, CLU®, CFP®
Wealth Management Advisor

Richardson Financial, Wealth Management & Insurance Services


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