Ray (Angelo and Associates Financial Planning Group) has been phenomenal. I have worked with him for more than 12 years and plan to be a lifelong client. Ray and his team are smart, professional, trustworthy, and fun to work with. Ray brings extensive expertise in the financial industry and takes the time needed to understand my investment needs and financial goals and develop strategies that have successfully addressed those. He's readily available--eager in fact--to answer questions. I have happily referred several close friends to Angelo and Associates Financial Planning Group, and all feel fortunate to work with him. I can not recommend him...
Read moreI have been dealing with Ray for several years now and I am very comfortable recommending this firm to anyone, including people I care about. Everyone has always been pleasant and professional. My calls are returned promptly, my questions are answered completely, even when they don't have the answers at their fingertips. In that case, they find the answer and get back to me quickly. This is the first time I have used a financial advisor and I appreciate the expertise they can offer. Ray says his job is to recommend choices that will assure I have money to last through my life and that is exactly what I need.I'm glad this firm was...
Read moreI have had a wonderful experience since connecting with Angelo and Associates. Several years ago, Bill and Danielle work on my taxes. They are done not only in a timely manner but with a professionalism that is above and beyond what I’ve had with previous companies.
The last few years, Ray has been my financial planner and I am delighted with the financial assistance he has given me. He always takes the time to explain any detail you might have a question about. This leaves confident and assured about my finances. I highly recommend Angelo and Associates. Everyone is courteous, kind, and...
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