We can't speak highly enough of Ray, Daniele and everyone that we've worked with at Angelo & Associates. They're prompt in responding and clearly explain all available options. Someone is always available to speak speak with us whenever we have questions. The software to view our account is easy to navigate and easy to understand. Since establishing a relationship with Angelo and Associates, we feel very confident in our retirement plans. We actually look forward to having a meetings with Ray because we always know his number one goal is having our best interests met.

- Caitlin C.

Been working with Ray Angelo for 6 years and extremely happy with the level of service I receive from him and his staff. Ray is extremely knowledgeable with all aspects of financial planning and he gives personal attention to my account. He is consistently in contact, keeps me informed and always available for questions that arise and to make recommendations. I appreciate and have full trust Ray is always looking out for my best interests

- Kathy R.

My wife and I have been clients of Ray for over a decade. Ray takes great care of our financial needs. He is friendly, knowledgeable, and really tries to listen to our wants and needs. We like him so much, I have recommended him to friends and family. We trust his expertise and his advice.

- George S.

Ray (Angelo and Associates Financial Planning Group) has been phenomenal. I have worked with him for more than 12 years and plan to be a lifelong client. Ray and his team are smart, professional, trustworthy, and fun to work with. Ray brings extensive expertise in the financial industry and takes the time needed to understand my investment needs and financial goals and develop strategies that have successfully addressed those. He's readily available--eager in fact--to answer questions. I have happily referred several close friends to Angelo and Associates Financial Planning Group, and all feel fortunate to work with him. I cannot recommend him highly enough.

- Nancy B.

My wife and I started working with Ray and his staff several years ago prior to my retirement and he has been a great resource for information and advice with our financial planning. He offers options and provides us with explanations on potential direction with our portfolio. He is personable and a pleasure to collaborate with!

- Bob D.

This statement is a testimonial by a client of the financial professional as of 07/30/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.