Core Financial Group
An Independent firm

Investor Access
 
 

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Asset Allocation - Asset allocation versus diversification - what's the difference?
  • Asset Management - Discover the benefits of professional asset management.
  • Estate Planning - Peace of mind takes planning.
  • Financial Planning - Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds - Your purchasing power at work.
  • Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • Stocks - How do stocks fit into my financial plan?
  • College Planning - What will it take to deliver the dream?
  • Bonds - Are bonds right for you?
  • 401(k) - What to expect from your 401(k) advisor.
  • Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
  • Freedom Account - Managed accounts with the flexibility to meet your investment goals.
  • Investment Banking - Serving the capital and advisory needs of today's middle-market companies.
  • Tax Planning - Prepare for taxes all year round with this handy reference guide.

financial advisor image

Steven B. Siskin
Branch Manager
Financial Advisor

16133 Ventura Blvd.
Suite 530
Encino, CA 91436
Phone: 818-528-7660
Fax: 818-528-7665
Toll-Free: 800-460-4218
Contact Us

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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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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