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November 2023 by Moosa Choudhry
Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.
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November 2023 by Barbara Burgess
RHS has served as our financial advisor and money manager for over five years. They are full service and have set our investment profile to suit our ages and our risk tolerance. They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner. We would highly recommend this firm. We get the sense that they have our best interests in mind so we sleep nights even when the market is choppy.
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October 2023 by Roy Wong
My wife and I have been part of the RHS Financial family since 2011. RHS has helped us transition into retirement with the confidence that we will live out our retirement years without financial worries. RHS has a highly knowledgeable staff and employs proprietary portfolio modeling based on years of investment experience. RHS has helped us achieve our retirement goals. I continue to put my trust in RHS.
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May 2023 by Tracy Jones
We have been with RHS financial for over 8 years. They are extremely responsive and do a great job managing our portfolio and our tax situation. I highly recommend Risley and his team.
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April 2023 by Ronald Henry
We have been working with RHS Financial for 27 years. They have given us sound advice, and have expertly managed our investment and retirement accounts. I would like to give Alex Caswell a big shout out. We have been primarily working with Alex for more than 5 years. My husband and I both work in Biotech, so stocks are a big part of our compensation. Alex has been fantastic at teaching and helping to demystify RSU's, ISO's and straight stocks. Alex has patiently spent as much time as necessary to help us get the most value while minimizing the tax burden on these and all our investments. We have children who have 529 accounts that RHS and Alex has helped manage and maintain. Now that we have some in college, Alex has spent time with them to help them understand and manage the account. All in all RHS, and Alex have been one of the most important business relationships we have as a family. I would enthusiastically recommend RHS to all of my family and friends. They are the best.
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April 2023 by Holly Logue
I had been looking for a financial planner for awhile and had a chance meeting with Risley. Really glad I did! Risley is excellent at breaking down complex concepts in a way I can understand and RHS has provided me with excellent personal service for my retirement and financial planning. Risley took a lot of time to go over my goals and to construct an invest plan that worked for me. I meet regularly with him and his team to reassess goals and to make sure we are staying on track. I highly recommend working with them.
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March 2023 by Richa Pareekh
We have been working with RHS Financial (Alex Caswell) for the last one year and have been incredibly satisfied with our interactions, their approach to managing our finances and all the other support they provide through out our relationship. Alex spends a lot of time understanding our needs and then helping us find tactical and strategic ways to approach our goals. Highly professional, reliable and so approachable-highly recommend RHS team!
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March 2023 by Kathy D
RHS Financial has been doing a phenomenal job managing our money. They are very transparent and are very good about explaining Market conditions in real-time. I have sent other clients to RHS, as I trust their work ethic as well as how they manage our money. They are very professional and easy to work with. If you’re looking for a financial advisor, I highly recommend Risley Sams and the entire staff at RHS for your investment needs.
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March 2023 by Jean Hunt
Risley has managed my financial accounts for well over fifteen years, from my daughters' college years until now into my retirement. I have the utmost confidence in RHS for their strategies and advice. I highly recommend Risley and his experienced and professional team.
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March 2023 by Barak E
RHS have served as my financial advisors/money managers for well over a decade. Risley is a gem, someone who cares about his clients on a deep, personal level. He, Colby, and recently Alex have always been there for me, even when I would ask off-the-wall questions, with good insights, feedback, and heart.I, for one, don't want to learn how to manage money at the level that's needed to do well. It would be a waste of my time; I'm much better at making it (on the income side) than growing it (on the investment side). Plus I get too emotional at times. RHS is my answer.Over the years I have learned to respect these people as good, honest, and trustworthy, and have nudged friends and family their way. Returns go up and down, but feeling safe about who handles the capital is in itself well worth the advisory fee.
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March 2023 by Tracy Hawkins
We have been working with Alex from RHS Financial for the last couple of years after deciding we really needed to get a handle on our finances and investments. Alex is extremely knowledgeable but is also able to explain everything in a clear and straightforward way. He's not judgmental, very patient and always very responsive by text and email and just overall very easy to work with. I've recommended Alex to a number of people I know and I'm really glad we found him, he's a pleasure to work with.
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March 2023 by James Janz
RHS Financial handles all my retirement accounts. I merged them from various sources, including old Keogh accounts and self-managed IRA's, into one account, over ten years ago. I have been very satisfied with the results, and it has taken a great, time-consuming weight, off my shoulders. I have worked with Risley Sams, the founder of the company, practically from the beginning of his firm, and I have watched his organization grow and become extremely sophisticated. Having an MBA in finance myself, I am most impressed by his intelligent, technical approach to investing. Risley has always understood the fundamentals and avoided being carried away by the latest buzz. I could go on, but if you've read this far, you get the gist. I highly recommend the firm for your investment needs.
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March 2023 by Jonathan Lachs
The RHS team listens, and performs with my best interests at heart
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January 2023 by Vitaly Yurchenko
I've been with RHS Financial for two years now. This has been—hands down—the most personalized approach to financial planning that I've ever experienced. I feel heard and understood, and Alex goes above and beyond in making sure we are aligned in terms of goals and outcomes. I don't feel like a client, but more like a member of the extended family. Can't recommend them highly enough!
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January 2023 by Wayne Woo
My wife and I have been working with Risley since 2006 even before RHS was started. Have gone through the ups and downs of the markets over time. Risley is a down-to-earth honest straightforward guy who's pleasant to work with. He listens to us and tailors advice and actions to our needs and addresses concerns promptly and on point. Colby is a prolific writer of informative articles and has good analytical insights to the financial markets and landscape.
