“A real office with real people. It's great to have investment advisors that you can actually talk to face to face; ask questions and get guidance. With no more big corporate pension plans - a guy's gotta fend for himself to prepare for retirement and it's nice to not have to do it all alone. Ask for Mike Gula. He's excellent with more than a decade of personal experience under his belt making him young enough to get it and experienced enough to guide you.”
“I just recently transferred a ROTH IRA over to Rise from a previous broker. I worked with Justin Hall and his team and couldn't be happier! I don't know a lot about investing and wealth management, and Justin sat down with me and gave me a ton of great information, walked me through some basic steps, and has stayed in communication the entire time. It made this honestly intimidating process so much easier. Highly recommended!”