Broker Check

Who We Are

Two Heads Are Better Than One

Nancy and Bob work together with each client.  Two for one!  Two advisors for each client DOUBLES the depth of ideas, solutions, monitoring, and service. We have over 60 years of combined experience.

Monica is our office manager and handles all service. You need to meet her because she is the best!

Together, we have integrated the following core values into our business:

Independence Integrity Commitment Kindness

One of our company's strengths is insisting that financial strategies are presented in a transparent and straightforward manner.  With our focus on financial guidance, we have maintained an excellent record of keeping people focused on their personal goals.

If you are a nice person then we want to meet you!

Want a free review of your portfolio? It's easy.  Get a second opinion.

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Meet Our Team

Nancy K. Rodriguez, MBA

President, Financial Advisor

(956) 542-1775

(956) 542-1980

Nancy K. Rodriguez has 21 years of experience working in the financial services industry and has been named President of Bob Richardson & Associates, Inc. She is registered as an Investment Advisor Representative of Cambridge...

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Robert F. Richardson, CLU, ChFC

Founder, Financial Advisor

(956) 542-1775

(956) 542-1980

Robert F. Richardson CLU, ChFC, (Bob) has worked in the financial services industry for 41 years and is president and founder of Bob Richardson & Associates, Inc. He is registered as an Investment Advisor Representative, and is a life...

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Monica L. Michelena

Operations Manager

(956) 542-1775

(956) 542-1980

Monica L. Michelena is a Brownsville native having worked in the financial services industry for 11 years and has over 12 years prior experience in the healthcare and marketing industry....

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Our Strategic Partners

Your CPA, your attorney, your trusted professional

We work with your trusted professionals, or we make a referral if you need one. The goal is to do it right and to do it your way.

Cambridge Investment Research, Inc.

Outstanding support and the best resources in the industry from an award winning broker/dealer. We partner with the big dogs!

         InNet Financial Group                        RDM Partners Group

Having professional colleagues from around the US at our fingertips benefits our clients.  We meet at conferences throughout the year to maintain our "A" game.

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Want a SECOND OPINION on your

  • Annuity
  • Investment Portfolio

Are your investments working hard for you?

Are you taking enough risk or too much?

Do you understand what you are invested in?

Ask us, and we will give your accounts a check up and report back to you.

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