Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
At The Perry Richey Group, we know the importance of having peace of mind that your loved ones and close friends are making informed financial decisions.
Therefore, we are excited to announce the launch of The Advocate Advantage Program. A program meant to provide your loved ones and close friends with resources they need for the life experiences that they are encountering. Whether your child is enrolling in their first 401(k) plan, or your former colleague has questions about Medicare. The Advocate Advantage Program is a way to connect the people you care about the most to the resources they need to make informed financial decisions. Listen in as Jacqueline, Brooke, and Claire share about this new program and how you can sign up.
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