Broker Check

Warner Center Towers
21550 Oxnard Street Suite 810
Woodland Hills, CA 91367

Richardson Financial

(818) 348-0603

 

Products & Services

At Richardson Financial, we provide assistance in the following areas:

Investments

  • Bonds 
  • Common Stock 
  • Educational IRA 
  • Traditional IRA 
  • Roth IRA 
  • SEP IRA 
  • Simple IRA 
  • Brokerage Accounts 
  • Treasury Bills 
  • Government Securities 
  • Treasury Notes 
  • Variable Annuity
  • Indexed Annuity
  • Fixed Annuity 

Financial Planning*

  • Vest Vision Plans
  • Retirement Plans
  • 401 (k) Planning 
  • 403 (b) Planning 
  • College Plans 
  • Money Purchasing Plans 
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance 
  • Life Insurance 
  • Long Term Care Insurance

Tax Planning

  • Relocation Tax Issues 
  • State Tax Return Preparation 
  • Representation Before the IRS 
  • Tax Return Preparation 
  • Individual Tax Preparation and Planning 
  • Business Start Up, Counsel and Corporate Taxes 
  • Small Business Accounting Services 
  • IRS and State Tax Audits 
  • Income, Gift and Estate Tax Returns