Casey Richards, Financial Advisor located in Austin, TX

Financial Advisor
Casey Richards

ABFP®, AAMS®, AWMA®
2905 San Gabriel St, Suite 201, Austin, TX 78705opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • College Savings
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Golfing
  • Traveling
  • Movies & Entertainment
  • Spending Time with Family

Team Members

  • Stephanie Jarnigan
    Sr. Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(737) 384-2228

Fax

(888) 339-6602

Office Address

2905 San Gabriel St
Suite 201
Austin, TX 78705opens in a new window

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