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Andrew Schmitt
Vice President, Investments
4755 Lake Forest Dr
Suite 200
Cincinnati, OH 45242
Phone: 513-762-5150
Fax: 513-762-5057
Toll-Free: 866-266-3302
Direct: 513-786-7843
Contact Us
Map & Directions |
Mission StatementOur goal is to offer our clients financial and investment strategies specifically geared to their individual situations, philosophies, aspirations and goals.
We are committed to helping you and your family build the future you desire. Each financial plan is designed to be comprehensive and flexible, just as every portfolio is constructed to accommodate possible changes – whether in the market or in your life – while still focusing on meeting your long-term goals.
We recognize that – as the cost of retirement continues to rise – retirement planning has become increasingly important for baby boomers and subsequent generations. Because we are living longer, some of us can plan to spend 20 – or even 30 or more – years in retirement. We can help you make certain that you have the income you need throughout your retirement years.
We are dedicated to helping you achieve the results you want through thoughtful, objective advice; individualized planning; sound risk management; quality investment products; and personal, efficient service.
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The Raymond James Mission Statement
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The Raymond James 2009 Annual Report
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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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