Richon Insurance & Investments | Financial Advisor in Fuquay Varina ,NC

Serving North Carolina Residence
With Multiple Offices Conveniently Located
Fuquay Varina, NC 27526
Phone: (919) 300-5886

An Independent Fiduciary, Protecting What's Important


About

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
employee protection.

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.



FAQs

  • Do you have a customer satisfaction or refund policy? We continue to earn our clients business everyday, which is why we work tirelessly to continue to keep our clients satisfied.
  • What are your qualifications? What is your education background? Peter Richon has worked as an advisor both to his clients and to other advisors across the country. He is a SEC recognized Series 65 - Investment Advisor and a licensed Insurance professional. His goal is to help more people understand what it takes to achieve their financial goals.
  • What is your approach to financial planning? Planning all starts with understanding everybody has a unique situation and that the solutions to financial challenges are not one-size-fits-all. That is why the team at Richon Insurance & Investments takes an individual approach to planning with each one of our clients. Finding the right financial vehicles must start with understanding the job we are trying to accomplish.
  • What services do you offer? We offer a full range of asset and risk management services. From assistance with individual planning to employer sponsored group educational events, we serve as a resource for information and can help implement the planning required to provide you progress toward your goals.
  • How many clients do you currently manage? We have hundreds of clients who count on us for a broad range of financial support.
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Peter Richon

Peter Richon

Biography


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.

My Services


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.


Communities Served

Angier Apex
Benson Broadway
Buies Creek Bunnlevel
Cary Clayton
Coats Dunn
Erwin Garner
Gulf Holly Springs
Lillington Linden
Moncure Morrisville
New Hill Olivia
Raleigh Sanford
Spring Lake Willow Spring

Office Hours

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