Private Client Services
Corporate Client Services
PRIVATE CLIENT SERVICES
The ability to service you holistically helps ensure that all your assets are considered while working together towards your goals. Industry leading technology provides access to best-in-class solutions and provides transparency into all elements of your plan. As a fiduciary to our clients, you can be assured that our recommendations will always put your needs first.
Wealth Management Strategies
cORPORATE CLIENT SERVICES
We extend our compensation and benefits expertise to key executives in your organization with the aim of integrating their individual benefits into your company’s comprehensive financial strategy.
BUSINESS PLANNING
If you’re a business owner or executive, you know the determination and passion it takes to be successful.
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RISK MANAGEMENT
For whatever financial circumstances you find yourself in, DDR Wealth Advisors has strategies designed to help.
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RETIREMENT PLANNING
Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there.
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DDR Wealth Advisors in Rochester Hills, Michigan is a distinct wealth advisory firm focusing on coordinating and advising both individual and corporate clients in numerous areas of their financial lives. From wealth management, risk management and estate planning to business consulting and succession planning, DDR Wealth Advisors tailors strategies specific to each client’s needs. Call today to setup a one-on-one consultation. 517-410-5681
Dennis D. Richardson is licensed to sell insurance in Arizona, California, Florida, Georgia, Illinois, Iowa, Kansas, Michigan, New York, Ohio, Oklahoma, Pennsylvania and Texas.
Dennis D. Richardson is licensed to sell securities in California, Florida, Georgia, Illinois, Michigan and Ohio.
Dennis D. Richardson is registered as an Investment Advisor Representative (IAR) in the following states: California, Florida, Georgia, Illinois, Michigan and Texas.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC