About Us
Our office is located on the north-west corner of McMullen Booth Road & State Road 590.
Driving north on McMullen Booth, it is one traffic light past Ruth Eckerd Hall. Turn left on SR 590 and then right at the first driveway into the Hidden Oaks Professional Office Park. Once in the complex, turn right immediately.
Driving south on McMullen Booth, after passing Sunset Point, turn in the last driveway before State Road 590. The complex name is Hidden Oaks Professional Office Park.
David Kahn specializes in helping people prepare for a successful retirement, as well as effectively protecting assets accumulated over a lifetime and transfering them through proper estate planning. He defines a successful retirement as the ability to maintain your lifestyle for the rest of your life without worrying about it.
David earned the CFP® certification a number of years ago and has been teaching classes on retirement planning since 1992 at such institutions as Hillsborough Community College, St. Petersburg College and Manatee Community College. David believes in comprehensive financial planning that gears investment decisions to the long-term goals of his clients.
Mike Carey advises individuals on retirement and estate planning issues, addressing all major aspects of financial planning, including investments, risk management, asset protection, retirement income and estate planning.
Mike earned his CFP® certification in 2001 after a career of over 15 years in health care administration and consulting. Mike joined Kahn Financial Group in 2005, and is currently advising clients seeking successful retirement strategies. Mike has been teaching retirement planning classes with David for the last 5 years to students at Hillsborough Community College & St. Petersburg College through their Lifelong Learning program, as well as to employees of Pinellas County and other for-profit and non-profit organizations.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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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