Arete Financial

Rav is an amazing person to work with. He is very accommodating with my needs and worked with me to figure out solutions when times were at the worst for me. Without having an income for so many years he helped with maximizing my money without draining my savings and kept structuring it as time went on. Highly would recommend him to anyone who is need of a financial advisor.

Rav and the team at Arete have been truly a pleasure to deal with. Rav takes the time to understand who you are along with your goals He then collaborates with you on a road map to achieve those goals. Extremely professional and knowledgeable along with sincere desire to serve. Thank you for all that you do!

I've had the pleasure of working with Rav, and I must say I am deeply impressed by his professionalism and expertise.He truly cares about his clients and goes out of his way to ensure that their needs are properly and thoroughly addressed. Indeed, I have found that he always takes time to go over everything with his clients, and is excellent at explaining difficult concepts in a very efficient, easy-to-understand way. He is also very upfront, transparent, approachable, dedicated and loyal to his clients. He is one of the very few financial professionals whose career truly revolves around his clients.Moreover, his expertise and knowledge vis-a-vis financial planning is superb. As an Estate Planning lawyer, I have known many financial planners, but I am truly impressed by the skills and acumen which Rav exercises in ensuring that his clients' objectives and needs are met.Simply put, Rav offers everything one needs - professionalism, expertise, efficiency, integrity and client-focused service. I have no reservation in recommending him to anyone. Schedule an appointment with him, and you will see what I mean.

At point of our early retirement opportunity we wanted to get a younger financial advisor to tie our portfolio together and determine when our retirement could really start.Having interviewed a few prospects, it was clear Rav has proven to be our best choice.He was very conscientious in mapping out our portfolio and strategy making sure we understood our options and were comfortable with his suggestions.Rav has proven his knowledge and foresight in managing our finances and continues to communicate with us on a timely basis in administrating our plan.Rav is a very professional and personable gentleman.

100% responsible, respectable and we highly recommend Arete Financial! Rav is always easy to get on the phone or by email, always has the necessary paperwork for any of our transactions and it is very obvious that the team behind him works hard at exceptional communication.

I was extremely impressed with Rav's knowledge of the financial industry. He answered my questions thoughtfully and sincerely. He also had intelligent questions of his own to better understand what would work well for me. Highly recommend his service.

Chris is a star!I would never have been able to start my own business if Chris was not in my corner guiding me every step of the way!Chris navigated my complex pension with such expertise so I was able to see my funds transfer efficiently!He truly is the best in the business ❣️

I have been working with Rav for several years now. He is always accessible, helpful and his staff is prompt with dealing with requests. He is accommodating with home visits and has given sound financial advice and recommendations over the years. I have recommended him to several friends and know anyone would be happy with the services provided.

My wife and I have enjoyed working with Rav. He took the time to go through all of the paperwork in person and made great recommendations. We wouldn't hesitate to use his services again

I had the pleasure of working with Rav to discuss a variety of investment ideas. I found him to be incredibly knowledgeable, caring and passionate about what he does. He provided me with a very comprehensive plan that was easy to understand. I highly recommend Rav if you are looking for an investment adviser you can trust!Rob