We started our relationship with Lord and Richards earlier this year. We have had several meetings and were completely overwhelmed with the information presented and how we can have our portfolio grow and be protected. We also were afforded the opportunity to use some software to create our will and trust. Every interaction we have had has been informative and helpful. We highly recomend Lord and Richards as a financial partner. read more

Very good company. They care about their clients. Highly recommend going to an event to learn how they can help your financial situation. read more

Before we started using Lord and Richards, we felt a bit uneasy about our retirement plan. Actually, we didn't have a real plan other than our 401k. As we approached our mid-50s we realized how important it is to have a solid plan and professionals to guide us. Fast forward to today. I was able to retire at 61, and my husband plans to retire early as well. We credit our successful journey to the exceptional information and guidance we receive at Lord and Richards. read more

We have been clients for three years and appreciate the ease of access and comfort of knowing our investments are secure.

They have an amazing staff, that walks you through planning for the future. Very pleasant to work with, very helpful.

I met this company via an ad on Facebook. They were offering a free dinner at the Fort restaurant. The trade off, listening to a surprisingly well thought out and presented orientation on funding retirement. The dinner was fabulous and I learned a great deal from the presentation. I made an appointment for a week later to have a financial assessment done. The information I came away from that meeting with was pure gold. I'm debating becoming an actual client and letting this firm become my money manager. The people really impressed me and their financial knowledge is off the hook. read more

I am tired of receiving the same old tired free dinner invites from this outfit. Not sure how or why I am on their list but my finances are managed by me with the assistance of a highly qualified broker. I have tried to get off their mailing list to no avail. At this point I feel that I am being harassed by them. read more

I love how I feel seen by this company. Not only to they bring financial knowledge, but also compassion and care. They are proactively working for me. The staff is amazing. I highly recommend giving them a chance to look at your financial portfolio. read more

Lord and Richards - Collin Richards - Investing Near Me - Highlands Ranch, Colorado

I am trying to decide if I should use these folks to help me with next step of investing. Went to a seminar. It's mostly a sales pitch with a few nuggets of high-level information thrown in -- but that's what I expected so am OK with that. I really was there to find out about Lord & Richards more than specific investing strategies. Based on the seminar, they seem like a solid company. But... ...Reading thorough reviews here gives me pause if I should pursue working with them. They seem to respond with "thank you" for some of the great reviews. However, they entirely ignore the multiple reviews stating how rude and condescending they can be. That and turning away somebody, without having contacted that person, because he brought his adult son who will be managing the estate?! Yup, that is quite rude. Entirely ignoring these reviews rather than providing a thoughtful reply (or even an apology) seems to give credibility to the reviewer's complaints regarding rude and arrogant. read more

Exceeded expectations, L&R's is a company that doesn't serve the dollar... but provides the tools to not only retire with security, but allows a couple to "Make a difference"... to impact families friends for the Glory of God! Thank you Collin. read more

Lord and Richards is what all investment advisors should be. Genuine personal and individualized care with very reasonable rates. Giving half their profits to charitable causes is a plus. read more

Lord and Richard have great people and give excellent advice. They are honest, thorough and understand retirement needs. I would recommend them to anyone looking for a solid retirement plan. read more

Wonderful venue at the Vehicle Vault with fine live music, and delicious food. The lecture by Collin Richards was very easy to follow. They are an ethical company, too. read more

We have enjoyed working with Lord and Richards and have benefited from their wisdom and support.

Good communication on financial planning, diverse products and wonderful events for clients. Highly recommend to meet with their team to learn more about how best to navigate financial, retirement future. read more

Lord and Richards is a great and highly skilled investment firm. Great educators on wealth and wisdom. Highly recommending them .

Very happy with Lord and Richards and feel like part of a family. Their guidance in planning for our transition into retirement is helping us feel that we will be successful. Nice people to work with. read more

We have been working with Lord and Richards for many years and find them honest, knowledgeable, and successful with our investments.

I just started with them this year and our experience has been wonderful, everyone is really professional and nice, this is definitely the beginning of a long relationship. ​ read more

Rude and disrespectful! My wife and and I just went to their event at Law's. While Andy's pitch was that he wasn't there to sell us anything, he became very agitated and even rude.And disrespectful, when he found out, I didn't want to schedule an appointment with him. I wouldn't trust this joker with a dime of my money. read more

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 big ego and not a pleasant person to work with in any means. Other office personal and advisors that I had contact with were very nice though! I started working with Charles-a very nice, personable, and warm professional personality. But he left and I got stuck with the owner, Colin Richards. Glad my money won't be managed here. A Christian company? All I can say is seriously, thank God I am not working with them. Go elsewhere. read more

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 presentation I have ever seen. Suggested we put over 80% of our money in one investment (an annuity) and then wanted an immediate answer to proceed. We looked it over more thoroughly that night and discovered many issues and canceled the next meeting. The advisor was very rude when we cancelled the next meeting and basically told us we had no brains. read more

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 to attend a financial seminar with a guest. When I called I ask if I could bring my son as a guest as he will be managing my estate and trust. I told them he was 28, and they said fine. you have to be 21 years of age. We arrived for donner and the seminar and were embarrassingly turned away. They said you have to 50years old to attend. It does say that anywhere on the documents and it was not verbally communicated. Rachel, the greeter said she tried to call me twice and email me, but that is a lie, as there is no email or call history to support her claims. It is very rude of them to treat people like this. We gave up an evening, dressed up and drove 30 minutes one way for humiliation. I am 68, have several college degrees, a university teaching career and money to invest. How could you trust these rude people with your money when they can not be responsible enough to communicate and show some consideration and manners. Don't use them. read more

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 tremendous confidence in Jason and the team and Lord and Richards. read more

I have worked with Lord and Richards for about 10 years and with every event that happens which causes investments to change, my confidence in the advice I have received continues to grow. Crazy times? Have faith that Lord and Richards will guide you to the best possible outcome. read more

We were so nervous about choosing retirement options. How could we be sure about what time was best to retire? Would we have enough to retire? I didn't even know how or when to file for social security. Our agent, Jason Weckel, and CEO Colin Richards, at Lord and Richards, have our highest respect now that we've been with them for a few years. They specialize in personally guiding us through the phases of our lives, a legal issue, and the roller coaster economy we've been in, and we couldn't be more pleased. read more

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 my satisfaction. I highly recommend them, I'm very satisfied with the way they are handling my finances. Maria L. read more

My experience with Lord and Richards is deeply satisfying. I found them to be professional, personable, analytical, calm, etc etc. I've been interacting ,seating down with a number of them at different times and every time I had a great experience ,weather with people at the front desk or the financial advisers. I am impressed with their passion and eagerness to inform me about the variety of options available and their patience to explain to me the small details that I'm interested in. Do I recommend Lord and Richards financial advisers? WHOLE HEARTEDLY. My experience with them is WONDERFUL . I'm sooooo very thankful that they are handling my wife's and my portfolio. I'm confident in their professionalism, integrity, diligence, I just regret that they weren't the first to handle our finances. I'm so thankful for their help, everytime I have an interaction with any of them I feel a sense of satisfaction, like talking to old friends...and getting my questions answered. Nick Limbasan read more