Client Letters

With the seemingly endless selection of investment alternatives available, navigating today’s financial markets can be daunting. While it helps to have an advisor who can explain the benefits and drawbacks of specific alternatives, this is only a small part of the complete picture.

The qualities that make you unique, such as your personal goals, time horizon and risk tolerance, will help determine the appropriate investment strategy for you. As financial advisors who believes in taking a comprehensive approach – not chasing the latest market fads –  we’ll evaluate your complete financial situation before designing a plan that’s well-suited to your needs.

Our approach is backed by the support of Raymond James – a firm that has always been a leader in personalized financial planning. The firm’s unique philosophy enables us to make recommendations based on our clients’ needs, not on arbitrary incentives or product quotas.

As someone who has worked hard to attain financial security, you deserve a completely customized investment plan that will grow with you over time, not one that will fade with the passing of the latest market trend. That’s where our approach can offer unique value.

If you’d like to discuss how we can help you develop a well-rounded investment plan, please give us a call.

Sincerely,
The Carr Team

Why Work With a Financial Advisor

As the financial world grows increasingly complex, many investors are turning to the Internet, media, discount brokers and no-load "800" numbers for financial guidance. While these sources may provide financial data and occasional recommendations, they are not adequate substitutes for working with an experienced Financial Advisor.

In uncertain economic times, it's important to have a skilled Financial Advisor you can trust – someone who can give you ongoing, objective advice and long-term guidance. For over sixteen years, we've been providing this type of personalized, confidential service to our clients.

This brochure (click here)  explains some of the services we can offer to you and your family. We hope you will take a few minutes to read through it. If you would like to review your portfolio, or if you have any questions about investing, please call us at (727) 593-5400 and we will be glad to set up a time to talk with you.

Your financial future is important. Don't trust it to just anyone.

Sincerely,
The Carr Team

14385 Walsingham Rd
Suite B
Largo, FL 33774
Phone: 727-593-5400
Fax: 727-593-5444
Toll-Free: 800-804-7181
Contact Us

Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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