Archives: Reviews

I was quite literally afraid of getting help and of all that it involved. It’s been wonderful. No kidding: best decision ever!

I’m not finance-oriented by any measure, but luck came my way for once and I found myself having enough assets to need some help. Only I didn’t know what kind of help I needed and it’s easy to get overwhelmed quickly and I was on like year number whatever of being overwhelmed and I just kicked that can down the road every year. After a short search, I found Archer’s team and quickly just pushed other options off the table and signed on. They’ve actually been able to simplify things in a way that makes me feel like I can manage my life and not worry about it all for the first time in years. I basically had all eggs, but no basket. Now I have a comprehensive plan from some incredible staff and I actually love the process instead of dreading the matter.

Simply put, Archer has changed how I view my own finances and what used to be a cause of stress for me is now a giant sigh of relief. I said in the title it was the best decision ever and I mean it: this has 100% seriously no-fingers-crossed changed my life. If you’re like me and you’ve been debating if you even need this kind of help, then yes… yes, you do!

Comprehensive financial planning

Working with Emily, Richard, and the team has been great! Their insight has been invaluable for me across a variety of domains. Their approach builds from goals backwards — we met together to outline short-and-long-term goals and then used those goals to create a plan across a variety of decisions, from home ownership to car insurance to investment and much more. Richard and Emily truly do a great job of drawing me into the loop, ensuring that the financial plan we develop reflects my goals and wishes. Before settling with Archer Investments, I talked with a number of other advisors and none of them had the combination of professionalism, attention to detail, and comprehensive services offered by Archer.

Our skepticism was put to rest

Moving to the retirement phase of our lives was bringing a degree of anxiety we were not accustomed to. Working with Archer Investment, in particular Emily, has allowed us to feel comfortable with our decisions. The wealth of knowledge and creative thinking is a welcomed breath of fresh air.

Great listeners and thought partners!

I found the team at Archer Investment Management to not only be strong at the nuts and bolts of financial advising, but they really listen. The onboarding process was very thorough, and it’s clear that they listen really well because the plan felt tailored; it was NOT plug and play. Also, we had great conversations where they felt like thought partners not just experts telling me what to do. I truly value our partnership.

Helpful right from the beginning

Working with Richard and Emily was a different experience right from the beginning. Rather than jumping into our current investments, risk tolerance and coming up with a cookie cutter plan, they took the time to get to know US. Asking the right questions and listening to our background, our goals, what is important to us, really helped build a relationship. It has helped to move forward with our financial planning especially when big decisions need to be made. They make themselves available to answer our many questions. I am happy we have chosen AIM.

Most thorough and personable financial planners and wealth managers

George and I had been with an investment firm that promised many things they never got to deliver. We are so grateful to have found Archer Investments. Emily, Richard and all of the staff are extremely knowledgeable and so personal. We feel like family to them. We also feel so comfortable with our financial planning that has transpired, feeling confident in our long range plans, short term goals, the security of having ample insurance and medical coverage along with complete documents (POA’s, wills, healthcare POA’s, everything to make any transition smooth for our family). It is a tremendous relief to have everything in place. Their wealth of knowledge and attention to detail is impeccable. We feel so blessed to have found them and highly recommend their comprehensive services.

Emily Rassam rocks!

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication.
If you’re not investing your money through Emily, you should be.

Thank you!

Working with Archer Investments has provided peace of mind in a turbulent world. Rich is an active and thoughtful listener with a wealth of experience and confidence. I’m able to rest easy with him and his team as co-pilots in meeting my financial goals.

Personal and Professional

I have had the pleasure of working with Rich for almost 20 years. I am always happy with the level of service he and his team provide. The returns have been excellent and risk management is top-notch. There is plenty to worry about in this world, but not once have I doubted that Rich has my best interests at heart. It is a great team. Thank you Rich!

Thank you

We have worked with Rich for many years and could not be happier to have him in our corner! We know our money is being well taken care of and any recommendations Rich has for us are always based off of our specific situation. 100% recommend.