Experiences From Business Owners, Investors & Retirees

I work with incorporated professionals, business owners, retirees, and families to help simplify complex financial decisions. Here are a few examples of what clients have had to say about their experience.

Business Owner

As a new business owner, our event business is growing quickly, and as our team expands, I’ve needed trusted guidance on how to manage our finances thoughtfully, especially with very limited time. Harry truly feels like an extension of my team. He keeps me on track, educates me along the way, pushes me to plan for the future, and encourages me to fully leverage the services Raymond James offers. The Kaszab team is excited to continue growing our business with Raymond James and with Harry Sale as part of our team.

Samantha K. Owner - Kaszab Inc.

Investment Management & Financial Planning

Before working with Harry and the team, I often felt uncertain and overwhelmed managing my investments on my own through self-directed accounts, often having issues with timing the market. While I was doing my best, I didn’t have a clear long-term strategy, and I was never fully confident that I was optimizing my returns or properly planning for the future.

Since partnering with Harry in 2024, that has completely changed. He has an exceptional ability to simplify complex financial concepts and translate them into a clear, structured plan tailored to my goals. He helped refine my investment strategy, improve diversification, and ensure I’m properly positioned from both a growth and estate planning standpoint. The results have been noticeably stronger and more consistent compared to when I was managing things independently.

Overall, the biggest improvement has been peace of mind. I now feel confident that I have a solid plan in place, backed by professional guidance and proactive support. It’s taken a significant amount of stress off my shoulders and allowed me to focus on other areas of my life, knowing my financial future is in good hands.

Hardeep K.

Retirement Planning

I was with a big financial instituion and felt they were not very concerned about me or my finances as long as they had my money. Hardly ever heard from them and they were very limited in options.

After working with your team I felt more included, more important and that they really card about my well being for the future. I am more confident now that everything will be just fine.

I have retired with less stress and a more positive outlook for mine and my children's futures.

Rory H.