Schedule Your Free Consultation
Richard Placette II — fiduciary financial advisor at MRB Capital Group in Lumberton, TX. Serving Beaumont, Port Arthur, Orange, and all of Southeast Texas.
Get in Touch
No sales pressure. No obligation. Just a straightforward conversation about your retirement goals.
Phone
(409) 548-2713
Mon–Fri, 8 AM – 5 PM CT
[email protected]
Service Area
Lumberton, TX (Home Office)
Serving all of Southeast Texas
Office Hours
Monday – Friday
8:00 AM – 5:00 PM Central Time
Not sure where to start?
Take a free risk assessment to understand your portfolio's risk profile before your consultation.
Take the Risk AssessmentRequest a Free Consultation
Complete the form below and Richard will contact you within one business day.
Southeast Texas Service Area
MRB Capital Group serves families and pre-retirees across Southeast Texas and the Golden Triangle region.
Not sure if we serve your area? Call (409) 548-2713 — we're happy to help.
What We Can Help With
Comprehensive financial planning for Southeast Texas families approaching or in retirement.
Frequently Asked Questions
Is the initial consultation free?
Yes — completely free and no obligation. Richard Placette II offers a complimentary first consultation to understand your situation and explain how he can help.
Is Richard Placette II a fiduciary?
Yes. As a fiduciary, Richard is legally and ethically required to act in your best interest at all times — not in the interest of a product or commission.
Do you meet with clients in person?
Yes. MRB Capital Group is based in Lumberton, TX and serves clients throughout Southeast Texas. In-person, phone, and virtual meetings are all available.
How quickly will I hear back after submitting the form?
Richard personally responds to all inquiries within one business day. For faster service, call (409) 548-2713 directly.
Ready to Take the Next Step?
Call Richard Placette II directly or submit the form above. Your first consultation is free — and it could change everything about how you approach retirement.
(409) 548-2713Looking for a Financial Advisor Near You in Southeast Texas?
If you are searching for a financial advisor near Beaumont, Lumberton, Port Arthur, Orange, Nederland, Vidor, Silsbee, Jasper, or the surrounding Southeast Texas area, Richard Placette II with MRB Capital Group provides retirement planning, investment management, 401(k) rollover guidance, Social Security planning, and portfolio risk analysis for individuals, families, retirees, plant workers, and business owners. Whether you are preparing for retirement, reviewing an old 401(k), evaluating investment risk, or looking for a second opinion on your current portfolio, the first step can be a simple 3–5 minute Risk Assessment designed to help identify your personal Risk Number.