{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
8:30AM - 5PM
1240 N Lakeview Ave Suite 100B, Anaheim9AM - 5PM
3061 E La Palma Ave, Anaheim“What a great group of professionals to do business with. Always ready to help. Makes taking care of our accounts easy.“
8:30AM - 4PM
151 N Kraemer Blvd #105, Placentia“My wife and I have been clients of RAI with our IRA's and other investment accounts for several years and have been happy with their responsiveness when we have questions and with the overall growth of our accounts. Recently we had to deal with a fairly complicated transfer of a traditional IRA to a trust and then to the 9 beneficiaries of the trust with some taking cash distributions and others setting up their own individual Inherited IRA's. Angel Mendez at RAI was extremely patient and helpful in working through the transfer process. We would recommend RAI for investment and estate planning.“
8:30AM - 4:30PM
10833 Valley View St Suite 520, Cypress“We have worked with Marty for many decades. He has been a valuable resource in providing a financial plan during the various stages of our lives. Marty is a good listener and takes times to understand what is important in our lives and provides financial options to achieve our goals. He and his team of Audrey and Fabiola are efficient, trustworthy, and respond quickly to our questions and concerns.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
““