Financial Planner for Creative Professionals
Financial Planner for Creative Professionals
1120, 6th Avenue, New York, New York, 10036
BFA, Chapman University | MFA, The New School | Certificate in Financial Planning, New York University
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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.
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 am extremely new to planning ahead with my finances. I’ve been apprehensive most of my life because I’ve always been afraid I do not understand enough to try to take the plunge and plan for my future in this way. I feel so lucky to have been pulled into orbit with Michael. He has been extremely understanding, patient, and thoughtful with helping me to get organized. Michael always takes extra steps to help make sure I fully understand the choices we are making, ensuring I’m comfortable and most importantly that I’m confident. Michael is a delight to work with and I’m grateful for his guidance. When we meet it never feels like work and he’s always there to help me when I have a question.
Now that we are retired, my wife Gail and I were not sure what to do with our investment money. We were introduced to Michael last year and glad for it. Not only has he had patience with all our questions, but has made several adjustments for us that have been in a positive direction. Also, he is simply a “nice guy.”
I’m fairly new to being playful with money, and when I first started looking for advisors, everyone was either trying to sell me up the river or stopped paying attention when they learned I wasn’t sitting on a pile of gold. But Michael has been set apart from the rest since the start. He’s really taken time to get to know me as a person, and has helped me understand how I can use my values to help us figure out the best way to build wealth for myself. He’s been both incredibly patient and on top of things which is a rare combo. He’s also given me easy ways to understand everything instead of the financial jargon that other advisors over rely on. I think my favorite thing though is that it’s clear he’s interested in the long haul with his clients. I know this is just the start of our working relationship/
Michael is great to work with. He really listens to what is important to you and guides you in the direction that makes the most sense for your financial future. He never pushes anything on you that may not align with your interests or values. I highly recommend working with him!
I started using Michael a few months ago as my financial advisor and have nothing but great things to say! He asks all the right questions and customizes a plan that is personal to your own unique life style. He’s always quick to answer and I am looking forward to using him as my advisor for years to come.
Neither my wife nor I are particularly skilled at financial matters so we would ask family and friends for advice. It worked out ok but we needed to do better. Our recent retirements and the way the world is going caused us concern for our future (financial) well-being.
Our daughters and their husbands have been working with Michael and have spoken very highly of him. They encouraged us to speak to him ourselves, find out how he could benefit us with his expertise, and consider him as our financial advisor. We had a great conversation with him and became clients soon after. We’re very glad we did.
Michael explained a number of things to us that we needed a better understanding of. He made good, timely, recommendations. He also worked hard to help us out with a concerning situation regarding my wife’s former retirement account that had her very worried and upset. It’s in a safe place now and she’s so relived.
Michael has proven to be accessible, patient, knowledgeable, and wonderful to work with. We feel a lot better about our financial future now than we did before engaging with Michael. We are comfortable and confident in recommending him to anyone seeking a first-rate financial adviser.
A good friend of mine referred me to Michael, and I’m so glad that she did. I don’t really have a lot of interest in financial planning, and certainly not much experience. I think this combination made me nervous to get started- thankfully, I met Michael who got me on a program! He is great at breaking things down and explaining anything that I don’t know about. I’m feel super confident having Michael manage my money. I’ll be life long client.
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