Just over a year ago, I had been considering looking for a financial advisor, and out of the blue, Michael was recommended to me. Fast forward to today and I couldn’t be happier with the guidance Michael provides. He’s trustworthy, knowledgeable, and always willing to help or answer any questions. Working with Michael has increased my confidence with managing my money and I feel proud and positive about the decisions we’re making together!

I had been avoiding planning for my retirement and long term care for a very long time BUT my son recommended that I meet with

Michael Raimondi about my retirement and deferred compensation accounts. I had no idea what to expect and all I can say is I should have done this sooner. Michael is so easy to work with and easy to understand. He keeps me informed of my accounts as well as the future forecast. He is such a pleasure to work with, I don’t feel like he is ever talking over my head, he takes the time to explain and he listens to my concerns.

I feel like my investments are in good hands with Michael Raimondi.

David an I go back a way! I guess we crossed path at the perfect time. Struggling as a new divorcee/single mother, I did not have the patience for, or time to play with numbers. It was paycheck to paycheck anyway, not much left to play with! David showed me the way! Here we are 20+ years later! Always very passionate about what he does. He guides you, sets up a plan he feels will best fit your needs and helps stay on track with your goals; but he never pressures you in doing something you do not feel comfortable with. I have learned a lot from David. He set me up with a nice mixed portfolio. I don’t need to “babysit” my investments. I know I am in good hands; he always makes himself available. If you are looking for a knowledgeable, enthusiastic, caring advisor, and yes funny as well (Financial advisors are always so serious) , David is your guy!

I cannot say enough good things about Clear Rock Advisors. I was hesitant to move finances to a new (new to me) firm. I wanted conservative investments that would generate income in good and bad times Clear Rock has done wonders with my portfolio. They are earning more than my previous firm did while still being safe. They now manage my children’s accounts. I went to them to ask for management of my whole portfolio. Corey did an amazing job laying out the range of options before me. If you work with this group, you will not be sorry!

Having a financial advisor I trust and know cares about me and in turn, my money is not something I thought was possible. I just followed what other people had done with these big companies. It all felt very transactional and impersonal. When I started working with Ian, that completely changed. He is an honest, caring advisor that goes above and beyond. Ian is someone I trust and we have a collaborative relationship even though he manages my portfolio. As a therapist, this is important to me. He is brilliant in the ways I am not while still educating me! Just a stellar advisor.

I was referred to Michael Raimondi by dear friends I trust, and they did me the biggest solid. Michael is that rare gem of a sharp money guy and good-hearted human. I was nervous about being judged for my current state of finances when I began working with Michael, but he was so supportive and highlighted what I was already doing well and has gently yet quickly guided me to more financial stability, less financial strain, and debt reduction without severe constraints. Michael has made what felt super complicated and overwhelming for me initially simple and understandable. Now when I pay bills I feel a sense of excitement rather then dread, knowing I’m working towards achieving my financial goals that Michael has helped me prioritize. Whenever I reach out to Michael to ask for financial guidance, he is extremely responsive and I know he’s looking out for me. Working with Michael has been the best investment I’ve ever made and it’s paying dividends, literally!

Having Doug in my corner managing my investment needs has been tremendously helpful. Aside from his deep knowledge as a Certified Financial Planner, he possesses great communication skills as well. Additionally… whenever I have a question or need guidance with my investment strategy, Doug has always been extremely responsive and accessible.

Bottom line… Doug is the best!

I’ve known Mike since we served together at Vandenburg AFB in 2018-2019. I was his Individual Mobilization Augmentee while he was the Mission Support Group Commander. I observed first hand his leadership and dedication to the mission. As a client of Next Mission Financial, I’ve seen Mike’s passion and commitment to helping people feel more confident with their finances. My wife and I trust him with our financial planning. His integrity and his commitment to service and excellence in above reproach. We are very happy and fortunate to be working with him.

My wife and I have been with the Archer team for almost 3 years. Throughout, they have been responsive, thorough, and professional. All of the staff are excellent communicators, in person or via email/texts! The entire experience has brought us a great sense of security – from the initial “get to know you” conversations, with Rich doing an excellent job of listening, to the mid-course corrections when life changes. Initially they brought great organization to our portfolio, and our retirement is organized and easy to track. Whenever it’s time for us to do some homework, they are great at helping us with our end of the tasks.