Ray Taraz

Background

About Ray Taraz

We work with our clients to design a personal financial plan around their life goals. This strategy focuses on helping you feel more prepared to manage your financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners.Areas of Focus:•Tax Planning Strategies•Retirement Income Strategies•Charitable Giving•Executive Compensation and Benefit Strategies•Cash Flow Management Strategies•Estate Planning Strategies•Investments•Saving for Education•Small BusinessAmeriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. I very much value client endorsements and referrals, and I welcome your endorsements for the skills that I have listed below. Due to industry regulations, I am unable to accept or display endorsements for skills not listed on my profile. Therefore, please only endorse me for the specific skills listed below. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit for more important disclosures and information.