Indispensable!
✅ Wealthtender Certified Advisor Review™
March 14, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Tim
Appreciate the Care taken with my Retirement Savings
✅ Wealthtender Certified Advisor Review™
February 28, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Karen
Peace of Mind
✅ Wealthtender Certified Advisor Review™
February 25, 2023
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Cheryl
Thank you
✅ Wealthtender Certified Advisor Review™
February 25, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Liz
Personal and Professional
✅ Wealthtender Certified Advisor Review™
February 24, 2023
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Mike
Thank you!
✅ Wealthtender Certified Advisor Review™
February 24, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:Fiancee
Rachel
5 Stars
✅ Wealthtender Certified Advisor Review™
January 10, 2018
I’ve worked with Richard for years and found him to be a caring and knowledgable expert. Since his firm is independent, he is unbiased and only recommends what is in the client’s best interest. Highly recommended for getting your retirement plan on track so you can focus on other things and he is an expert in college planning and financial aid. Great firm!
◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Claire Akin
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