Cody Richmond - Financial Advisor | Philadelphia, PA

Service Area: Philadelphia, PA
Team Size: 150 employees
Business Duration: 17 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card

Services Offered

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit

Business size

Small (fewer than 10 employees)
Medium (10-50 employees)
Large (more than 50 employees)

Business stage

Startup (less than 2 years)
Mid-stage (2-5 years)
Established (5 years and more)

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

We take a comprehensive financial planning approach for our clients.

Our three uniques are Holistic Financial Planning, Safe Money Strategies, and Proven Asset Management Strategies.

Our Professional Services:

*Retirement Income Planning*

Providing solutions for your income needs

*Investment Planning*

Strategic portfolio management to create effective diversification for targeted returns

*Tax Planning*

Plan to minimize Short and Long-term Capital Gains, Income, Required Minimum Distributions, and Estate taxes

*Healthcare Planning*

Strategic access to industry services to alleviate future concerns around assisted living, life, and Medicare

*Social Security Optimization*

Collect your social security at the right time to maximize payments

*Legacy Planning*

How to pass on assets in a tax-friendly manner

*Fiduciary Adviser Standard*

Licensed as a Fiduciary Advisor to ensure clients' best interest in working together

License

- License Holder: Cody Richmond
- License Type: Investment Adviser Representative (PA)
- License number: #7489910
- License verified on 1/8/2024
- Valid through 1/8/2026

Verification

Background Check
- Cody Richmond
- Completed on 1/9/2024

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