R.A.I. Wealth Management - Placentia, California

Okay, here’s a detailed overview of R.A.I. Wealth Management, presented in a formal and helpful manner:

Introduction to R.A.I. Wealth Management

R.A.I. Wealth Management stands as a dedicated financial planning and investment service provider committed to helping individuals and families achieve their financial goals. Located in Placentia, California, the firm operates with a client-centric approach, prioritizing clear communication and customized strategies. They are dedicated to building long-term relationships based on trust and transparency.

Location and Contact Information

R.A.I. Wealth Management is strategically situated at Address: 151 N Kraemer Blvd #105, Placentia, CA 92870. Clients can easily reach them via telephone at Phone: 144499696. For further information and detailed resources, visitors can explore their website at Website: raiwm.com.

Key Services and Specialties

The firm specializes in a comprehensive range of services designed to meet diverse financial needs. These include:

• Financial Planning: Creating tailored plans to address retirement, education, estate planning, and overall financial well-being.
• Investment Services: Offering a variety of investment options, including portfolio management, asset allocation, and retirement planning strategies.

Accessibility and Amenities

R.A.I. Wealth Management is committed to providing a comfortable and accessible experience for all clients. The office features:

• A Wheelchair accessible entrance.
• A Wheelchair accessible parking lot.
• A Wheelchair accessible restroom.
• Standard restrooms.

Client Feedback and Reputation

R.A.I. Wealth Management currently holds 1 reviews on Google My Business, all reflecting an outstanding average rating of 5/5. This exceptionally positive feedback suggests a commitment to exceptional customer service and a deep understanding of client needs. It’s evident that the team takes the time to thoroughly explain financial plans, addressing concerns and ensuring clients feel confident in their decisions. The focus appears to be on building a strong, collaborative partnership.

Additional Points of Interest

Appointments are strongly recommended to ensure dedicated attention and personalized service. The firm demonstrates a proactive approach to client communication and a dedication to providing a supportive and informative environment. The overall atmosphere seems to be one of professionalism and genuine care for client success.

Concluding Recommendation

For individuals seeking a reliable and knowledgeable partner to guide their financial journey, R.A.I. Wealth Management presents a compelling option. Their commitment to accessibility, combined with their expertise in financial planning and investment services, makes them a valuable resource. We highly recommend exploring their services further by visiting their website at raiwm.com and scheduling an appointment to discuss your specific financial goals.

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👍 Reviews of R.A.I. Wealth Management

Baldo C.

5/5

This is a great community and company to partner with! Angel took the time to walk me through the process and answered all my questions about our financial plan and any concerns making it clear and easy to understand and allow me make confident choices. I highly recommend them and look forward to continuing using them more!