Anderson & Associates Wealth Management
Richard Anderson
Wealth Management Advisor|CFP®, CLU®, ChFC®, AEP®, MSFS
Client Testimonial
Rich Anderson has methodically and comprehensively guided my wife and myself through our wealth management portfolio as we approach our retirement years. His professionalism, attention to detail, responsiveness to our questions and concerns, and willingness to inform, educate and counsel us in decision making have been key to sustaining the trust and confidence that permeates our working relationship.
Client Testimonial
Rich and Gene were not just interested in our financial, but also our personal wellbeing. Their presentations and meetings were well organized, thoughtful, and pointed out where we had unnecessary financial risks and potential insurance coverage gaps. They formulated and clearly communicated a plan we feel very comfortable with.
Client Testimonial
For the past 8+ years Richard and his team have been professional, attentive, and super knowledgeable regarding our life insurance policies and our other investments. He has devoted invaluable time in explanation of both through the years. We especially appreciated his firm, solid advice when we got super nervous on our investments during Covid. We've always told him to 'shoot it to us straight!' We can tell you Richard and his team have won our trust (and I'm sure they'll agree when we say... that's not easy!).
Client Testimonial
Working with Rich, we have been able to establish a financial plan that meets our present and future goals while providing peace of mind by incorporating long-term care and life insurance considerations. Most importantly, we know that we are dealing with someone of the highest integrity who is focused on what is best for us!
Client Testimonial
For the approximately 20 years that I have been a client of Richard Anderson I have received extraordinary service and treatment. Rich and his staff have always been responsive to my needs. As for financial success, thanks to Rich, mine has been beyond my wildest dreams.
Client Testimonial
I met Richard and his team 3 years ago due to a significant life event. Planning my financial future was important and I needed a team I could rely on who could help me map out new financial strategies to live within my means and plan my future without worry. Rich and Gene took the time to listen and talk through my goals to put a plan in place that worked best for me. I meet with the team twice a year to evaluate my goals and to assure I am 'on task'. In between these meetings they are always available for questions or the occasional 'reassurance' that comes with a market that can go up and down. Having the right financial team in front of you is critical to plan for 'the now' and the future. Rich and his team have a high level of honesty and integrity which gives me the peace of mind that I am in good financial hands. I have worked with other financial advisors and I can sincerely say that Rich and his team at Northwestern Mutual are by far the best financial advisors I have ever worked with. Without hesitation, I highly recommend them!
Client Testimonial
As a college professor with an arts background, I have ben fortunate for well over a decade to have benefited from the sage financial advice of Rich Anderson. Over many years I have witnessed office moves and organizational changes, yet the staff’s dedication to its clients, to advising and serving everyone, never waned. In fact, over time, as they celebrated promotions and retirements, I celebrated with them appreciating the growth of the company and the staff’s unwavering support and personal interest in my future. I am grateful to be a NM client, especially during challenging times, when trust in financial consultation reduces stress and contributes to personal wellness.
Client Testimonial
When searching for a financial representative, we were looking for a person we could trust as well as capable of advising us through changing circumstances. Rich has proven to us many times his transparency and integrity as he provides information needed for developing strategies in an easy-tounderstand manner. Donna and I have been incredibly pleased and do not hesitate to recommend him to our friends and family.
Client Testimonial
We greatly appreciate the guidance and support of Rich Anderson, Elana Phillips, and the rest of the Anderson & Associates Wealth Management team. They’ve helped us with assessing our personal needs and situation, providing comprehensive alternatives, and developing and implementing our plan. They spend the time to answer our (many!) questions to help ensure we’re comfortable and confident with our plan. They make it as easy as possible for us. They’ve given us so much peace of mind that we’re in a good position, today and in the future, whatever may come.
Client Testimonial
We have been working with Rich Anderson for almost three years and are really glad to be able to say that. He is knowledgeable, quick to respond to questions and makes a real effort to stay current with the markets, new products, and legislation. We have always been encouraged to ask questions and have never felt rushed or dismissed in our dealings with Rich. I am extremely grateful that we shifted our investments as the trust level that we have developed with him is far greater than past experiences. We would absolutely recommend working with Rich.