Our Process
CLIENT SERVICE – these are our watchwords. We keep in touch with you through regular newsletters, timely updates, quarterly face-to-face reviews in our office, and by making sure you receive information when you need it, whether through e-mail, phone call or fax. Through this financial portal, we offer online trading for qualified clients and easy access to your account through Raymond James Financial Services. We welcome your inquiries, and will strive to serve your needs quickly, with careful attention to detail. Above all, we value the trust you place in us and assure you of complete confidentiality.
IF YOU ARE A NEW CLIENT, your relationship with us begins with an in-depth evaluation of your current financial situation. We will work with you to determine your overall financial objectives, and then focus on your specific goals and risk tolerance. In an ever-changing economic climate, with ups and downs in the various markets, we advocate investing over the long term and focused on your goals.
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.
© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice