Building Holistic Retirement Strategies for over 15 years.

A Career Focused on Client Service and Professional Growth

Richard Trombley’s professional journey began in the home improvement industry, where he spent over 30 years excelling in sales, construction, and supervision. In 2006, he transitioned to Financial Services of America, bringing with him a commitment to hard work and a passion for helping others. Since then, Richard has become a cornerstone of the FSA team, known for his dedication, knowledge, and personalized approach to financial planning.

Richard holds Series 66 Securities license, as well as Life, Property & Casualty, and Health Insurance licenses. As an Investment Adviser Representative with FSA Advisors, he is equipped to provide a full range of financial services, including mutual funds, stocks, ETFs, REITs, and bonds.

Personalized, Holistic Financial Planning

Richard takes pride in crafting and implementing tailored financial plans that address his clients’ unique needs. By focusing on their financial, insurance, legacy, and tax-efficiency goals, Richard helps ensure that every plan is both comprehensive and adaptable. He maintains ongoing relationships with his clients, conducting annual reviews to adjust strategies as family situations and market conditions evolve.

Life Beyond Financial Planning

When he’s not helping clients pursue their financial futures, Richard leads an active and enriching life. A talented singer, he performs with the Saint Clair Shores Concert Choir, two church choirs, and serves as a cantor. He also enjoys playing hockey weekly, hitting the golf course, and participating in baseball and softball. Above all, Richard cherishes time with his family, which keeps him grounded and inspired.

Why Clients Trust Richard

Richard brings a broad base of knowledge and a personalized approach to his work, focusing on helping clients understand complex financial topics and explore strategies aligned with their goals. He emphasizes clarity and thoughtful planning, while recognizing that all financial strategies involve risks and that outcomes may vary based on individual circumstances and market conditions.

A Note from Richard:

“My goal is to build plans that are as unique as the people I work with. Every client deserves a strategies that evolve with their life and helps them achieve their dreams with confidence.”