It's important that your financial advisor understands and respects not just how much you've accomplished in your life's work, but genuinely comprehends how you feel about your financial situation today. By investing for your long-term and coordinating the complexities of your assets, we can focus not just on your future, but also on the day-to-day demands of your finances.
In order to ensure your investment strategies are keeping up with your future, goals and dreams, we must keep up with you: your life status; your priorities; and yes, your concerns. We do this the best way we know how: with personal, proactive, attentive service paired with sensible, disciplined investment advice.
Many of our clients represent generations of the same families because wealth is a legacy most parents hope to pass along to their children. Unique to CERTIFIED FINANCIAL PLANNER™ professionals, Jim Marren is committed to and able to be a resource to his clients as well as to his clients' children. Jim Marren understands the rewards and complexities of wealth transitions and respects the need to balance every generation's quality of life.
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