Raymond James Financial Services
Member FINRA / SIPC

Mission Statement

RAYMOND JAMES FINANCIAL SERVICES provides comprehensive wealth management and investment advisory services to individuals with the following needs:

We utilize an objective team approach to counsel clients with regard to portfolio allocations, estate strategy, tax reduction, risk management, retirement planning, and private banking services. We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.

OUR PHILOSOPHY is to partner with clients to establish and help them achieve their financial goals through impartial advisory, planning and asset management services. Our goal is solely to help our clients build, manage and preserve their wealth in a manner consistent with their individual style and values. We believe there is no one particular investment portfolio that is appropriate for all clients. The optimal portfolio will depend on the amount and timing of withdrawals, tax considerations, risk tolerance and market conditions. Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals and in their comfort in the manner their objectives were accomplished.

OUR CLIENTS share in the realization that by having a plan to coordinate the myriad of today’s financial decisions, they can possibly achieve their goals for tomorrow. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a mutually beneficial long-term relationship. They expect excellence and have made a firm commitment to helping them achieve their goals through a trusted financial advisor. We view the client relationship as a lifelong process of building and preserving their financial legacy for the coming generations.

OUR INVESTMENT APPROACH is a philosophy of managing portfolios for our clients based upon the concept of lowering their investment risk and managing investment fluctuations within our client’s portfolios through proper asset allocation. By identifying historically lower risk investments that have had a more consistent investment return over a long period of time, it is our goal for our clients to always participate in the upside of the market without the undue influence of having to time the market. In screening for the appropriateness of any investment platform, there are 6 factors that we look at when working with our clients that will ultimately determine investment selection.

5 Star Service Commitment to our Clients

Our business is people and their financial well-being. Therefore, in the pursuit of our goals, our client’s receive the following services:

• Monthly commentary and updates on the market.
• Quarterly and comprehensive annual reviews.
• Investment Policy Statement for managing your accounts.
• Timely execution of all orders placed for your accounts.
• Highest level of service with completion of service within 24 hours.
• Defined Investment strategy.
• Team approach to managing your accounts and other financial needs.

P L E D G E

We, the Associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering sound investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.

WE OFFER OUR CLIENTS ONLY THE BEST AND THAT’S EXACTLY WHAT THEY SHOULD EXPECT

Richard Hendry
CDFA
Registered Principal, RJFS

5755 North Point Pkwy
Suite 1
Alpharetta, GA 30022
Phone: 678-578-2430
Fax: 770-234-5827
Contact Us

Map & Directions

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.

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