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Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Asset Allocation - Asset allocation versus diversification - what's the difference?
  • Asset Management - Discover the benefits of professional asset management.
  • Estate Planning - Peace of mind takes planning.
  • Financial Planning - Your financial future is important. Don't trust it to just anyone.
  • Retirement Planning - Charting a course for your retirement destination.
  • College Planning - What will it take to deliver the dream?
  • Mortgage Center - Innovative residential financing options for our investor clients.
  • 401(k) - What to expect from your 401(k) advisor.
  • Business Planning - What planning must I do for my business?
  • Investment Banking - Am I maximizing the value of my business?
  • Insurance - Have I properly planned for future risks?

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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1301 Riverplace Blvd.
Suite 1900
Jacksonville, FL 32207
Phone: 904-858-4100
Fax: 904-858-4086
Toll-Free: 800-363-9652
Direct: 904-848-4081
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