Lord and Richards

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8744 Kendrick Castillo Way Ste 100
Littleton, CO 80129

Lord and Richards is a financial firm based in Littleton, CO, that provides a range of services to help individuals plan for their retirement, manage their taxes, and make informed financial decisions. Their team of financial professionals assists clients in identifying their goals and developing tailored financial roadmaps to help them achieve their vision of financial freedom.

With a client-centric approach, Lord and Richards is dedicated to empowering individuals to live the retirement they desire, whether they are just starting their journey or are already retired. The firm specializes in helping pre-retirees build a solid foundation for retirement and works with retirees to manage income, optimize investments, and adjust financial plans as needed for a confident retirement experience.

For high net worth individuals and business owners, Lord and Richards offers tailored financial services that address unique needs, from wealth management to estate planning and tax optimization. The firm aims to preserve and grow wealth for future generations and ensure businesses thrive through comprehensive financial solutions and succession planning.

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3.06 reviews
Maria L.
6/28/2022

I'm very glad that I got in touch Lord and Richards Company. I found them to be very professional,personable ,conscientious, calm, analytical etc. They took the time to answer all my questions to...

Jeffrey J.
3/19/2025

Run, do not walk away from these advisors. They are condescending, rude and not qualified. We were looking for a second opinion on our retirement portfolios and they delivered the worst...

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M F.
6/11/2024

May be a decent place for you if you want to be treated as if you have no brain, you ask no questions about your portfolio plan, and enjoy being talked down to. The owner Colin unfortunately has a...

Dave H.
12/4/2024

TERRIBLE. This review is for the Lord and Richards Financial, in north Plano, Texas. These people are rude and inconsiderate, as they made a mistake at my families expense. I got an invitation...

Sheri B.
6/21/2022

I have been working with Lord and Richards for two years. Jason has always explained my finances clearly and has made investments on my behalf that have allowed me to retire early. I have...

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