Jason Richart-LPL Financial

1388 Court St #2, Redding, CA 96001, United States

Jason Richart-LPL Financial
Company Overview
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Policyholder Reviews
Policyholder Review №1

Jason is someone I’ve gotten to know and genuinely respect. He’s professional, kind, and always willing to help—exactly the kind of person you want to do business with.

Policyholder Review №2

Thank you Jason! Always helpful and very knowledgeable!

Policyholder Review №3

Jason is an amazing asset to help with your financial planning.
He is very caring and loves to help you with your Financial needs based on you.

Policyholder Review №4

Jason is amazing to work with. Absolutely no pressure and at the same time very knowledgeable. He is highly recommended and I will continue to do my financial planning with him.

Policyholder Review №5

Absolutely wonderful, if you’re looking to watch your money work for you there is no one better to have. Friendly, knowledgeable and an absolute pleasure to talk with.

Policyholder Review №6

Jason is wonderful to help with all your financial and investment needs. Call him today. You will not be disappointed.

Policyholder Review №7

Jason is so kind and knowledgeable. You can tell that he loves helping people.

Policyholder Review №8

Jason is amazing. Always willing to share his knowledge and educate ones such as myself. I am so confident in him that I have referred my own Son to him. Thank tou Jason for helping me to be understand investing.

Policyholder Review №9

Jason does a great job at explaining investments. If you want to be educated on your investments or not happy where you currently hold them call Jason. He’ll take care of you.

Policyholder Review №10

Jason is my trusted advisor and friend, thank you for taking care of us all !

Policyholder Review №11

Jason is fantastic and really knows how to grow your money. I’d recommend him to anyone!

Policyholder Review №12

Jason is very professional and knowledgeable, his approach to financial planning is made simple, easy and attainable. I most definitely recommend Jason for all your financial needs.

Policyholder Review №13

Jason is amazing!! He will point you in the right direction and assist with any retirement or financial planning. He is very knowledgeable, smart and hardworking. I would recommended him to all my friends and family.

Policyholder Review №14

My wife and I have been using Jason for years and could not be happier! He is easy to communicate with and takes the time to explain various options. When my father passed away a few years ago the financial adviser that he had been using was very uncommunicative with my mother. Wouldn’t answer her questions, was abrupt and rude on calls. All of this was very disturbing, as my father had built a fairly substantial portfolio that was designed to support my mother through the rest of her years. On my recommendation I had her switch her accounts to Jason and she has been thrilled. He has taken great care of her and I really appreciate that! If you need help planning your financial future, call Jason today!

Policyholder Review №15

Policyholder Review №16

Jason Richart with LPL is amazing. He'll educate you and make recommendations to get you from here to here and get you to where you want to go so you'll be able to retire some day. If you haven't seen him you need to. Why not TODAY!!!??? Don't put it off any longer

Policyholder Review №17

Jason is always looking out for his clients best interest. He won't rush you to a decision or put you in something to just generate commission. I love his style and love for the customers. One of the most honest advisers you can talk to in this town and you'll really love him! Sit down with him and just ask some questions and you'll see for yourself what I'm talking about!

Policyholder Review №18

Jason was very helpful & informative!
He took time to answer all my questions!
If you have not had the chance to meet with him I highly sugest that you make the time to do so. It will be worth your time.

Policyholder Review №19

Jason has been very informative and patient during our investment process. I would recommend Jason to anyone that is looking to roll over their 401k or looking for great investment advice!!

Policyholder Review №20

Jason is amazing about explaining everything financial in simple terms. Meeting with him, he made me feel comfortable and setup a safe solid plan for our future. He is honest and will find what is best for you.

Policyholder Review №21

Jason is so intelligent and articulate about planning for your future. Now I have all my old 401K in the hands of one capable leader who can help me.
If your retirement management is scattered, get it together !

Policyholder Review №22

I was hesitant to go see a financial planner, cause I thought I didn't have enough money to make a difference. Wow was I wrong. Jason took the time to sit down with my husband and I explain our options in terms we understood. Thank you Jason for you professionalism and knowledge!

Policyholder Review №23

Jason is the best. He cares a geat deal about you and your future not his wallet. I suggest if you have any questions regarding your financial stability he is your guy.

Policyholder Review №24

Jason is the utmost professional and makes things easy to understand. Highly recommend!

Policyholder Review №25

Awesome guy, awesome experience! Highly recommended!!

Policyholder Review №26

Jason is very thorough, professional, and gives great advice.

Policyholder Review №27

Company Details
  • 2 photos
  • 27 reviews
  • 5.0 A.M. Best Rating
  • Claims Hotline: +1 530-255-4575
  • Official Website: https://reddingfinancialservices.com/
  • Corporate Headquarters: 1388 Court St #2, Redding, CA 96001, United States
  • Geo Coordinates: 40.584390299999995, -122.39655889999999
Insurance Products
  • Financial planner
  • Insurance agency
Business Hours
  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed
Accessibility
  • Wheelchair-accessible car park: Available
  • Wheelchair-accessible entrance: Available
  • Wheelchair-accessible toilet: Available
Amenities
  • Toilet: Available
Planning
  • Appointments recommended: Available