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4500 I-55 North
Suite 232
Jackson, MS 39211
Phone: 601-362-5872
Fax: 601-362-5975
Contact Us
Map & Directions
Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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By combining the personalized administration and the flexible investment alternatives available through Raymond James, we provide our clients with broad based retirement plan management in one complete package.
Through Raymond James, we provide both retirement plan and personal investment management for our clients, including estate and income tax planning. We help our clients find the right investment avenues for their specific needs. Our dedicated financial advisors continually strive to bring the best investment options to our clients. We strive to meet our clients needs by concentrating on strict asset allocation philosophy.
We provide administrative services for our qualified retirement plans. Experienced support people track the activity of the accounts, handle the daily servicing of the retirement plans and perform all of the annual administrative and reporting functions for the plans. The senior administrators have over 30 years combined experience working with our client base. Except on a limited basis, the administrative functions are only available to our investment clients so that we can continue our commitment to providing the highest level of service.
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