Michael Richard

Michael has been managing our investments for several years and has done an exceptional job!! Very good customer service and he is very responsive.

I have been working with Michael for close to a decade and couldn’t be happier. The level of service, the performance, and his integrity are unmatched. I was with a “larger” firm prior to trusting Michael with my retirement funds and am extremely pleased with my decision. Would highly recommend him to anyone looking for advice.

Mike was introduced to us (me & hubby) almost 10 years ago. He took time to investigate our needs, desires and the level at which we were comfortable in using the diversity available in in the marketplace. We have not regretted our decision. Mike has successfully handled our accounts and we continue to be satisfied that our financial needs are in good hands. Thanks Mike!

Honest, very professional and knowledgeable. Love our agent!!

I have been working with Mike for seven years. He has done an excellent job for me. I would not hesitate to recommend him to anyone.

Mike has been managing my investments for many years. I am extremely pleased with his expertise and advice. Would highly recommend him to anyone that is in the market for a financial advisor.

After my husband passed away, Mike Richard and the Bankers Life team really stepped up and helped me with all the things that I needed to do in order to manage my financial situation. Mike has spent hours helping me get the accounts put into my name and then moved into a retirement account. I am so grateful that we choose Bankers Life, both as our supplemental insurance and as our investment accounts.

Mike has done an outstanding job! He takes the time to get to know us well enough to identify our needs and formulating a financial plan which best serves our interest.

Michael is very professional and knowledgeable. He explained everything in a way I could understand and I was able to recommend my best options.

Michael was an amazing advisor and trusted friend to my mom for years and has been a great help to me since her passing. I’m so thankful for his guidance and wisdom to lean on as I’m making decisions on my next steps in life!

We have started to evaluate our portfolio and was recommended Michael Richard to help with questions, review our portfolio and possible continue as our fund manager.

Michael was very communicative and stayed on top of our appointment, which was our home!! He was able to reschedule earlier and called to provide the update, which we gratefully accepted. He listened and provided invaluable feedback even helped reordered our portfolio, at no charge!!! I would definitely recommend Michael!!!
5 star

Michael has always been available when I have questions or need assistance.

Michael has always given us good answers for our questions and excellent service.

Michael has been a pleasure to work with. We appreciate his honesty and efforts to see that we are satisfied with end results.

Michael Richard is one of those rare people in life with so much integrity and follow-through that I would trust him with any kind of our personal business. He has gone the extra mile so many times in the many years we've known him and has saved us thousands of dollars every year in everything from prescription drugs to medical insurance to investment banking.

Mike is always very responsive and patient answering all our questions. He is great at multi tasking while still answering our questions. Great customer service!!

Michael Richard is a very professional Financial Advisor. I have been working with him for over a decade now. He looks out for my best interest and is very easy to communicate with. He is very prompt, patient, and understanding of my financial situation. Would highly recommend him to anyone.

We have known Michael Richards for 9 years. He looked over my investments & was very supportive of me & my concerns. He was compassionate, professional, & very knowledgeable on all aspects of investments. He made us feel very at ease & trusted him. So we gave him investments. Since then they have grown fantastically. He advised on 6/2 that we don't need to worry about our future. We have more then enough to live comfortably. It's THANKS to Mike for his sound advise. We highly recommend him.

I have been doing business with Michael Richard at Bankers Life for the last 6 years. When I met Mike I was a recent widower stumbling through retirement and completely unorganized with my financial affairs. Mike spent hours at my kitchen table over a period of months getting my $$$ affairs in order. I very much appreciate the personal service and great/sound advice he has given me to grow, preserve, and protect my nest egg.

Great personality and service.