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For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years
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For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years
78731 Austin
Yes
Texas McCombs School of Business, MBA, Executive MBA Program | The Wharton School, BS Economics
YMCA of Central Texas - Metro Board Executive Committee Member, Chair of Board Engagement & Policy Committee
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My wife and I have been with the Archer team for almost 3 years. Throughout, they have been responsive, thorough, and professional. All of the staff are excellent communicators, in person or via email/texts! The entire experience has brought us a great sense of security – from the initial “get to know you” conversations, with Rich doing an excellent job of listening, to the mid-course corrections when life changes. Initially they brought great organization to our portfolio, and our retirement is organized and easy to track. Whenever it’s time for us to do some homework, they are great at helping us with our end of the tasks.
We have been with Richard for about 2 years. His team is thorough, responsive, and anticipatory. I appreciate annual reviews and meeting throughout the year. I look forward to our ongoing relationship. I recommend them without hesitation. We transferred our retirement accounts and underwent a comprehensive assessment of our holdings and investor risk. They have excellent follow through, a reminder system for you to accomplish your assignments. I feel confident that our financial decisions will be enduring.
I’ve known Richard Archer for over 20 years and he “walks the talk”. He is trustworthy, honest, and genuinely cares for the people he serves. My husband and I asked Richard to consolidate all of our various retirement accounts shortly after we got married. He made the process as simple as possible for us. As our investments grow, we never fear about what the market is doing, if we should buy or sell. Richard understands our goals and uses his gifts and knowledge to make sure we are on the right tract for reaching them. We look forward to our annual review with Richard and his team. They are proactive in making sure they have answers even before we ask the questions!
We have worked with Rich for many years and could not be happier to have him in our corner! We know our money is being well taken care of and any recommendations Rich has for us are always based off of our specific situation. 100% recommend.
I have had the pleasure of working with Rich for almost 20 years. I am always happy with the level of service he and his team provide. The returns have been excellent and risk management is top notch. There is plenty to worry about in this world, but not once have I doubted that Rich has my best interests at heart. It is a great team. Thank you Rich!
Working with Archer Investments has provided peace of mind in a turbulent world. Rich is an active and thoughtful listener with a wealth of experience and confidence. I’m able to rest easy with him and his team as co-pilots in meeting my financial goals.
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