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Bill Daily
CERTIFIED FINANCIAL PLANNER™
Branch Manager
24047 W. Lockport Street
Suite 209
Plainfield, IL 60544
Phone: 815-439-9775
Fax: 815-439-9777
Toll-Free: 800-404-2105
205 South Water Street
Wilmington, IL 60481
Phone: 815-476-2105
Fax: 815-476-5247
Contact Us
Map & Directions |
How We ServeOur professional mission is helping retirees build portfolios that provide income for the rest of their lives. To do that, we maintain a relentless focus on a process that involves both structure as well as strategy. A sound income plan is critical in retirement. We can help.
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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