Our President's Report Card
is Worth Bragging About
Today more than ever, it is challenging to find a financial professional that is trustworthy and qualified to meet your needs. As Warren Buffett says, “It takes 20 years to build a reputation and 5 minutes to destroy it. If you think about that you will do things differently.” Our president, Ray Saleeby, believes in this philosophy and is dedicated to upholding his values.
Our President, Ray Saleeby, has over 38 years’ experience in the financial industry and has valuable knowledge navigating through numerous market cycles.
Driven by Success
He strives to be the best while not worrying about being the biggest. He has grown our firm from the ground up and manages approximately $315 million in client assets
Devoted & Thorough
His success is attributable to his dedication, independent research and analysis, and proprietary investment evaluation methodolgy.
He has a dedicated team of licensed professionals ready to serve you and an unwavering commitment to honesty, integrity, and first-class service.
Ray's clients are his number one priority and he is committed to their success. Our biggest compliment is our stable client base with multi-generations and numerous referrals. But our greatest triumph is seeing our clients fulfill their dreams.