Raymond Singh has helped me with my Investments throughout the years, he is extremely thorough in his explanations and recommendations of my investments. Raymond understands my needs and my goals and is able to find the best solutions for me. Raymond is always available to answer any questions I might have. I am extremely satisfied with his recommendations, his service and professionalism. I highly recommend Mr. Singh as a financial advisor
Veronika Fontaine- Google Review
"I highly recommend Raymond Singh as a financial advisor. He manages my retirement fund and has developed a strategy to optimize building my wealth. Before working with Raymond, I had little experience and relied solely on my employer-supported 401k provider for information. But working with him over the last few years, he has helped me put in place a solid strategy that includes periodic reviews and updates to ensure that I am investing wisely for my future. Raymond has helped me make important decisions about buying a house, finding a good long-term care policy, and how to structure my 401k. He is extremely knowledgeable and has gone above and beyond a standard financial advisor by looking at all aspects of my financial health and putting me in contact with others such as a CPA, lawyer, and insurance broker when needed. What sets Raymond apart is that he is an independent broker and can provide me with the best solutions available, not just specific company funds. Raymond is very responsive and client-focused, I never have to ask him twice. Overall, I am very satisfied with Raymond's services and would highly recommend him to anyone looking for a financial advisor."
Mary OReilly- Google Review
I highly recommend Raymond Singh as a financial advisor. I have been with Raymond over 20 years! (that pretty much sums up everything you would want to work with a financial advisor!)
I met Raymond during a very difficult time in my life – I was recently widowed. I was scared and not very knowledgeable about finances. Raymond spent time with me to explain every step and what I needed to do to prepare for retirement. He made me feel at ease and was always available for any concerns or questions that I had. I never had a doubt that Raymond was looking out for my financial growth and stability. Well, here we are today, I have retired and can’t thank Raymond enough for successfully guiding me into this chapter in my life! Trust me, if you are considering Raymond Singh for your financial advisor – don’t hesitate!
Denise Frohm- Google Review
During the recent financial crisis, I am certain that most people find it difficult if not impossible to recommend any financial advisor. I would therefore buck this trend and highly recommend our advisor, Mr. Raymond Singh. He has managed my retirement for two years. Mr. Singh has done a most commendable job of mitigating our losses during this difficult financial downturn. We have total confidence that he concentrates his efforts on maximizing our financial gains. He liberally communicates with us to make sure that we understand his advise and his recommended decisions. He has certainly exceeded our expectations for a person in his role and has definitely surpassed the accomplishments of our previous advisors. I enthusiastically recommend Mr. Singh.
John Zoller- Google Review
My husband and I have been associated with Raymond Singh since 2005.
He introduced and set up a 401k for our small business, approximately 30 employees.
In 2016 he and his associates which included a lawyer, a commercial Realtor and an accountant helped us to sell our business and commercial building, in preparation for our retirement.
His knowledge and experience have been invaluable to us.
We trust and feel confident that Raymond has led us in the right direction and would highly recommend him.
Patricia Downs- Google Review
Raymond has managed my portfolio for 5+ years. I started with taking the investor profile quiz. This helped me understand how Raymond's suggested selection of investments fit my goals and risk tolerance. We meet periodically to review and adjust. He's always responsive and goes above and beyond to empower and educate me on the "why" behind his financial strategies. Highly recommend if you want a personalized plan and accessible service provider!
Nicholas Singh- Google Review
Thank you, RAYMOND SINGH!
Here are my 5 Stars for Raymond
My wife and I are in our early 80s (full retirement at 82) and we are transitioning into full retirement and attempting to enjoy the fruits of our labor’s. thanks to Raymond Singh we have the resources to activate that plan.
After many years of burning the candle at both ends, and putting aside a bit at a time over those years, we had built a comfortable savings, a Savings, with the typical minuscule interest payments. fortunately, at a time long past due I searched out Raymond for advice and guidance.
