Experienced, Dedicated, Focused
Our team puts you first in everything we do.
At Isaacs and Associates, our team of qualified professionals is passionate about helping individuals and families pursue their ideal retirements.
Ray A. Isaacs, AIF®
Owner, Investment Advisor Representative
Ray has served the Tri-State Area since 1983, following in the footsteps of his father, Paul, who first opened the doors of Isaacs and Associates in 1958.
A Cincinnati native, Ray is proud to continue the legacy that his father started, providing professional financial planning services and investment advice for individuals and businesses in the community he loves.
As an independent advisor and founder of his own registered investment advisory firm, Ray has the freedom to offer a wide variety of advisory services and potential solutions for the unique needs of everyone he serves. He is passionate about helping people and loves to be part of solving the retirement puzzles for those in his client family.
Ray has established over 1,800 client relationships in the area and has advised in various capacities on over $150 million in assets. He is an investment advisor representative and has passed the Series 6 and Series 63 securities exams. He is an Accredited Investment Fiduciary® (AIF®), and he is life and health insurance licensed in the states of Ohio, Kentucky, Michigan, Indiana and Florida.
Ray and his wife, Karen, have three children. When not spending time with them, Ray enjoys snowmobiling, boating and fishing. Ray and his family are parishioners at the Immaculate Heart of Mary Catholic Church, and he is also involved with the American Society for the Prevention of Cruelty to Animals.
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How Can We Help You?
It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event. We can’t wait to meet you!