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Mission Statement

Through Raymond James Financial Services, we specialize in fee-based financial planning, insurance consulting and no-load life insurance products. Raymond James has been a wonderful association as they stress fee-based money management with a keen focus on a client first mentality.


Awards

The combination of our history and experience has yielded a number of awards and distinctions over the years for Security Counselors, including:

  • Raymond James Executive Council 2000 & 2001
  • Hartford Leaders Council
  • Top of the Cabinet and first in Annuity sales in 1996 with Jefferson Pilot
  • Franklin Templeton Kite & Key award in 1999 & 2000
  • West Central Ohio Better Business Bureau “Business Integrity Award” for 2001.

Raymond James Financial Services has a rich history of tradition and experience in the field of financial planning, life insurance and securities. Though we are proud of what we have accomplished, we look forward to exceeding your expectations and continuing our service to West Central Ohio for many years to come.


Our Location

Coming from east of Celina, take 33 West into Celina. This turns into Market Street. Follow Market Street across town and turn left onto Portland Street. Our office is located on the left, in the same parking lot as the License Bureau.

Coming from north or south into Celina, follow Main Street to Market Street. Go west onto Market, turn left onto Portland Street.

If coming into Celina from the west, take 29 East to Portland Street. Turn left onto Portland Street and our office is the third building on the right, located in the same building as the License Bureau.

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

Bruce Jones
ChFC, CLU, AEP
Branch Manager

312 Portland Street
Celina, OH 45822
Phone: 419-586-1170
Fax: 419-586-1259
Contact Us

Map & Directions

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.

© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice