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About

Richardson & Associates, Inc.

 

Richardson & Associates Inc., incorporated in 1981, is a Registered Investment Adviser specializing in employee benefits and financial services for business and individuals.  Specialized services include foundation and financial institution investments and consulting.

 

John E. Richardson, an Investment Adviser Representative, is a graduate of Eastern Illinois University and the Southwestern Graduate School of Banking at Southern Methodist University .

 

In addition to American Management Association schools, John received advanced insurance training at Purdue University and the University of Iowa .

 

John was previously associated with Irwin Union Bank & Trust Company in Columbus , Indiana for thirteen years, during which time he was Vice President and Personnel Director and Vice President and Manager of Irwin Union Insurance Services.

 

John is a Registered Representative of Fortune Financial Services Inc., Member FINRA, 1010 3rd Avenue , New Brighton PA 10566 , 724-846-2488.  

 

Lisa Kelly is a graduate of Clark College. 

 

Lisa is a licensed agent with 13 years experience in the life and health industry, specializing in employee benefits.

 

Lisa was previously associated with Benefits Plus Insurance Services Inc. in Columbus Indiana, during which time she was Vice President and Co-owner.

 

Richardson & Associates, Inc.

2605 Eastwood Drive

Columbus, IN 47203

For more information or a proposal:

E-mail JER@fortunefinancialservices.com

 

Indiana 1-800-847-2702

Telephone 1-812-378-4444

Fax 1-812-378-4445

Copyright © 2001 Richardson & Associates Inc. All rights reserved.

RICHBENEFIT DIRECTORY

EMPLOYER BENEFITS

INDIVIDUAL BENEFITS

RICHINVESTMENT PROGRAM

ENRICHED 403(b)

INTEGRATED BENEFIT PROGRAM

RICH 408(k)® PENSION PLAN