Richon Planning, LLC. is an independent investment, insurance and financial services firm, headquartered in the Research Triangle Park and serving as a trusted resource to residents across North Carolina and beyond. We offer comprehensive planning, protection, and savings strategies, as well as investment planning and guidance for individuals and businesses.
We focus on helping our clients define and achieve their financial goals and protect what is most important to them. We have built our business based on service, trust and integrity.
We focus on helping our clients define and achieve their financial goals and protect what is most important to them. We have built our business based on service, trust and integrity.
Reviews (7)
Kelly Allison
Aug 28, 2021
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David Scholze
Aug 26, 2021
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I and my wife are so grateful for Peter and Amber Richon at Richon Planning, LLC. We learned about them through Dave Ramsey and the Total Money Makeover.
They help you out in starting small with the Baby Steps, working hard for you challenging you too always strive for better, finding Joy in Life and enjoying every task that you do working on budget and financing.
They inspire others and encourage you to do the same.
I have learned too practice Every Day to work on our budget.
We are also learning to Mature Great Friendships along with creating greatness.
They treat you like family and are
They help you out in starting small with the Baby Steps, working hard for you challenging you too always strive for better, finding Joy in Life and enjoying every task that you do working on budget and financing.
They inspire others and encourage you to do the same.
I have learned too practice Every Day to work on our budget.
We are also learning to Mature Great Friendships along with creating greatness.
They treat you like family and are
Bachir El Koussa
May 12, 2021
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Jennifer Dollar
Feb 01, 2021
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Jonathon Rogers
Nov 18, 2019
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Ramon Espaillat
Oct 11, 2019
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Jennifer Ross
Dec 21, 2018
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Peter and Ginalee are amazing! Richon Planning helped me with my finances when I was first getting out on my own as a single mom which was hard enough. They were patient and kind. They helped me learn how to build a budget that I still use to this day. I've told my friends about them and would recommend them to anyone looking for financial services. Very happy with them!
