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8461 Lake Worth Rd
Suite 178
Wellington, FL 33467
Phone: 561-340-1467
Fax: 561-340-1454
1035 State Road 7
Suite 215
Wellington, FL 33414
Phone: 561-798-2099
Fax: 561-964-8824
3200 NE 14th Street
Suite 219
Pompano Beach, FL 33062
Phone: 954-942-7370
Fax: 954-942-1698
Contact Us
Map & Directions
Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Mission StatementAs financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
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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