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Due to current Covid-19 status and guidelines our office is closed to any walk-ins

We will be closed for Thanksgiving and the Friday after. We will be back to our usual hours the following Monday.

INVESTMENTS

Investments

Paul Richardson Agency offers Investments. Contact us for more info.

What does your future look like? Do you have enough saved to maintain your lifestyle through retirement? We offer products from companies like, American Funds/Capital Group, Amundi Pioneer Asset Management, and Putnam Investments to provide IRA and 401K accounts that will help you to invest for your retirement.

Philip Oberg
Securities offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Paul Richardson Agency and KMS are separate and unaffiliated.

Give us a call today to set up a consultation at (509) 529-0935 or email us directly... phil [at] paulrichardsonagency [dot] com.

Securities Agreement

A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a particular state after licensure or satisfying qualifications
requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be.

Phil Oberg is a Registered Representative of and offers securities through KMS Financial Services, Inc., Member FINRA/SIPC. Phil is licensed to offer securities in Oregon and Washington.

In order to accept Phil's services you must be a resident of one of the above states.

Check the background of this investment professional on

FINRA's BrokerCheck