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Bob Kurvin
First Vice President, Investments
Financial Planning

1314 East Venice Avenue
Suite A
Venice, FL 34285
Phone: 941-412-1400
Fax: 941-412-1300
Toll-Free: 800-635-5870
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Mission Statement

We strive for tax-effective wealth management. Our goal is to achieve reasonable returns through proper asset allocation and to pass on clients' assets to their heirs in a tax-efficient manner.

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
Professionally Speaking
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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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