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Ricketts Financial

EST. AUM
$314,041,958

CONTACTS
1

CLIENT ACCOUNTS
288

Firm Details

Metro area Louisville
CRD Number 309381
Website ricketts-financial.com
Client types

Overview

Ricketts Financial is a wealth management firm that emphasizes a conservative approach and independent spirit, focusing on client needs rather than specific products. The firm offers a range of services including retirement planning, portfolio management, fixed income services, estate and charitable giving, financial planning, and risk management. Ricketts Financial aims to assist clients in achieving financial independence through professional advice, sound risk management, and personalized service. The firm is committed to constructing and managing diversified portfolios tailored to individual goals, while also providing guidance on alternative investments and wealth preservation strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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