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ServicesHaving choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As Raymond James financial advisors, Roy and his team offer clients an extensive array of investment alternatives and services.
- Asset Allocation - Asset allocation versus diversification - what's the difference?
- Asset Management - Discover the benefits of professional asset management.
- Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks - How do stocks fit into my financial plan?
- College Planning - What will it take to deliver the dream?
- Bonds - Are bonds right for you?
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Roy Duxstad CFA®, CFP® Branch Manager, RJFS
1918 S. Washburn Street Oshkosh, WI 54904 Phone: 920-233-4650 Fax: 920-233-5717
Pamco Office Suites 4650 W. Spencer Street Appleton, WI 54914 Phone: 800-236-0028 Contact Us
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Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA / SIPC
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