Neil Richardson, Financial Advisor located in Urbana, IL
Serving clients with $500,000
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®
  • ChFC®

    Chartered Financial Consultant®
  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • History and Museums
  • Gardening
  • Outdoor Enthusiast
  • Soccer
  • Woodworking

Team Members

  • Rosalie Dowers
    Branch Office Administrator
    FPQP®

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