Our family/individual service offerings include:
- Portfolio Management
- Consolidated Reporting
- Retirement Income Planning
- Charitable Giving and Estate Planning Guidance
Connect with us for more information.
Services for Families & Individuals
Raffa Investment Advisers offers investment advisory services for select families and individuals. By streamlining the process and developing a clear investment plan, we aim to provide the information needed for you to know where you stand in relation to your financial goals.
