Personable, easy to work with, would recommend!
✅ Wealthtender Certified Advisor Review™
November 15, 2022
My partner and I have had the pleasure of working with Michael for the past year. Michael is super responsive through emails and video calls, making him very easy to work with. On our calls, he explains finance concepts to us in layman’s terms, which is excellent, especially for me who doesn’t have a finance/business background. Over the past year, Michael has helped my partner and I plan for our future, whether it be our retirement, buying/owning property, or what our plan should be. He has always been upfront with us while staying warm and understanding if we needed time to weigh our options. I also love that he suggests options for us to consider and that not one decision is the end all be all.
We’re both happy to work with Michael and won’t make any big financial decisions without him!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Vim & Simon
Wonderful Experience So Far
✅ Wealthtender Certified Advisor Review™
September 12, 2022
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
ANNA MARIA V ACOSTA
Fantastic Financial Planner
✅ Wealthtender Certified Advisor Review™
August 30, 2022
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Ryan
Stronger than yesterday
✅ Wealthtender Certified Advisor Review™
August 30, 2022
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Paige
5 Stars
✅ Wealthtender Certified Advisor Review™
August 19, 2022
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.”
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Gail & Larry Hammerberg
Genuine and curious advisor with real integrity
✅ Wealthtender Certified Advisor Review™
August 16, 2022
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/
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Brian
Patient, kind, and great to work with!
✅ Wealthtender Certified Advisor Review™
August 16, 2022
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Melissa
Honest, considerate, and prompt!
✅ Wealthtender Certified Advisor Review™
June 21, 2022
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Carly
A smart move for us.
✅ Wealthtender Certified Advisor Review™
April 30, 2022
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.
◼ Relationship to Financial Advisor:Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Joe Gally
Best Financial Planner!
✅ Wealthtender Certified Advisor Review™
March 21, 2022
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.
◼ Relationship to Financial Advisor:Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Logan Taylor
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