portrait of Bo Richardson
FINANCIAL ADVISOR

Bo Richardson

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Pickleball
  • Racquetball
  • Traveling
  • History and Museums
  • Fine Dining

Team Members

  • Caroline Collins
    Sr. Branch Office Administrator
  • Julia Whitmire
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 784-9498

Fax

(866) 462-5559

Office Address

6001 Gateway Center Drive
Suite 107
Kannapolis, NC 28081opens in a new window

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