Richon Planning

Fuquay-Varina, North Carolina

★ 4.8 (32 reviews)
Call (919) 300-5886 Visit website →

About

Richon Planning is an independent registered investment adviser based in Fuquay-Varina, North Carolina, offering financial planning, investment management, retirement planning, estate planning, and insurance analysis services. The firm specializes in working with individuals approaching or in retirement, particularly those with multiple employer retirement accounts, and uses a four-step planning process to consolidate and clarify clients' financial situations. The principal, Peter Richon, and his team focus on retirement-focused households across North Carolina and nationally, with an emphasis on transparency and long-term relationship building.

Specialties

College Savings Estate Planning Retirement Planning

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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