Mission Statement
Our mission is to provide superior financial products and services to our clients.
Philosophy
Investors rely upon me to help them manage their investment portfolios. Ideally, the client and I work together, as a team, finding the right investments and making informed decisions to help meet their needs. The following are some keys to developing a partnership that will provide the best possible combination of service and long-term results:
Review your objectives
I will help define your investment objectives, but I need your assistance to do a thorough job. Your participation and feedback will greatly aid me in formulating an investment strategy designed to correspond with your goals.
Ask questions
Be sure you fully understand the investments I recommend for your portfolio. If you don't, it's your responsibility to let me know you need more information. Don't be afraid to ask questions about my advice, after all, it's your money.
Understand the risks
It's important that you fully understand the risks in every investment you own and the reasons why the value may rise or fall. I can explain the risks involved in each type of investment and your questions ensure that nothing is overlooked.
Meet regularly
Scheduled meetings with me are a good time to let me know about significant changes in your life that might require shifts in your investment strategy. Also, major changes in the economy or new tax laws may prompt a review.
Maintain records
Make sure you keep good records of your transactions. These records help you monitor your investments on an ongoing basis and will be useful come tax time. When you come across something you don't understand, ask me for assistance.
Please contact me if you would like to discuss any of these keys.
Your Rights as a Client:
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John Cimmiyotti
Branch Manager
8524 Gage Blvd
Suite A5
Kennewick, WA 99336
Phone: 509-735-1400
Fax: 509-735-1444
Direct: 509-735-1400
305 S.W. Dorian Avenue
Pendleton, OR 97801
Phone: 541-276-9184
Fax: 541-276-3691
Contact Us
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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