The Saleeby Difference
Where Trust and Confidence are Paramount ®
We know that choosing a financial advisor can be a stressful experience, especially with 600,000+ advisors, 50,000+ publicly traded stocks worldwide, 40,000+ mutual funds and 5,000+ Exchange-Traded Funds (ETFs). Many investors are overwhelmed with advisor choices and investment decisions. We understand that outside of one’s health this could be the second most life altering decision and can’t be taken lightly. And because everyone’s situation is unique, we never apply a “one size fits all" solution. We think you can accomplish more with Saleeby & Associates due to our notable strengths as highlighted below:
Extensive Knowledge & Experience
Today, there are so many financial products available that most advisors are overwhelmed and do not have a clue what they are offering. We believe our knowledge, experience and resources are priceless. It allows us to leverage volatility and maintain an even temperament while finding solutions.
Passion & Dedication
We are self-motivated to learn about various industries, companies and products to enhance our clients returns to help them achieve their goals. We have worked hard to cultivate a great reputation and would not risk or compromise it for any reason.
High Standards
We set the bar high because you deserve the best. Believe it or not, many financial advisors are not fiduciaries and do not put your interest first. We always put the client’s interest first because integrity is paramount as evident by Ray’s client complaint free FINRA record. This is remarkable, considering the longevity and the amount of assets handled by him.
Unbiased Advice & Transparency
You work hard for your savings and finding the right financial advisor who cares about your goals and needs is paramount. Unlike many financial advisors, we do not push proprietary, illiquid, or packaged products; we do not have sales quotas that influence our decision making or sell products to benefit our firm. We value transparency with our investments and fees and strive to provide a simple and seamless experience.
Comprehensive Plan
We offer a full range of wealth management services, not just an investment portfolio. This may include simplifying and consolidating accounts, family and estate planning, working with an attorney and/or accountant, retirement and income planning, debt management, life-style planning, educational funding, charitable giving, risk management analysis (tax efficiency) or transferring wealth.
VIP Service
Our goal is to exceed your expectations, provide comprehensive solutions that exceed performance indexes, and make your financial investments seem effortless. We partner with First Clearing Corporation (a non-bank affiliate of Wells Fargo) to give us full-service products and services and Prospera Financial Services to provide back-office support.