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9910 DuPont Cir Dr East
Suite 100
Fort Wayne, IN 46825
Phone: 260-497-7711
Fax: 260-497-0606
Toll-Free: 800-487-6639
Direct: 260-487-4133
Contact Us
Map & Directions |
We're Committed To...
Long-term relationships. Our strong relationships with clients are our most-valued asset and the reason for our success in wealth management. We strive to provide each individual with the ultimate client-advisor experience.
Your individual needs. Our primary interest is not the value of a client's portfolio but the client's values that helped create it.
Superior client service. The interests of our clients come first. Our principles and commitment to quality service combined with the market leadership and financial strength of Raymond James & Associates help provide comfort and security to our clients through good times and bad.
Providing premier research and wealth management services. We strive to offer the complete package of financial services, providing trusted advice and helping a diverse group of clients achieve their goals utilizing a variety of investment alternatives.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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