Richardson Wealth Burlington Investment Advisors

Find your team


Curtis Tenpenny Wealth Management Group

Tracey Curtis, CFP, FEA, CIM®

Investment Advisor

Tel.: 289.288.2427

Patrick Tenpenny, B.A., CFP

Investment Advisor

Tel.: 289.288.2412

Website


Orlic Harding Cooke Wealth Management Group

Ty Cooke, CFP, CIM®, CIWM, FCSI®, FMA, RRC

Portfolio Manager, Investment Advisor

Tel.: 289.288.2426

Elizabeth Harding, CFP, CIM®, CIWM, FMA, CLU, FEA

Portfolio Manager, Investment Advisor

Tel.: 289.288.2425

Diana Orlic, CFP, CIM®, CIWM, FMA, PFP®

Portfolio Manager, Investment Advisor

Tel.: 289.288.2424

Website


Phillips Wealth Counsel

Greg Phillips, CFP, B.A. (Hons.), CIM®, CFP®

Investment Advisor

Tel.: 289.288.2406

Website

 


Kruzel & Partners

Robert Kruzel, CIM®

Investment Advisor

Tel.: 905.615.5651

Website


Takemura Wealth Counsel

Barry Takemura, PFP, FMA

Investment Advisor

Tel.: 905.615.5655

Website