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Our Team

About Our Firm

Richard W. Paul & Associates is an independent financial advisory firm serving clients throughout Michigan. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Richard W. Paul & Associates

We’re committed to educating our clients about their investment options so that they can make sound decisions on their financial path. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

We're proud that this is a family business that also has the tools and strategies that are available at larger firms. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Matthew Paul

Matthew Paul, CFP®

Chief Operating Officer

Mike Sorrentino

Mike Sorrentino, CFA

Senior Investment Strategist

Bepin Serraj

Bepin Serraj

Financial Analyst

Ally Bogacz

Ally Bogacz

Client Service Specialist

Abi Preston

Abi Preston

Administrative Assistant

Kristi Hardy

Kristi Hardy

Marketing Coordinator

Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for

We want to help. Please contact us by filling out the form below, or by calling us at (248) 305-9911.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.

Request Customer Care Needs Analysis

Thank you!