Former State Employee Testimonial
- "By handling a large volume of application files, I frequently dealt with companies that filed incomplete applications and were frustratingly slow to respond to my requests. Not RIA IN A BOX. Zachary's applications were complete and his fast response times made my job a lot easier."
-C. D., Former State Financial Examiner
Client Testimonials
- RIA In A Box is a first class operation! All the services that are mentioned on your web site are done without exception....you give new meaning to the concept of "turn key" operation. RIA In A Box is the "benchmark" of the RIA consulting industry.
Zachary and the rest of your firm are worth every penny of your fees and then some. There is no reason for someone to go anywhere else!
Thank you for all your assistance."
-Jay Hughes, President of Wealth Guard Management, LLC (Georgia)
- "How refreshing-- not only did RIA in a Box provide all the services it promised in full and on time, in most instances it delivered them ahead of schedule. I couldn't imagine the filing process being any smoother or easier and I would strongly encourage anyone who is looking at registering an advisory firm to talk with Zachary Gronich and RIA in a Box; it's the best money we've spent all year."
-Chip Hanlon, President of Delta Global Advisors (California)
- "Zach Gronich (at RIA in a Box) was a great asset in setting up my RIA. Their requests for information were clear and concise and made for a very easy and quick process. At each stage, Zach was right on top of what we needed to do and took care of things very quickly. There are a lot of unclear questions on the filing paperwork and Zach got me through that. Without that experience, I think it would have been a much more difficult process. Overall, RIA In A Box gets an "A" from me."
- Mark D. Dalen, Owner of Penumbra Advisors, LLC. (Kansas)
- "Fast-fast-fast response time. I promise you that you have never had faster response time from any company you have done business with! RIA in a Box does exactly what they say they will do — they get your RIA application in and you up and running in incredibly fast order. I Googled RIA in a Box, but unlike so many internet purchase experiences, this one was better than face-to-face service. RIA in a Box knows their onions and holds your hand through the whole process. Five stars for both service and value."
- Chuck Loveday, Owner (Utah)
- "Mr. Gronich got our RIA up and running with concise, polite action. He really does know the ropes. We gave Mr. Gronich a challenge because our Broker/Dealer was not accepting any additional RIA's and we were on a very tight schedule. We were approved on time. If you are looking to start your own RIA, call Mr. Gronich and get it done quick and right. Thanks Zachary!"
- Mark M. Hart, J.D., Fowler, Hart & Associates, L.L.C. (Oklahoma)
- "Folks, let me put it this way; "No Zach and RIA In a Box," no RIA. It's that simple. This guy and his team are worth every penny and beyond! Speed, accuracy, timely response, hey what ever you want/need to get your business off the ground...They HAVE IT! They seem to know and use every thinkable (and often unthinkable) solution to deliver. I remained more than impressed and will always reccommend Zachary Gronich and RIA In a Box for all of your RIA setup, registrations, etc. needs. Going anywhere else will cost you!"
- Owner, Zerini Equities Inc. (New Jersey)
- "It turned out to be a major blessing when I found out about these guys. As an old CPA and a new CFP® and financial advisor, I was not only looking for the compliance help I suddenly needed but access to a top quality product that I feel great about introducing to my clients. My clients appreciate the fact they can obtain access to scientifically proven portfolios and have their worries handed over to a long-time trusted advisor. I am pleased to get excellent support with both my marketing and compliance issues. With these issues handled I can concentrate on helping my friends/clients achieve their life goals while I am building an enjoyable financial advisory/wealth management practice."
- David L. Johnson, CPA CFP®, Managing Member of Rainy Day Planning, LLC. (Washington)
- RIA In A Box is a preferred partner of the National Association of Financial and Estate Planning, the organization who trains and examines candidates for the CEA® designation (Certified Estate Advisor®).
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