Bluffton / Hilton Head Office

Mission Statement

Raymond James is one of the largest full-service investment and financial planning firm based in the southeast. We provide individual investors, corporations and municipalities with investment, financial planning, investment banking, asset management, banking and trust services throughout the United States and overseas.

Our mission is to provide the finest financial planning and risk management services to all of our clients. We focus on all areas of financial planning including, but not limited to, investment management, estate planning, insurance planning, risk management, retirment planning and alternative investments.

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