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2360 East Bidwell Street
#105
Folsom, CA 95630
Phone: 916-817-3907
Fax: 916-983-8149
Toll-Free: 800-869-2206
Contact Us
Map & Directions www.thatsmybank.comSecurities and investment advisory services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
- are not insured by FDIC or any other bank insurance,
- are not deposits or obligations of the bank,
- are not guaranteed by the bank,
- and are subject to risks, including the possible loss of principal.
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Mission Statement
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
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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