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Our Firm

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.

The information contained on this site is provided as an information service only. The information should not be viewed as tax, investment, legal or other advice nor is it to be relied on in making an investment or other decison. You should obtain relevant and specific professional advice before making any investment decision. Nothing on this site should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.