Reviews
Customer Review Ratings
Average of 48 Customer Reviews
Want to share your experience?
Leave a ReviewReview Details
Review fromSandra L
Date: 06/19/2025
5 starsLord and Richards walked us through the process of my husband retiring. We weren’t sure how we would manage our retirement or if we would have enough money so we could retire. They have been amazing walking us through this journey and we couldn’t be more grateful!Review fromCHRIS V
Date: 04/06/2025
5 starsLord and Richards have been instrumental in the structuring of our retirement goals. Always available.
Lord and Richards, Inc
Date: 04/08/2025
***** thank you so much for taking the time to leave feedback for us on the BBB site here. It means the world to us to know we have met and hopefully exceeded your expectations throughout this journey toward your retirement goals. You are a pleasure to work with and we look forward to the next time we see you in office, via zoom or at an event we may be hosting! Have a blessed week and we will talk soon!
- Colin *********************** CEO and Founder
Review fromAdrienne J
Date: 02/07/2025
5 starsI love Lord and Richards. They are welcoming whether you have a little or a lot of money! The team is always willing and available to assist with questions asked. I attended my first Wealth and Well ess seminar at the ****************************. The food was delicious and nutritious! The seminar on the Economy was very informative. It was an enjoyable evening!Lord and Richards, Inc
Date: 02/18/2025
It's wonderful to hear from you ********! We loved having you out to our event, we're so thankful you've found the team to be very helpful working with you on all your retirement planning needs! We look forward to seeing you again soon!
- Colin *********************** CEO and Founder
Review fromJohn and Sally G
Date: 12/14/2024
5 starsWe appreciate all the personal financial advice that ***************************** has provided. It gives us peace of mind to know that ***************************** is giving us a plan that meets our personal needs and concerns. Special shout out to **** *******, very personable and knowledgeable. ************Lord and Richards, Inc
Date: 12/19/2024
**** and ***** it's so wonderful to hear from you! We are thrilled that you have enjoyed working with **** and our financial firm as a whole. We know it takes time to give us feedback like this and we truly appreciate it! We enjoy seeing you throughout the year in the office and at our events when you are able to make it! Here's to many wonderful years of retirement ahead and may you have a wonderful Christmas season!
- Colin *********************** CEO & Founder
Review fromMichael T
Date: 11/14/2024
5 starsWe really like Lord and Richards and continue to recommend them to both friends and family. They have helped guide us through retirement planning and strategies that help us prepare for the future! Thank you so much, God Bless. *************Lord and Richards, Inc
Date: 11/18/2024
******* it's so good to hear from you and learn about your experience with our team at Lord and Richards! We take your retirement planning seriously and enjoy getting to know you both along the way. We greatly appreciate seeing you at our events and in the office! Hopefully we see you at our upcoming Christmas Wealth and Wisdom! Have a wonderful week!
- Colin *********************** CEO and Founder
Review fromJohn T
Date: 10/13/2024
5 starsWe have begun our search for a new fiduciary and were quite impressed by the Lord and Richards presentation this evening. We recognized a few of the faces of your employees who worked for our current advisor. Lord and Richards must be something special if you were able to attract those employees to your family. Looking forward to learning more about Lord and Richards. Cant wait!**** & **** *.Review fromJim G
Date: 10/10/2024
5 starsVery satisfied with their attention to the products available and the fit with our goals.Review fromMargaret B
Date: 08/19/2024
5 starsLord and Richards is run by caring and competent financial leaders. Not only do I have confidence that they understand how to protect and grow my financial future but they also do it with the highest of ethical standards. My husband and I are always greeted with warmth, a cup of coffee and a delicious chocolate chip cookie! Thank you, Lord and Richards!Lord and Richards, Inc
Date: 08/20/2024
******** it is wonderful to hear from you! We are so thankful to have you all as clients and consider it a privilege to work with you on your retirement goals! We want to maintain the highest expectations for our clients and give them an unrivaled relationship! We truly enjoy seeing you every time at the office or at one of our events! May you have a wonderful week ahead!
- Colin *********************** CEO and Founder
Review fromVal & Jane F
Date: 08/19/2024
5 starsWe have been with Lord and Richards for several years and are very pleased with how they have handled our money. If we have a question, they are quick to get back to us with the answers. They are very honest and the people there are so caring. We are blessed to have a christian organization who helps us with our financial services.Lord and Richards, Inc
Date: 08/20/2024
It means to world to us to hear from the **** family! You guys are incredible to work with and we are fortunate to know you. From attending events or seeing you in the office, it always brings a smile to our teams faces to know you are coming our way! Working with financial investments can be stressful but we aim to make it a success story for each one of our folks we work with! We are so thankful for the both of you!
- Colin *********************** CEO and Founder
Review fromJanice B
Date: 07/16/2024
5 starsWe have been clients of Lord and Richards for about ******************************************** want to revise our portfolio, they are very responsive and listen to our needs. We have been very satisfied with everyone in their office.Lord and Richards, Inc
Date: 07/17/2024
What a blessing it has been to know you guys for all these years! Really it feels more like wonderful friends. We thank you for allowing us to be apart of your life and your retirement journey! It's wonderful to help work through taxes, social security, retirement strategies to make sure things go according to plan! We look forward to seeing you again soon and thank you for taking the time to let us know how we are doing!
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.