Our Company

R.A.I. Financial Services, Inc. located in Lynnfield, MA, is the perfect alternative for investors that require a combination of first class financial management and personal service. R.A.I. Financial Services, Inc. is a privately owned Registered Investment Adviser. The company receives no special compensation for any securities purchased on behalf of its clients. This independence allows us to make unbiased investment decisions based on thorough technical and fundamental research.

Our mission is to offer superior investment strategies, personal guidance and impeccable service so that our clients can feel confident about their financial futures. Whether your investment horizon is longer-term (buy and hold) or you prefer a shorter-term market timing approach we can help.

R.A.I. Financial Services, Inc. professionals recognize that each client is unique and we customize portfolios to reflect their investment profile and goals. Each client's personal Investment Policy Statement controls our investment strategy and serves as the roadmap for our investment relationship process.