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What Attorneys, CPAs, Veterans, First Responders and Former Clients Have to Say

"Ray Dale, U.S. Naval Aviator, served three combat tours in Vietnam.  After leaving the service, he spent decades helping Veterans as a Certified Financial Planner (CFP).  He managed his own investment company buying and selling real estate portfolios. Most recently, he was enticed out of retirement to join Sand to Sea Properties as a consultant and Broker Emeritus.  He enjoys helping Veterans with their VA claims and benefits, “pro bono.” I highly recommend Ray!" 
- Frank Delzompo, LtCol, USMC (Retired)
Owner & Broker of Sand to Sea Properties
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Ray provides in depth financial service that is tailored to meet the goals you want and put you on the course to financial freedom. Ray takes time to listen to your situation and takes all of your concerns into account when developing a “life plan”. It is apparent from his attention to detail and genuine passion for his craft that he wants to set up me and my family for a lifetime of success. Ray is a combat veteran who also provides his expertise to service members PRO BONO, which really surprised me considering the support he gave. 
My family and I recommend Ray.
- CWO2 Butler and Family, RyDan Enterprise, Inc.
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- Hernan Gonzalez,
San Diego County Sheriff
"Ray is an excellent financial advisor.  I highly recommend him for his financial expertise." 
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- Bill Edmett, CEO IT Design
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"Ray is an excellent financial advisor. In addition, he is a very creative problem solver. If you give him a problem, he works very hard to try to create a solution for the issue presented. I highly recommend Ray for his financial expertise." 
- Howard Sildorf, Attorney-at law
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"Ray handled a complicated real estate transaction for me with admirable patience and great expertise. During one business meeting, Ray caught three issues with the purchase agreement that ended up saving me considerable money. For that alone I highly recommend his services and would readily hire him again."
- Diane Frain, Owner, Human Resource Design
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“Ray and I became associated when my single Aunt (Navy Nurse Commander) selected him as her financial planner and executive of her estate. He helped her plan her Military retirement security and worked well with my family after losing my Aunt to resolve the estate to our best advantage."
- Rick Hason, Signature Business Solutions LLC
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“I‘ve known Ray for a long time and trust his advice. He’s smart and has a great deal of experience and insight when it comes to financial planning. I never hesitate to check with him before making financial decisions.”
- Fran Calvert, client
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“I’ve known Raymond Dale for about 15 years…. He is known for his professionalism, efficiency, and courtesy. I would gladly recommend Raymond based on not only the aforementioned traits, but also his genuine concern for people combined with his attention to detail, can-do-attitude and creative spirit.”
- Richard Steffens, MD, client
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“Have worked with Ray for years/ Real-estate downturn has been difficult on many. Ray has continued working to return as much of my equity as possible.”
- Harold L. Flemings, Owner, Flemings Financial Services
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“I have worked with Ray for many years in both estate planning and business guidance in tax and partnership matters. Ray’s knowledge of the complex tax issues relating to our business of real estate partnerships and trusts is breathtaking; and time has proven it to be consistently reliable. Ray is not only a good friend but a valuable resource for the firm. I recommend him without hesitation.”
- Robert Cunningham President & CEO of Cunningham Development, client and partner
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“Great source of real estate knowledge. Raymond is competent, far-sighted and fair. He is indeed a star in his field. He comes with my highest recommendation.”
- Randolph Kinney, Chief Appraiser, On Time Appraisal, was a consultant or contractor to Raymond at Raymond Dale Realty & Retirement Advisors
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"In the many years I have been privileged to know Ray, his advice has never failed me. He has helped me with numerous business, legal, and real estate decisions, and what he predicted has virtually always proven to be correct. I have never met anyone with the breadth and depth of his knowledge -- and you can take that to the bank."
- Brian Reschke, Broker, CPA Reschke Capital LLC, reported to Raymond at Raymond Dale Realty & Retirement Advisors
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"Raymond is knowledgeable and professional in the field of real estate and investments. He has his client's interest always in mind when conducting transactions. It has been a pleasure to work with Raymond."

- Bob Prosser, Pres., The Ad Guys (aka Auto World Marketing), reported to Raymond at Investment Selection & Management, Inc.
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"I have known Ray for many, many years and can say that without question he is the most dedicated and committed manager I have ever come across. His attention to detail and follow thru is exceptional. He truly cares about his clients and does what it takes to accomplish the desired goals. I would not hesitate to call on him to help myself and my entire family."
 
- Jeffrey Hales, Retail Communications Specialist, AT&T Wireless, was with another company when working with Raymond at Raymond Dale Realty & Retirement Advisors
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"I have known Ray as a friend for nearly 20 years and worked for him on a go-to market strategy for a major online application he was rolling out to the investment community. Ray has an extensive business background. He is a true visionary with a high degree of integrity, loyalty, and sound business, real-estate and money management skills. Ray is a real people person and is unflappable. He has the ability to work with diverse groups under a variety of difficult conditions and find consensus. His knowledge is considerable and I highly value his advice. I recommend Ray for any endeavor you may have the privilege of working with him on."
- Dale Widner, Executive Vice President, Combio Inc., worked directly with Raymond at Investment Selection & Management
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"Raymond is very savvy manager, he has his finger on the pulse of what's happening in the global economy. Raymond is always a pleasure to work with and is held in the highest regard in his field."

- Areta Zouvas, CCIM, was Raymond's client

"I have known Ray since the late 1980's. He has been a consistent and reliable source of investment strategies, with his client interests and needs keenly in mind."
- John Oakes, Owner, SBL Co Management Consulting, Inc., worked with Raymond at Investment Selection & Management, Inc.

 

"I have known Ray for about 10 years, and I am pleased to say that he has provided his clients with the utmost of service and knowledge making sure their needs are placed first. Ray is a dynamic advisor with years of experience."

Advisor For Veterans 
www.AdvisorForVeterans.com
rdale@advisorforveterans.com
1-844-729-3253 (1-844-Ray-Dale)

40960 California Oaks Road #405 Murrieta, California 92562, United States

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LIFETIME MEMBER

Copyright © 2021 by Ray Dale.  Proudly created with Wix.com  by RyDan Enterprise, INC.

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Disclaimer

Information provided on my website is general in nature and does not constitute Finance, Legal or Tax advice. Information can change without notice. I do not guarantee the accuracy of information on this website. Every effort has been made to ensure that the information provided is accurate. No one should rely on this information to make financial or investment decisions. Before making any decision, I recommend you consult the appropriate Legal, Tax and Financial Advisor to take into account your particular investment objectives, financial situation, risk tolerance and individual needs. I do not give any warranty as to the accuracy, reliability or completeness of information which is contained herein. I do not accept any liability for any errors or omissions on my website, or for any resulting loss or damage suffered by any person, persons or entities. Be sure to read and understand the pro bono contract you will find under the pro bono tab above. You may not alter or modify this information in any way, including the removal of this copyright notice.

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