Charles Richards, Financial Advisor

Financial Advisor
Charles Richards

CFP®, AAMS®
124 Springfield Court, Suite 100, O'Fallon, IL 62269opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Community Outreach
  • Personal Fitness
  • Swimming

Team Members

  • Tricia Earnest
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(618) 257-2397

Fax

(855) 606-3713

Office Address

124 Springfield Court
Suite 100
O'Fallon, IL 62269opens in a new window

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