Richon Insurance & Investments is an independent planning firm located in
the Research triangle area and serving Raleigh, Cary, Apex, Holly Springs and
Fuquay Varina. We offer insurance planning, protection, and savings as well as
investment planning and guidance for individuals and businesses. We have
built our business based on trust and integrity. Peter Richon and wife, Amber
Richon, along with their professional team of local financial advisors and
trusted benefits consultants have over thirty years of combined experience in
helping develop personal planning strategies, business solutions and
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 clarity and education. We maximize income and social
security by reducing unnecessary risks, fees and taxes.
Founder - Investment Advisor
Peter Richon has been providing retirees and preretirees financial guidance to secure their lifestyle and manage their planning for over a decade. Peter has an understanding of the potential obstacles in the way of a secure financial future and has developed practical strategies for dealing with the difficulties his clients face. Peter has been heard on local and national financial talk radio programs providing insight for over 15 years, even prior to becoming a planner himself. It was through this experience that he realized he wanted to help educate people on how to build true financial security.
Financial Advice & Consulting
Thorough portfolio review and strategy direction and implementation. Ongoing monitoring and management. Retirement planning strategy discussion and implementation to maximize funds and income available for retirement.
Financial Planning for Individuals
Complete planning through individual service and a network of qualified, professional referral partners where needed.
Financial Planning for Businesses
Consulting for productivity maximization and worker benefit packages. Employee voluntary benefits including disability, cancer, critical care, life, 401(k) and the important added business protection of employee financial education processes and services, protecting the employer and furthering the financial progress of the employee group.
|Spring Lake||Willow Spring|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|