2026-05-18T03:02:17.654Z

2026-05-08T22:42:27.709Z

I like dealing with Rise Management because of the staff who were very professional and convincing to take care of my Trust. It ismy pleasure to recommend Rise Management to my friends and families.

2026-05-08T18:26:12.320Z

Excellent service

2026-04-24T21:16:49.334Z

I cannot say enough about working with Sabrina, Marni, Daniel and the Rise Management team. Their level of professionalism far exceeded our expectations. They walked my family through the whole process with such patience and assistance that went far beyond what I expected. They make you feel so comfortable and go above and beyond and are there to help you whenever needed. I highly recommend them and have had nothing but a positive experience.Katie & Chris

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!

2025-10-23T19:34:25.122Z

Awesome team to work with when doing your Estate Planning. They truly make the process easy!

2025-09-29T15:54:06.520Z

Thank you to the very knowledgeable and excellent service team of Marni, Sabrina and Danny for setting up our Family Trust. We highly recommend Rise Mgmt.

2025-09-21T12:18:05.108Z

The associates at Rise Management were excellent. They are very knowledgeable at what they are doing and help you finalize to your goals, they listen to you very well and accommodate you to the best of their ability guiding you. They make you feel very comfortable and confident in securing your future, by providing you the proper legal advise also for excellent financial gain on your part. They have an excellent financial package also for retirement income. Overall an excellent company I felt like at home with them in my decision making, very helpful hard working people to achieve your goal.

2025-07-25T20:08:36.354Z

I'd like to take this time to thank Rise Management, in particular Danny, Martin, and Sabrina, for their time and guidance walking me through the process of opening up a trust fund. Danny took the time to show up at my home, while I was bedridden, and he walked me through the process of creating a trust for my kids. I am able to work with Rise Management moving forward to maintain my trust and keep it up to date, and Danny and the rest of the team make the entire process simple and easy to understand. I highly recommend this team.

2025-07-13T19:11:59.776Z

We are very happy that we updated our wills and prepared a trust for our family through Rise Management. The process was made very simple with the assistance of their staff. We feel very secure in our decisions and are pleased with the trust's accessibility.

2025-07-12T18:16:27.090Z

We’re very pleased with our experience with Rise Management. They’ve been professional, knowledgeable, and supportive as we set up our living trust. They’ve also helped us with financial and healthcare powers of attorney, which gives us added peace of mind.We highly recommend their services to anyone looking for reliable, comprehensive estate planning support.

2025-06-28T20:15:49.439Z

I highly recommend Rise management. Marni, Daniel and Sabrina were very knowledgeable and helpful. Definitely a good experience.

2025-06-25T18:50:12.889Z

Very professional in the entire process. they answered all our questions, and concerns. they were flexible with our schedules.

2025-06-20T20:44:56.600Z

Rise Management really looked out for my best interest, my team remain patient, professional on every level. Thank you, Rise Management, for guiding me through this process...

2025-06-05T02:32:22.584Z

My wife and I learned at a free seminar that having just a will would almost always result in probate. This pushed us to learn more about Trusts and convinced us that was the way to go. The Rise Management Team (Daniel, Marni, and Sabrina) along with all the others we met with at the multiple sessions held to complete our Trust were very knowledgeable and made the process painless. It was great working with this team and we highly recommend Rise Management.

2025-05-30T03:05:47.752Z

Marni, Sabrina and Danny worked well together. They are very organized and very knowledgeable. Thank you for taking care of us.

2025-05-29T23:13:46.877Z

I am very happy with the Rise Management team. All of my questions were answered in detail. I would recommend them to anyone needing their services.

2025-05-28T17:59:46.659Z

I had an excellent experience with Rise Management in setting up my trust. Their staff provided clear guidance , which gave me peace of mind my affairs are in order. This process can seem overwhelming Rise Management made it easy. Highly recommend.

2025-05-24T15:22:57.059Z

Very courteous and professional from the start - Sabrina Frank and Daniel Dana made this one of the smoothest and stress-free transactions I have ever experienced. Job well Done by them and Rise Management!

2025-05-06T23:23:39.923Z

Implementing aTrust is a very detailed and overwhelming experience. The Rise Management team has been very knowledgeable, patient and helpful. We value their expertise, and availability for all our concerns, doubts and questions. Excellent team!

2025-05-05T15:43:16.199Z

2025-04-27T13:49:51.136Z

We finish the procedure a few weeks ago, and we are very happy with the professionalism of the staff, since the very beginning with the orientation, and continue with the all procedure, we highly recommend Rise Management.