r.a.i.s.e. iq financial group
Financial Concierge Services to Build Your Legacy!
Financial Concierge Services to Build Your Legacy!
We are a joint collective of finance professionals coming together to provide a Financial Concierge Service to RAISE awareness around Financial Empowerment and Legacy Building. We are dedicated to empowering individuals, families, and businesses to navigate the complexities of their financial landscape with clarity.
Our financial concierge service act as your personal financial assistant, managing and helping to streamline the financial complexity in your life. Our services will address all aspects of your needs, from basic financial housekeeping to complex financial projects.
We want to encourage EVERYONE to build a Legacy.
Support clients through their Financial Life Cycle to secure their Legacy.
Our approach is centered on excellence, integrity, and putting clients first. Through proactive communication and transparent advice, we aim to build enduring relationships founded on trust and mutual respect.
It is never too early to get started on your Legacy plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
4275 Executive Square Suite 200, La Jolla, California 92037, United States
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | By Appointment |
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