Financial Consultations

Experienced, seasoned financial professionals will answer your questions whenever you need them — 24 hours a day, 7 days a week

BrownRichards provides financial consultations and referrals. Each client member is entitled to a no-cost telephonic consultation with a seasoned financial professional. On calling, the client is connected with a counselor who will review the request and set up an appointment for a financial consultation.

Typical matters include credit counseling, debt and budgeting assistance, tax planning, and retirement and college planning questions. Telephone consultations are generally limited to approximately a half hour.

Areas covered are:

  • Civil/consumer issues
  • Personal/family Legal
  • Financial matters
  • Business legal services
  • Real estate
  • IRS matters
  • Estate planning and elder law