Insights

Small advisory Target The Richards Financial Group as a boutique advisory firm with potential to expand through additional retirement plan consulting, wealth management services for business owners, and expanded employee benefits programs for clients already served.

Succession focus Leverage their emphasis on business ownership and succession planning to offer advanced estate planning, business continuity strategies, and corporate structure optimization to high-net-worth owner clients.

Tech leverage Position data and advisory technology enhancements (CRM, client portals, digital onboarding) to improve client experience, scalability, and regulatory compliance for a small firm relying on Cetera Advisor Networks.

Risk & compliance Offer integrated compliance, HR, and benefits administration solutions to support employers in managing group benefits, retirement plans, and regulatory requirements for mid-market clients.

Growth partnerships Propose strategic partnerships to expand geographic reach and product suite, including private wealth diversification, executive compensation consulting, and expanded commercial insurance programs for business clients.

Similar companies to The Richards Financial Group, Inc.

The Richards Financial Group, Inc. Tech Stack

The Richards Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, jsDelivr, and more. Explore The Richards Financial Group, Inc.'s tech stack below.

  • Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Content Management System
  • Underscore.js
    Javascript Libraries
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • Orbit Slider
    Web Tools And Plugins

The Richards Financial Group, Inc.'s Email Address Formats

The Richards Financial Group, Inc. uses at least 1 email format:
The Richards Financial Group, Inc. Email FormatsExamplePercentage
First@richardsfinancialgroup.comJohn@richardsfinancialgroup.com
100%

Frequently Asked Questions

What is The Richards Financial Group, Inc.'s phone number?

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You can contact The Richards Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Richards Financial Group, Inc.'s official website and social media links?

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The Richards Financial Group, Inc.'s official website is richardsfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does The Richards Financial Group, Inc. generate?

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As of September 2026, The Richards Financial Group, Inc.'s annual revenue is estimated to be <$10M.

What is The Richards Financial Group, Inc.'s SIC code and NAICS code?

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The Richards Financial Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does The Richards Financial Group, Inc. have currently?

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As of September 2026, The Richards Financial Group, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Owner / Advisor: D. R. and Insurance Broker: J. R. Explore The Richards Financial Group, Inc.'s employee directory with LeadIQ.

What industry does The Richards Financial Group, Inc. belong to?

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The Richards Financial Group, Inc. operates in the Financial Services industry.

What technology does The Richards Financial Group, Inc. use?

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The Richards Financial Group, Inc.'s tech stack includes Amazon Web Services, Google Hosted Libraries, jsDelivr, Drupal, Underscore.js, Google Maps, Bootstrap and Orbit Slider.

What is The Richards Financial Group, Inc.'s email format?

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The Richards Financial Group, Inc.'s email format typically follows the pattern of First@richardsfinancialgroup.com. Find more The Richards Financial Group, Inc. email formats with LeadIQ.

When was The Richards Financial Group, Inc. founded?

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The Richards Financial Group, Inc. was founded in 1992.
The Richards Financial Group, Inc. logo

The Richards Financial Group, Inc.

Financial ServicesColorado, United States0-1 Employees

The Richards Financial Group, Inc. is a financial services firm based in Englewood, Colorado, offering a range of consulting and brokerage services to businesses and business owners. It operates with market partners Cetera Advisor Networks LLC and The Benefit Team, LLC to deliver its services to both employers and individuals.

For employers, the firm provides group health, disability, life and dental insurance, 401(k) and other employer-sponsored retirement plans, executive compensation, business ownership and succession planning, employee benefit programs, compliance and human resources support, and commercial insurance programs. For individuals and families, the firm offers private wealth management, personal retirement plans, estate planning, personal life and disability insurance, and personal lines insurance. Don Richards, CFP, CPFA and founder, has worked as a financial advisor and independent broker since 1984, holds a BS in Civil Engineering from the University of Colorado, an MBA in Finance from the University of Denver, and the CFP designation; investment products are offered through Cetera Advisor Networks LLC, a Registered Investment Adviser.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
0-1

Section iconFunding & Financials

  • <$10M

    The Richards Financial Group, Inc.'s revenue is estimated to be in the range of <$10M

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