Raymond recommended investments with risk levels that were appropriate for us and the activities that we were involved in at the time frame we were in . He monitored those investments and recommended changes along the way to ensure that we received the maximum return on our investments.
He has been and continues to be available on a moments notice for questions and advice at a level many might not expect and we appreciate very much.
Bob Burns- Google Review
I met Raymond several years ago while golfing. I told him I was not happy with my planner at Merrill Lynch and we talked for a bit. I sat down with Raymond and he explained possibilities with my investments. Since I only heard from my previous planner once a year at commission time I wanted something new. He offered me some diversity including some fixed rate annuities and some other investment offerings. I gave it a try and have been extremely happy with his support and advice. We talk almost monthly, he keeps me posted on my accounts and even evaluated which low performer I should be taking my MRD withdrawals from. I can attest to my confidence since I have both my grown daughters working with Raymond at this time. I cannot say enough good things about him and his professionalism.
Larry Kephart- Google Review
Raymond has been a part of my financial life since I even knew I had an investment in my name as a child. Since then, as I grew up and started thinking about savings and retirement, Raymond and I have collaborated through career changes, interstate moves, and more to try and secure a nest for myself. His communication is prompt and thorough, and I feel a personal level of customer service that doesn’t seem to exist anymore in this big, bad world. Thanks Raymond for all that you do.
Kellie Realmuto- Google Review
Raymond, helped me set up my Individual Retirement Plan when I first entered private practice. He has advised me on it ever since. In the last 10 years he has helped guide me with steady growth of my account even in years that saw the market take a down turn. I feel that Raymond has helped me craft a retirement plan that will more than adequately meet my needs upon retirement and that will allow me to live the retirement that I want to live and still leave a legacy after I pass. Raymond has always been very responsive to my questions, often getting back to me within hours of my emailing him, with a question regarding my plan. Raymond has far exceeded my expectations as a financial advisors in terms of his responsiveness, and sound advice on retirement panning. He has demonstrated often that he takes his role very seriously and will not recommend products or investments to me that do not fit my long term plans. He does not try to sell me on trendy ideas but respects long term sound planning. I feel that one of the things that has set LPL apart from other investment firms is that they tend to work with experienced creative professional like Raymond. When you work with somebody like him and a firm like LPL you feel like you are working with a friend and trusted advisor, not a faceless company that is always pushing the hard sell.
Brian Utsey- Google Review
We have been clients of Raymond Singh for 20 plus years. Our portfolio includes Traditional holdings, Trust holdings, and IRA’s.
His always prompt, responsiveness and diligence demonstrates true professionalism.
By understanding our financial goals he has brought forth focused investment strategies and specific offerings. These have produced multiple wins for our portfolio. Even when we decide not to pursue a particular strategy Raymond refocuses his efforts and continues to search for opportunity. Our transactions are always performed in a timely manner and Raymond keeps us updated.
Over the years Raymond has proven our decision to trust him with our investment portfolio was a wise choice.
Jeffrey and Marla Fryer- Google Review
I have had a business relationship with Raymond for 20+ years. I met him as my insurance advisor and later on, after his certifications, he has been managing my investments. Before that I was bounced from one young person at Merrill Lynch to another, it was like a revolving door.
Needless to say, I very much appreciate Raymond’s mature advice and caring attitude towards his clients. I am a VERY VERY conservative investor, and Raymond is respecting that. We are at a point where he contacts me a couple of times a year to see how I am doing and how satisfied I am with my investments, and every once in a while he’ll have a solid suggestion for a new option which I usually act on, because it makes sense. Maybe I could (or should) be more aggressive and try other products, but that’s just not my style. My main concern in working with Raymond was to set up a conservative and reliable investment plan for my retirement years, and Raymond has completely succeeded in this endeavor, to my fullest satisfaction. Having peace of mind that I can enjoy my later years without financial worries is just priceless.
Ingrid Appelt- Google Review
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