2026-04-01T20:58:11.587Z

Very good experience. Daniel walked us through the whole process meticulously with a lot of expertise and patience. We would highly recommend Rise Management with confidence. You can trust them with your "Trust". Kalyani and Chandra Seetharaman

2026-03-31T13:45:09.675Z

The professionals at Rise Mgt made protecting my family from future expense through a Revocable Trust very easy. They addressed all my concerns and provided comprehensive, detailed work in a step by step manner. I highly recommend Rise Mgt.

2026-03-26T14:17:03.198Z

I highly recommend Rise Management. The financial counselors are very knowledgeable and were instrumental in helping me rollover my 401K after I recently retired. I intend to recommend their services to my daughter as well so that her retirement will be financially secure. Thank you, Rise Management!!!

2026-03-17T21:26:20.899Z

Fantastic people.Daniel, Sabrina and Marni are all awesome.We love working with them.So grateful of alltheir help.

2026-03-16T15:41:56.857Z

I had a wonderful experience with Rise Management. The entire team was very nice, helpful, and considerate throughout the process. They were patient, honest, and always took the time to provide clear and informative answers to my questions. Their professionalism and willingness to assist made everything much easier. I truly appreciate their support and feel confident knowing exactly who to call if I ever need help in the future.

2026-03-12T23:35:25.783Z

2026-02-20T15:36:18.399Z

Their secure on-line system made it easy to setup a Trust tailored to our needs. They really help you get organized to fund the trust and to be able to provide your trustee with step-by-step guidance for handling your affairs. We like the fact that we can update our directives as things change in our lives without having to go through getting with a lawyer to review the trust.

2026-02-08T20:00:03.721Z

Everyone is absolutely fantastic - show a tremendous amount of compassion and support. It was a positive experience working with them all. We are glad we chose Rise Management for our Retirement and Trust matters. Look forward to the future with them. Thank you!

2025-11-04T02:08:36.909Z

Rise Management has held my hands and guided me through the process of completing my Living Trust. They made it look so simply for me to understand in what I was doing, especially Daniel Dana. I would recommend anyone interested in doing a Living Trust, to reach out to Rise Management. Great job guy!