Richard Financial Resources, LLC is a personal financial planning firm located in southwest Wisconsin in the town of Platteville. Jeff T. Richard, Manager/Investment Consultant, takes his clients to a higher level of service. The wide range of our products are designed to suit each individual's needs in all phases of life. We design life-long plans to reach our clients' full financial potential.

By committing to some basic principles, you too can be on the road to success, wealth and financial security.
To achieve your financial objectives, you need a partner you can trust. Richard Financial Resources offers exceptional service backed by over 30 years of experience. You can rely on us for all of your investment and insurance needs.

Our Products & Services
  • Investment Services
    Money Management
    Roth IRA
    Mutual Fund
    Pension Plan
    Profit Sharing Plan
  • Insurance Services
    Permanent or Whole Life Insurance
    Term Insurance
    Long-Term Care Insurance
    Survivorship Life Insurance
    Universal Life Insurance
    Group & Individual Disability Insurance
  • Retirement Planning

Mighty things from small beginnings grow.
John Dryden, English Poet

New Products

+ PLUS +
Low Cost Term Insurance
With Various Quality Companies
Latest News

Mutual Funds

PO Box 418
35-B South Court Street
PO Box 418
Platteville, WI 53818

Office: (608) 348-4994
Fax: (608) 348-4997
Toll-free: (800) 335-4994
Cell: (608) 331-7523

Office hours vary
according to occasional
out-of-office appointments.
Please contact our office to set up an appointment or simply stop in
to see if we are available.

Securities States - IA, IL & WI
Advisory States - IA, IL, OH, TX & WI

The websites provided herein are provided for your convenience only.
Richard Financial Resources does not attest to the accuracy of the information found on these sites.

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