Welcome to Rich & Company

Rich & Company delivers comprehensive executive benefit, business and investment planning. Our team brings over 65 years experience advising individuals and companies on a local and national basis. Jeffrey Rich and his team utilize an broad knowledge base and experience to develop customized plans empowering companies and individual clients to achieve their goals.

Our Mission

"To empower entrepreneurs and executives to preserve their life's work by helping them define their "why" and providing them with the tools needed to realize their vision."

Our Values

Rich & Company strives to exceed our clients expectations. This requires a deep understanding of their goals and objectives. Our long term relationships adds to our determination to utilize all our experience and knowledge to provide the highest level of satisfaction that they have come to trust and rely on.

Team photo

Jeffrey W Rich, ChFC®, CLU®
Financial Representative


Rich & Company

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck