Become a Client
We hope you have found the information provided on this website to be interesting and helpful. If you think the investment services we offer may be a good fit for you and your family but don’t know how to proceed, or you are concerned about what’s involved in the process, feel free to contact us so we answer any of your questions.
If you chose to become a client, we will ensure:
- Ease of transfer – we do all the paperwork to transfer your accounts safely and easily
- Your investments are safe – Richardson GMP meets all regulatory requirements
- Regular meetings are scheduled
- Lunch & learns provided to keep you informed
- Our shared goals are written down for future reference
The fist step is to call or e-mail, and we will arrange a meeting so we may understand your unique requirements.
