We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
We are Ray Financial Services, a fee-based independent financial advisor firm dedicated to assisting clients and small business owners with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide highly-researched, individualized strategies and educate our clients on their investment options. We also specialize in managing ERISA-based pension plans.
We take pride in knowing we have helped business owners, growing families, and retirees pursue their financial dreams. Based in Las Vegas, we serve clients throughout the United States.
We can help you develop investing principles and strategies.
Assist in developing retirement investing and distribution strategies.
Help devise a strategy for estate conservation issues.
Contact us today to learn more about our services or to set up a first meeting.