|
3494 Capital Ave SW
Battle Creek, MI 49015
Phone: 269-979-3300
Fax: 269-979-6146
Toll-Free: 800-767-6639
Contact Us
Map & Directions |
Mission Statement
Battle Creek Office
As independent professional advisors, we can offer you a personalized
financial strategy
, not a generic
investment
program. Your individual
portfolio
will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to
investing
is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the
investment strategies
recommended, so that you'll be fully comfortable with all aspects of your
investment program
. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve
financial independence
through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
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 |
|