Woodward Wealth Advisors Group of Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC
Mission Statement
The Woodward Wealth Advisors Group assist people who have attained or are moving toward financial success to help enhance and protect their lifestyle now and for generations to come.
Our process is centered around the creation of a comprehensive financial plan based on the unique goals of each individual client. We look not only at what can go right, but what can go wrong as well. We then identify ways designed to help manage the potential difficulties of the future and to help protect our clients in good times and bad.
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
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.