Lord and Richards - Highlands Ranch, Colorado

Address: 8744 Kendrick Castillo Way Ste. 100, Highlands Ranch, CO 80129, United States.
Phone: 7202146801.
Website: lordandrichards.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 66 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lord and Richards

☎️7202146801

⏰ Open Hours of Lord and Richards

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–12 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Lord and Richards

Lord and Richards - Highlands Ranch, Colorado

Michael S.

5/5

My wife and I attended a complimentary dinner to learn more about the Lord and Richards financial services. My wife's mother-in-law recommended that we attend since she was having a very positive experience with their services. Colin Richards was the presenter and the information he provided was very interesting and made good sense. We decided to move forward and scheduled a meeting with a financial advisor. We found that he was very knowledgeable and we were presented with various options and recommendations. We have been with them for the past year and I am looking forward to my annual portfolio review. We will discuss the performance of our current investment accounts and discuss options for protecting our retirement income, tax consulting, and long-term care insurance. Our financial advisors are very helpful and communicate very quickly to answer any questions that come up.

Ally H.

5/5

Every experience I’ve had thus far with the Lords and Richards team has been refreshingly positive. Has the feel of a boutique firm that treats everyone like family. I am excited to move forward and explore all the ways they can help me establish my new business, tax assistance, and above all, successfully setting myself up for a comfortable retirement.

Linda G.

5/5

The entire team at Lord and Richards are awesome. I have been with them for over 4 years. They have given great advice for my portfolio and everyone has been so helpful. I love the different events and have met so many other clients whom all love Lord and Richards as well. They have a positive attitude and are very professional, knowledgeable and trustworthy

Bruce S.

5/5

We have been very pleased with Lord and Richards. Questions either by email or phone are always answered promptly and professionally. Financial planning is thorough and also clearly explained in understandable terms and ideas.

Geralyn R.

5/5

I give a 5 out of 5! We have been clients of Lord and Richards for several years now and every time I reach out to the team with a question or request, they respond immediately. Nobody has customer service as good as theirs! They are ALL very knowledgeable and always super friendly and are very professional. I can't say enough good things about them. Thank you so much Lord & Richards team! YOU'RE THE BEST!!!

Dawna W.

5/5

My experience with Lord and Richard's thus far has been wonderful. They are very informative and knowledgeable. I am excited to work with them.

james C.

5/5

Lord and Richards has treated us well. It is nice to know that someone is taking care of us and our future well-being. I would love for some of you to get to know the staff at Lord Richards

Carol M.

5/5

After interviewing several financial planners I chose Lord and Richards and I couldn't be happier. Colin and his staff are so friendly and welcoming and really work to let me know my best investment options.
They stay in touch with many events and seminars which are fun and informative and I feel completely secure with them. I feel like family which is why I referred my daughter and son-in-law who are meeting with Colin next week.