Welcome to Ray Financial Services

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:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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.

Ray Financial Services



The Personalized Service of a Boutique Firm, the Products of a Large Institution

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.




Investment

We can help you develop investing principles and strategies.

Retirement

Assist in developing retirement investing and distribution strategies.

Estate Planning

Help devise a strategy for estate conservation issues.




Contact us today to learn more about our services or to set up a first meeting.

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