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Ann-Marie Bethoney

Ann-Marie Bethoney

Susan Bishop, 9 Jun 2022
Ann-Marie joined Richardson Financial Services in 2022 as a Client Service Specialist. Her friendly approach and high energy are a great fit with the Firm’s client-centric philosophy. In her role, Ann-Marie collaborates with the Investment […]
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Lisa Johnson

Lisa Johnson

Susan Bishop, 26 Jul 2021
Having been with the firm since 2005, Lisa is well-positioned in her role as Client Service Specialist to facilitate meaningful connections with the firm’s clients and to monitor client satisfaction. Lisa is the key liaison […]
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Edward Pitts

Edward Pitts

Susan Bishop, 26 Jul 2021
CFP® Ed, a Certified Financial Planner®, returned to work at Richardson Financial Services, Inc. in March of 2020. Ed has over 25 years of experience serving institutional clients and assisting individuals and families plan for […]
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Brian Maxfield

Brian Maxfield

Susan Bishop, 26 Jul 2021
CFP®, CLU, CASL Brian, a seasoned and knowledgeable Certified Financial Planner®, joined Richardson Financial Services, Inc. in 2003. He provides personalized financial planning and investment advisory services, develops, and executes near-term and retirement plans, implements […]
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Steven Richardson

Steven Richardson

Susan Bishop, 26 Jul 2021
CPA Steve founded Richardson Financial Services, Inc. in 1997 and is currently the Firm’s President. Under Steve’s leadership and guidance, the Richardson Financial Services, Inc. team provides comprehensive personal financial planning services that meet the […]
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About

Richardson Financial Services is a comprehensive financial planning practice based in Medway, Massachusetts. We consider ourselves your and your family’s Chief Financial Officer (CFO). With our focus on personal service, we are committed to helping you realize the financial future that allows you to achieve both individual and family goals.

Contact Info

Richardson Financial Services, Inc.
165 Village Street
Medway, MA 02053

508-533-2335

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through Richardson Financial Services, Inc.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Richardson Financial Services are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS please visit: https://www.jw-cole.com/disclosures

Richardson Financial Services, Inc. and JWC are unaffiliated entities.
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