Business Services > Business Advisory Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products in an effort to help you reach your goals
RAI Wealth Management is a registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice with competence and integrity.Our advice is independent and objective; our allegiance is only to the clients we serve.We focus on our stability, continuity, and well-defined research-driven investment approaches.
We offer asset management and fee-based services to help our clients establish standards and benchmarks, along with financial and wealth accumulation goals.Through consistent assessments and evaluations, we monitor and regularly report actual results as compared to benchmarks and financial objectives.
Details
- Last Updated
- 17/Nov/2024
- Contact
- Jay Richey
- [email protected]
- Phone
- (714) 449-9696
- Website
- http://www.richeyadvisors.com/
- Address
- 110 E Wilshire AveFullerton, CA 92832