Ray Borowski - Financial Advisor

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Introduction

I believe in putting you first. I understand that your financial goals are unique and personal, which is why I start by designing a plan that revolves around your priorities. My aim is to help you reach your goals while safeguarding everything you've worked so hard for. With my personalized approach, I bring all aspects of your financial life together. I offer a wide range of financial options and strategies that are tailored specifically to your life and goals. Whether it's comprehensive insurance solutions to protect yourself and your loved ones, strategic tax optimization to minimize your tax burden, or maximizing your social security benefits for maximum payments, I have you covered. But I don't stop there. I take a holistic approach to evaluate your financial risk profile and ensure that it aligns with your long-term goals. And with my expert fiduciary advisory services, you can trust that you'll receive personalized guidance from a registered fiduciary advisor who is committed to acting in your best interest. I am your go-to financial professional who helps keep your big picture in focus. Let me take care of the complexities of retirement income planning so that you can enjoy peace of mind and focus on what matters most to you.

Overview

Hired 5 times

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3 employees

5 years in business

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Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

Reviews

Customers rated this pro highly for work quality, value, and professionalism.

Exceptional 5.0

7 reviews

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John C.

Dec 7, 2023

Title: Exceptional Financial Advisor with No Fees - A Game-Changer! Rating: ★★★★★ I recently had the pleasure of working with the best financial advisor I've ever come across, who not only provided top-notch financial guidance but also did so without charging any fees. This experience has been nothing short of exceptional, and I cannot recommend their services enough. From the very beginning, it was evident that this financial advisor was genuinely passionate about helping clients achieve their financial goals. Their expertise and knowledge in various financial matters were truly impressive. They took the time to understand my unique financial situation, goals, and risk tolerance, ensuring that their advice was tailored specifically to my needs. One of the most remarkable aspects of working with this financial advisor was their commitment to transparency. Unlike many others in the industry, they did not charge any fees for their services. This was a breath of fresh air, as it eliminated any concerns about hidden costs or conflicts of interest. Their dedication to providing unbiased advice was truly commendable. Throughout our interactions, the financial advisor demonstrated exceptional communication skills. They explained complex financial concepts in a clear and concise manner, ensuring that I fully understood the implications of each decision. They were always available to answer any questions or concerns promptly, providing a level of support that exceeded my expectations. What truly sets this financial advisor apart is their ability to deliver results. They provided me with a comprehensive financial plan that was both realistic and achievable. Their recommendations were well-researched and backed by solid reasoning. They helped me optimize my investments, minimize unnecessary expenses, and develop a long-term strategy that aligned with my goals. Furthermore, this financial advisor went above and beyond by providing ongoing support and monitoring my progress. They regularly reviewed my portfolio, making adjustments as needed to ensure it remained aligned with my objectives. Their dedication to my financial success was evident throughout our partnership.

Ashley J.

Dec 7, 2023

Ray, my financial adviser, has truly been the best. His expertise and personalized approach to my financial goals made a significant impact. With Ray, I found not just an adviser but a dedicated partner in securing my financial future. Highly recommended!

Michael F.

Dec 7, 2023

My financial advisor Ray’s performance was exceptional, earning them the highest rating. They demonstrated extensive knowledge, provided personalized advice, and consistently delivered outstanding results. Their expertise and dedication made them the best choice for managing my finances. I will be having many more meetings with him.

Michael M.

Dec 13, 2023

I recently had an outstanding experience with my Ray. Their expertise and personalized approach significantly improved my financial situation that catered to my needs as a self employed business owner. He patiently explained all concepts of a timeline that would help benefit me short and long term, tailored strategies to my goals, and demonstrated a genuine commitment to my financial well-being. Overall, an excellent and highly recommended advisor that I felt actually cared about my needs.

Richard G.

Dec 20, 2023

Credentials

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Raymond Borowski

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Experience the extraordinary – a complimentary consultation with no fees, just an hour of your time. Discover the unparalleled value of exploring the synergy between us, unraveling the potential for a perfect partnership. Elevate your financial journey with a commitment to excellence, where the investment is your time, and the return is the prospect of a truly exceptional collaboration.
What education and/or training do you have that relates to your work?
With my MBA and background in financial management, I've built a robust foundation for a successful career as a financial advisor. My MBA has equipped me with advanced business acumen and strategic thinking, and my expertise in financial management gives me a deep understanding of fiscal responsibility and investment principles. This combination positions me as a well-rounded professional capable of offering comprehensive financial advice, strategic planning, and investment management to clients. The theoretical knowledge and practical skills gained through my education and training uniquely prepare me to navigate the complexities of the financial landscape and guide others towards their financial goals with confidence.
What types of customers have you worked with?
As a financial advisor, my clientele spans across diverse demographics, encompassing business owners, individuals ranging from single to married, and individuals with varying income levels, including both low and high income. Additionally, I have the privilege of assisting military personnel and veterans, providing comprehensive financial guidance tailored to the unique circumstances of each client. My commitment is to offer professional, personalized advice that addresses the distinct financial needs of individuals from all walks of life.