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Richard Meier II, LUTCF, CLTC

Richard Meier II, LUTCF, CLTC

Agency Investment Director

516.686.7284

Richard is our Agency Investment Director, who provides financial advice and services to our clients. Richard has more than 20 years of experience in the financial services industry and supports clients through investment reviews and portfolio discussions. Using Model Investing, Retirement Strategies, Proposals, Reviews Investment Statements, Aligning the largest investment, using the largest investment companies in the world.