Testimonials

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

	“I want you to know how remarkable an experience it has been to work with you and your colleagues to establish my RIA. Although I’m sure one can do this himself, one can also attempt to put a carburetor together from scratch. If there were an objective and accurate meter to measure the quotient of fee to saved hours of confusion and frustration, I’m sure yours would be astonishingly low. Further, I was continually amazed at the prompt response and the ease of direction. It was like I was your only client. The only mistakes were when I didn’t read your explicit directions. They were flawless. As my RIA develops, I look forward to having your firm handle every detail of compliance, etc. Zach, thank you for one of the best professional experiences I’ve had in a long time. You have my permission to send this to whomever you wish or publish at will.” -Jeffrey Smith, CPA/CFP®, (Missouri)
	“Mike, just a word to thank you for handling my final set of docs in such a PERFECTLY accurate fashion. There is NO way that we would have met the 3/31/2011 filing deadline for the simple English brochures without your firm’s help. Again, thanks for your outstanding help! Zach and Hovig, likewise! Thanks for all of your support and help. This was definitely the correct decision for me to make in subscribing and engaging your firm’s services. Feel free to use these comments in any client remarks marketing piece.” -Robert A. Leanza, RFC, CFP®, Financial Dynamics, LLC (California)
	“If you value knowledge, experience, economy, and almost unheard of levels of responsiveness, you will want to have Zachary Gronich and RIA In A Box guide you through the RIA establishment process. It simply doesn’t get any better.” -Larry Moskat, CFP®, (Arizona)
	“Zachary and the rest of the team at RIA In A Box have done nothing but continually raise the standard of excellence. RIA In A Box is an exceptional group of professionals. They are phenomenal to work with. Questions are answered within minutes – no long waiting periods. Clear, precise information has always been communicated in our discourse. If this is a first time experience, as it was with me, you will be astonished with how simple and affordable the entire process is. I wholeheartedly endorse and recommend RIA In A Box. Make the move with this team on your side and you’ll never regret it.” -Jonathan P. DeCollibus, President of DeCollibus Wealth Management, LLC (California)
	“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)
	“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 recommend 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)