About Raymond James

At Close Financial Planning of Raymond James & Associates, we believe financial planning is about much more than money. It’s about you – your life, your family, your dreams for the future. That’s why personal relationships are so important to us and it’s why we chose to affiliate with Raymond James.
Raymond James shares our commitment to helping investors meet their personal goals. The firm supports our practice not only by providing quality investment alternatives and outstanding service, but by respecting the relationships we have with our clients. With no incentives for proprietary products and a corporate culture focused on financial planning, you can be assured that our partnership with you is only stronger because of our partnership with Raymond James.

