I got Richard onboard as my Financial Advisor and Wealth Manager in 2011 because he brings a consistently low-key approach to an industry that is full of fluff and over-promises. He explains why he invests money as he does and it made sense to me albeit totally counter cultural and against my previously ignorant preferences. I think that a team member should bring something new to the table and in Richard we have a steadiness and a patience that I have not had before. I am very pleased by the returns since we invested and they outstrip the returns that I am getting from other locked-in investments with a supposedly higher risk profile.

I have no hesitation in recommending Richard’s professional services. He has been my Financial Advisor for the past 15 years. He is extremely knowledgeable and reliable with a “no pressure” personality. As well, Richard always takes the time to listen and evaluate his client’s needs and risk tolerance and to fully explain all proposed investment strategies. A TRUE PROFESSIONAL.

Richard strives to understand where his clients want to get to and to structure and monitor portfolios and financial plans to get there; he touches base at just the right frequency and explains status and recommended changes in such an easy to understand way.

I started with Richard many years ago as a referral when I was looking for life insurance. He came highly recommended by a friend and I soon discovered why. Richard is extremely personable and easy to communicate with. He’s punctual and flexible in regards to meeting arrangements. He’s very knowledgeable about the products he sells as well as his competitors. Most importantly Richard is honest and has your best interest in mind. Since initially dealing with Richard for insurance I’ve also looked to Richard for financial advice and have not been disappointed. I would highly recommend Richard Vetter to anyone looking for financial and insurance services.