Our services

Client Testimonials

We use a team approach when providing client services. This assures consistent, high level client care. As appropriate, we use external and internal experts who can assist with formulating customized solutions to a client’s complex financial concerns.

every customer is different

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Though every client is different, there is a common theme – they come to us when they are in need of support and coordination of various facets of their financial lives. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.

Rain-Tax Financial Services employs an integrated approach designed to provide our clients with comprehensive wealth management solutions. However, clients may use one type of service or the full breadth of our services.

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