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8:30AM - 4PM
151 N Kraemer Blvd #105, Placentia9AM - 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.“
Financial Planners
Financial Planners
Financial Planners
“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.“