All Raymond James Financial Services offices are independently owned and operated. Unlike some other financial services firms, we do not have any sales quotas to meet, or pressures to sell specific stocks or funds or “investments of the week.” We try to take the time to get to know you, your family, your goals and dreams and provide you with the investment guidance you need.
Those who have accumulated wealth know ownership brings responsibility and often this comes in the form of problems with the care and the upkeep of what they own. Many people, successful in their own business affairs, simply do not have the time or expertise for resolving these difficulties. This is what we do; we take pride in being a skilled professional team capable of handling financial matters and simplifying an important aspect of people’s lives.
When people select the professionals they rely on, they seek integrity, reliability and quality of workmanship. Our family has been serving investors in our community for over 50 years. We strive to provide the same personal attention to clients that we would to our own financial affairs. This just reflects the genuine concern we have about helping others.
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
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.
